Our Blog
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...
VBP at Five: 10 things we’ve learned along the way
Oh, how time flies! We can’t believe it’s been five years…yes, five years. For most businesses, five years may seem relatively new, but for us, these five amazing years have given us a lot more than we can imagine. A mix of thrill and excitement—it definitely is a...
Marketing tips: Blog writing checklist
Why do you need a blog? A blog humanizes your brand. It gives your business an avenue to discuss about the things that relate to your company and clients. A blog lets you share information and opinions, it shows your voice and character as a brand. It is one of the...
Otter: Record and transcribe real-time!
Dreading transcriptions? Anyone working in the financial planning industry can surely relate to creating tons of file notes and transcribing numerous discovery meetings. This slow painful process is one of the most time-consuming tasks in our back office. But thanks...
White Papers
Get a copy of our support strategies tailor-made for Financial Planners.