WATCH: Best of VBP Conference 2019

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, overwhelmed and maybe…nervous? Since doubling up the number of attendees seems to be the trend for the past 3 years. Yikes! We might need to build are own conference hall now. (Hello, DC!)

But we think, by now, we can agree on one thing: the VBP conference just keeps getting better every year!

The VBP Outsourcing Conference

The 4-day annual VBP Outsourcing Conference is tailored for those advisers who are ready to move towards innovation to help scale their businesses.  This is ideal for both existing VBP clients and those who are considering outsourcing as a new part of their business process.

Our main goal is to give our delegates the tools, ideas and techniques to help speed up productivity and reduce cost paving the way to higher efficiency  and client engagement. Through our sessions and office tour, we are able to show what we do and how outsourcing with VBP really works.

Our sessions and keynote speakers

This year we have 3 guest keynote speakers who flew from AU to join us and share valuable knowledge and insights on (in photo L-R):

The power of the VBP Culture

In this conference, we also give our clients the opportunity to meet and bond with their offshore team members here in VBP. And more importantly, to witness first-hand the amazing culture that we have built for our team.

We started off with around 40 delegates and by the end of the conference, we had 40 Freaks dancing, cheering, drinking beers and singing karaoke with us! (PS: We call ourselves the VBP Freaks)

We always reiterate the value of building relationships with our clients and with one another. They ask us what’s the secret to our fast and consistent growth? We say the power of happy people, our happy people.

We are truly grateful for the overwhelming support that our delegates have shown and we wish to have more client visits not only during the annual conference but any time they wish to visit us here in Cebu.

“If you believe business is built on relationships,
make building them your business.” — Scott Stratten


Watch the overall conference and awards night highlights below:

FUEL: VBP Mentoring Program

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 to all VBP staff specifically to newly appointed leaders and those who aspire to become one. This program will serve as a key succession-planning tool to ensure that we develop the right kind of leaders who will help us achieve our organisational goals.

The first batch of mentors and mentees are handpicked – mentors are second level managers and our mentees include new team leads, domain experts and senior FPAs who would potentially assume a leadership role.

Alex, new Team Lead in Invest Blue, thinks that the mentoring program will help her learn things that are beyond the basic managerial training that they usually have.

“We get more insight through the experience of our tenured mentors, which gives us a more detailed view of the managerial role that we have taken on. I think it will really help me grow, not only as a leader, but as an employee of VBP.”

Our Domain Experts, Sam and Richard, are also looking forward to the benefits of having mentors while they are taking on their roles in the Client Onboarding Team.

“Handling my own team as a DE, I think one of the most important advantages of being part of FUEL would be receiving personal insights from my mentor. This can help me become a more reliable leader in terms of competency and skills”, said Richard.

“This program can also let tenured managers share their best practices to new leaders like me which I can apply in my everyday work”, Sam added.

One of our mentors and top performing managers, Mike Chan, also agrees with the importance of having someone to guide new leaders while they are still in the early phase of their role:

“This will ignite the interest of our new and would-be leaders to proficiently take on the role through learning the fundamentals of leadership while growing their self-esteem and becoming the best version of themselves.”

FUEL has been delegated to the Learning and Development department. A Program Manager is designated to oversee development, implementation, and evaluation of the program.

Webinar: Knowledge, Systems & Outsourcing with David Carney

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 people behind VBP is David Carney, and he’s my guest on this live Insight session to show how he’s built an outsourcing company of such significant size, specifically designed for financial advisers.

The range of services he provides extends beyond just VA, paraplanning and admin support, to cover areas like document production, marketing, and a whole host more. What we’re going to talk to David about is not just his experience in this space, but also his previous experience as a consultant to financial advisors, to give insight into how he’s made it work at scale, so you can do the same.

So up for ‘the land Down Under’!

So up for ‘the land Down Under’!

When I won the Paraplanner of the Year award, I said to myself, “Thank you, Lord, for the self-validation I have always been praying for.”

Facing 2018 was a challenge for me because of a personal journey I faced in 2017 which made me realise that, where you are now is where you are meant to be. And that sometimes, even hard work and determination to achieve a dream won’t be enough, especially if it isn’t the timeline God has set for you.

I feel blessed that somehow, all the questions I had for myself, with all the self-doubt and loss of confidence, now have answers. And it all finally makes sense.

Trip to ‘Straya!

