Virtual Business Partners in Sydney, Australia | Financial planner

Virtual Business Partners

Locality: Sydney, Australia

Phone: +61 2 8999 9696

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• Business service
• Financial planner

25.01.2022 Happy Halloween!

25.01.2022 This week has been full of learning! We have always believed in continuous learning and professional growth especially for our leaders. A series of training sessions both onsite and offsite have been conducted this week: Understanding Different Generations & Coaching for our Client Services Managers and Team Leads Intensive training for our new batches of financial planning assistants and paraplanners 4 Disciplines of Executions for our managers and department & cluste...r heads #VBPLearningandDevelopment

25.01.2022 Sam and Isay at the XY Xmas Party Tour!

24.01.2022 Our Marketing Team at the 2-day 6th Digital Marketing Master Class last 27th and 28th of February. The master class was an 18-hr intensive training on Digital Marketing Strategy, Digital Media Planning and Buying (Ads), Social Media Management, Content Marketing, Video Marketing, and SEO. #VBPTrainingOpportunities

23.01.2022 Looking through a presentation regarding our business and came across a couple of photos from last years awards night and client conference. Got a tear in my eye thinking that we wont be able to hold these events this year. - Dave

22.01.2022 Congratulations to 2 of our clients for receiving the XY 2019 Brains Trust Awards! Liam Shorte from Verante Financial Planning - Most Valuable Technical award, and Adele Martin from Firefly Wealth Most Valuable - Marketing award.

20.01.2022 Be a leader not a manager

20.01.2022 Check out this podcast with our CEO Dave Carney as he talks about his humble beginnings and how he strived to pursue his passion in providing the best solutions for financial advisers, even battling with all the challenges of outsourcing. Thanks to Clayton Daniel and XY Adviser for this great opportunity!

18.01.2022 A new role we are looking to fill

17.01.2022 Australia Day is coming up so heres a quick fact about The Coat of Arms of Australia.

16.01.2022 Always a happy sight when our clients finally get to spend time with their staff, especially those who meet their team members for the first time. Here are a few snippets from the recent client conference where our clients spend time with their team members:

16.01.2022 Snowy white Christmas at VBP! Were counting down the days to our much-awaited 2-week break. Whos excited???

15.01.2022 "VBP is a growing company and it is very important for us to keep up to date with their development and new offerings. We wish to build an ongoing relationship and take advantage on offshoring wherever we can. More importantly, it is a great investment into our relationship and loyalty with our girls. We enjoy spending time with them every time we are in the Philippines." - Dawn Huang, Navwealth Group With over 40 attendees including clients, special guests and keynote speakers, this is our biggest client conference yet! Watch the highlights of this years VBP Outsourcing Conference: https://virtualbusinesspartners.com.au//best-of-vbp-confe/

15.01.2022 The fruit of love is service, which is compassion in action. - Mother Teresa Our Caring Kangaroos sharing some love and early Christmas gifts to the elderlies... at Hospicio de San Jose de Barili. Thank you to all VBP staff and clients for your generous contributions! The smiles in their faces were priceless. #VBPCares #VBPCaringKangaroos

15.01.2022 Happening Now: First leg of the VBP On the Road Workshop & Client Forum. Heres our CEO Dave Carney with the Melbourne delegates. During the VBP Conference last August, our clients found great value from our Q&A sessions and forum. So now, weve put together our first ever roadshow in Australia to give more clients the opportunity to provide feedback to us as well as share experiences and best practice tips with their co-advisers. After this, they will be heading to the XY Ad...viser Xmas Party tour! (Which we are sponsoring, by the way.) Sydney and Brisbane, see you next week! PS: Thanks to Rocksy and Tim for the photos!

14.01.2022 New office blessing and ribbon cutting.

14.01.2022 Huge congratulations to one of our clients, Mark Rattigan of Merideon Wealth Strategies - 2019 Infocus Adviser of the Year!

14.01.2022 "If you want to go fast, go alone. If you want to go far, go together." Our first management huddle with 95% of our team now working remote.

11.01.2022 We are glad to be sponsoring the XY Adviser xmas party. Hope to catch up in November

08.01.2022 "Believe you can and youre halfway there." A couple of years ago, we set our Big, Hairy, Audacious Goal (BHAG) of 500 staff and 200 clients by 2025. We believed and now weve reached one of these goals 5 years ahead of our target - were now at 500 staff! Achievement Unlocked Lets celebrate this milestone as we also countdown to the opening of our 4th office expansion!... CHEERS TO 500 FREAKS AND COUNTING!

06.01.2022 Are you spending too much time to produce an SOA? Are your profits above or below firms of similar size to yours? Are you or your advisers spending time in the right areas? You can share all of these challenges in our Adviser Survey. All participants will get a copy of our detailed Advisers Best Practice report. The survey takes less than 10min to complete and will give you lots of insights. Click below: https://www.surveymonkey.com/r/VBP-Adviser-Survey-02

06.01.2022 "Its not how much we give, but how much love we put to giving." -Mother Teresa Happy holidays from the whole VBP Family!

05.01.2022 Flow Efficiency (Business Process Efficiency) is one of the most powerful business metrics we can measure and use in Business Agility. Unfortunately, it is also a complete blind spot for most businesses. It is a metric many fear and resist to engage with.

05.01.2022 Here in VBP, we established our interest groups to not only have fun, but also enable everyone to INTEGRATE WORK AND LIFE, to let them know that we support and care about their passion. Last weekend our VBP Furry Pals - our newly established interest group that advocates on responsible pet ownership and promotes animal welfare - have visited Mayari Animal Rescue Organization and spent a day with our furry friends at the shelter. Truly proud of our team for this initiative. W...e encourage and invite everyone to support animal shelters like MARO. Great job VBP Furry Pals! For more information on how to volunteer, contribute, foster or adopt, visit their website: www.mayarirescue.com #HeartForPAWS #tospeakforthevoiceless #VBPFurryPals

05.01.2022 Our CEO Dave Carney, CSO Tim Farr, former DE Sam Israel and our Paraplanner of the Year Isay Ballena having a blast at the XY Adviser Xmas Party Tour!

05.01.2022 Last leg of the #VBPOntheRoad today in Sydney! Here are DC and Tim with our clients for the workshop and Q&A forum before they head to the XY Adviser Xmas Party tonight.

04.01.2022 Heres to 4 more years together

03.01.2022 Always proud of our very enthusiastic and creative team! Congratulations to all winners, you guys are amazing! #VBPHalloween2019

03.01.2022 Our Head of Client Experience, Gazi Velez, and Head of Learning and Development, Kay Jongko, attending the Practical Project Management Training for Managers.

02.01.2022 Came across this quote from the late Jim Rohn. Great reminder for anyone moving away from asset-based fees or commission. Pricing is about the value, not the time.

02.01.2022 We did it! Special thanks to Isabel Frui for all her hard work in the certification process!

02.01.2022 Too blessed to be stressed.