In today’s remote work environment, strong virtual communication is key to success, especially when working with offshore teams. Siddhi Padia, VBP Technical Lead - Paraplanning, shares essential tips for building trust, enhancing collaboration, and fostering productivity through clear communication channels, responsiveness, regular meetings, and engaging team-building activities to bridge the distance effectively.
Growth Strategy
A decription on the growth strategy for the audience.
Sue Viskovic, VBP General Manager-Consulting, emphasizes the importance of an Optimum Operating Rhythm for financial advisory firms. Drawing on Verne Harnish’s Rockefeller Habits, VBP tailors this concept to the industry's unique needs. By integrating daily huddles, weekly meetings, and strategic planning, firms can enhance performance, reduce risk, and achieve sustainable growth, aligning operational rhythms with long-term success.
In the dynamic realm of business, the principles of 'The Great Game of Business' by Jack Stack, particularly the Higher Laws of Business, have profoundly shaped VBP’s ethos. Emphasising teamwork, integrity, and ownership, these principles drive our leadership, decision-making, and collective success. They foster a culture where every team member's potential is maximised, propelling VBP towards sustained innovation and client value.
Discover how offshoring can revolutionise your business by boosting productivity and cutting costs. Learn the differences between offshoring and outsourcing, and find out why combining these strategies can save you money and enhance scalability. Ready to take the next step? Find out more and start your journey towards growth.
Referrals from trusted sources are invaluable for financial advisers, yet cultivating fruitful relationships can be challenging. In this article, we explore the 7 R’s of Successful Referral Relationships. From Respect to Reach, mastering these principles enables advisers to forge lasting partnerships, driving sustainable growth and client satisfaction.