We help financial service businesses
Improve back-office operation, reduce cost and improve task turn around time.
What best describes you?
Blending deep industry knowledge with proven systems and processes.
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 part of the process an offshore team member can assist with.
Discover the financial planning advice tasks yourcan outsource to an offshore team member today.
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Featured Blogs & Articles
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,...
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...
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...