We help financial service businesses
Improve back-office operation, reduce cost and improve task turnaround time.
Employees
%
Employee Retention
%
Employee Referrals
%
NPS
Paraplanning
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.
45-Day Guarantee.
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.
One Monthly Payment.
Tech Tips.
Getting Your Business Offshore Ready.
We Specialise in the Financial Planning Industry.
Your Offshore Team Member receives industry specific training.
45-Day Guarantee.
Detailed Financial Planning business processes.
One Monthly Payment.
Tech Tips.
Getting Your Business Offshore Ready.
FEATURED BLOGS & ARTICLES
WATCH: Best of VBP Conference 2019
New delegates, new speakers, new sessions, new experiences! From last year’s 21 delegates, this year, we’re up to 40 attendees in our annual conference including clients, special guests and keynote speakers. This makes us feel so ecstatic and at the same time,...
FUEL: VBP Mentoring Program
Last 20th August 2019, our Learning and Development Team has launched FUEL – VBP’s Mentoring Program that will provide a systematic process in creating training and development opportunities in the areas of leadership and management. The FUEL Mentoring Program is open...
Webinar: Knowledge, Systems & Outsourcing with David Carney
From The Leveraged Advice Firm Program - Audere Coaching & Consulting Outsourcing parts of your advice firm to others who can do it well so you can focus on what you do best is big business these days, and few are as big as Virtual Business Partners. One of the...