Financial Planner Clients
What Best Describes You?
Blending deep industry knowledge with proven systems and process, VBP has revolutionised how firms manage their growth. We offer cost-effective outsourcing solutions tailored to your specific needs.
FREE Advice Process Checklist
This 17-page ‘Advice Process Checklist’ outlines the steps when a financial planning business is working with a new client. It details which parts of the process an offshore team member can assist with.
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7 REASONS TO WORK WITH US
We Specialise in the Financial Planning Industry.
The directors of Virtual Business Partners both have over 10 years experience in the financial planning industry.
Your Offshore Team Member receives industry specific training.
Detailed Financial Planning business processes.
We have developed detailed financial planning business processes that make it easy to start working with your offshore team member. The business processes clearly identify what tasks need to be done locally and what tasks can be managed by an offshore team member.