Part of the award was a trip to Australia to meet my clients in MBS Insurance. The trip was set from the 11th to the 21st of January 2019 which was such a perfect time since it was still summer and the office was still not as busy.

The flight to Sydney was smooth. Since the schedule relatively coincides with my usual sleeping time, I basically just slept through the flight.

When I arrived, Ash (lead paraplanner of MBS) collected me at the airport and we went straight to the Blue Mountains where she lived. I stayed there for a night and then the following day, Sunday, we went for a bush walk up to the Hanging Rock.

It was an 8-km walk. I loved the scenery going there! When we reached the top, the view definitely did not disappoint. I was afraid that it might not live up to its “hype” and how it looked like in pictures. But nope, Hanging Rock was breathtaking. At first, I was having jelly legs. I’ve done treks to mountains before but this was by far the highest peak I’ve ever stood on.

Come Monday, Ash and I went to the city to meet Kristina, another one of our lead paraplanners. We went out for lunch at Café Sydney and again, I was in awe of the view. I had a medium rare beef tenderloin with potato puree and onion rings. Now, I can attest to its popular reviews – the steak definitely melts in your mouth!

After our lunch, I went ahead and explored the city all by myself. With a map in my hand and a good sense of direction, I managed to get around the city pretty well. I went to the Art Gallery of NSW to see Van Gogh and then decided to walk to the Queen Victoria building. Along the way, I also got to see St. Mary’s Cathedral and other amazing sites.

By Tuesday (15th of January), I went up to the MBS office to join our huddle. Then Loren (another lead paraplanner) picked me up for lunch as we planned to do the Spit to Manly Walk. When we reached Manly, it was time for lunch. The vibe there was refreshing, with all the funky cafes and colourful stores. I had a huge serving of their famous fish and chips for lunch and then a cone of ice cream for dessert to fight the scorching heat.

The next few days I spent visiting more places in Sydney – went to the Bondi Beach with Loren then to the fish market (by myself) to try some delicious lobster. I also spent another day in the office – had lunch with the team, played some table tennis and grabbed a drink at a nearby pub.

I also got to spend time with Carolyn (general manager) and Steph (client services manager). We headed out to The Rocks Market to see some local and artisanal products. Carolyn got me a photo taken by the local photographers as a sort of memento of my visit to Sydney. Such a really sweet gesture from her! We then had lunch at a nice place with a view of the Harbour Bridge. This time, I had a pulled pork bun and a “drink”. *wink

We took a walk down to the Sydney Opera House to have some drink at the Opera Bar. Though the place was filled with loud music, the vibe was so chill and very relaxing.

Then, Sunday came, 20th January, my last day in Sydney. When I found out about the day’s itinerary, I was pretty sure my Sydney trip was going to end with a blast!

I took the train bound for Loftus Station where Ash, Hannah and Helen collected me. We headed straight to Bundeena where we walked to Little Marley Beach and then bam! I couldn’t put into words exactly how to describe the amazing view and how the whole experience felt. Although it looks awesome in the photos, I feel like the pictures still haven’t done justice. It was just spectacular!

Time to go home

And just like that, it was now time for me to fly back home.

Throughout my Sydney trip, the MBS team didn’t fail to make me feel like I’m part of them. Not just because I was there physically that I felt that I was more than just an offshore team member, but I think it was because of how accommodating and warm they were to me. They even seemed to be more excited to tour me around than me being excited about visiting Sydney. Haha!

I couldn’t express how grateful I am to my whole VBP family especially to DC and DD, for this opportunity as well as to Christian, Tim, Team Phoenix and Team BabyCorp for all the support they provided me since day one.

This trip has made me experience a lot of new things – visiting a new country, bush and coastal walks, train rides, and not eating rice for almost 10 days! Haha! And of course, having had the chance to meet our MBS team, and this time, not just virtually but in the flesh, meant a lot to me. 

Life, indeed, has a lot to offer. We just need to be patient and take every opportunity as a step closer to our goals. And it’s full of surprises! Take that from me. Now, be ready for yours!

Watch: 2018 Year in Review

Watch: 2018 Year in Review

2018 was another amazingly fulfilling year for VBP. Apart from consistently hitting our targets and satisfying our clients, we also have greatly increased in number, both our staff and clients.

Last year, another milestone was reached as we launched our third expansion and our largest office yet.

Let’s take a look back at how 2018 went: