Mergers, Acquisitions and Growth Strategies
Know the different strategies needed to move forward and learn the impacts of a higher interest-rate environment.
VBP
Client
Con 23
All roads lead to Cebu this August 2023
Join us and learn best practices straight from leaders
and key professionals in the industry.
Register Now\
What’s Next For Your Business?
As you realise your vision, VBP helps your business continue the momentum and forge onward with your progress. We consistently support clients amidst adversity and create opportunities for transformative growth.
Discover, Learn, Connect
At this year’s conference, we will share thought-provoking insights and ideas to help firms build and scale a highly successful advice business.
Discover how to grow efficiently, learn practical ways in investing in the right talents, and connect with key people and thought leaders whose insights can foster utmost growth for your business.
Expand your network with fellow financial professionals, meet your Philippine offshore team, and experience first-hand the amazing VBP culture!
The VBP Client Conference is an impactful retreat that brings together the people that run and support the top financial advisory firms —and those who aspire to the top—to concentrate on building a hugely successful business.
All sessions in the 3-day conference are designed for you to learn these 3 key themes:
People
Focus on leadership, capability development and culture as a strategy in creating a working environment to attract, retain and engage team members.
Multidisciplined Business
Learn how to run and build a multi-disciplined business from a number of CEOs and partners.
Why Should You Attend?
The conference is the perfect opportunity for you to discover best practices to take your business
to the next level and learn more from people in the financial industry.
What Our Delegates Are Saying
Keynote Speakers
We are bringing in key personalities in the Australian financial advise industry and
other experts to help you amplify your growth.
Brent Brodeski
CEO,
Savant Wealth Management
Brent Brodeski
Bio
Brent is the CEO and founder of Savant Wealth Management, one of America’s top fee-only independent RIA firms, holding more than US$17.5 billion in assets under management and advisement, employing over 350+ staff across 9 states and helping 10,000+ clients build their ideal futures.
His success comes from his aspirations to help 1,000,000 people lead better lives. Brent’s objective is to grow the business by 10 times over the next 5 years. He recently raised capital at a 22.4 times PE multiple on an enterprise valuation of US$825 million to fuel his growth aspirations and invest in firms, technologies and experiences that will take his firm to the next level.
Marie C. Segura
Senior Consultant,
Blanchard Philippines
Marie C. Segura
Bio
Marie has more than 26 years of broad-based human resource experience in multinational companies that span several continents. She works on organisation development issues executives often face as well as ground-level implementation challenges. Having worked with a variety of clients, she has clear insights into and knowledge of the needs, culture, and aspirations of global organisations.
Kasey Patterson
Head of People & Culture,
Invest Blue
Kasey Patterson
Bio
Kasey Patterson is Head of People & Culture at Invest Blue. Kasey joined Invest Blue in 2004 as a Practice Manager with a focus on building HR systems and processes. At the time Invest Blue was a small business, so she quickly ran out of things to do, so she completed her Diploma of Financial Planning, tried her hand at paraplanning and in 2006 moved into the role of Financial Adviser.
As Invest Blue grew, they knew the key to success was looking after their people, so in 2015 a People & Culture Manager role was introduced and Kasey ended up back doing what she loved most. Prior to joining Invest Blue, Kasey worked in Human Resources in the banking industry. Kasey has a Bachelor of Business, majoring in Human Resources and a Bachelor of Law.
Emily Jenkins
Co-founder and
Chief Product Officer, Ensombl
Emily Jenkins
Bio
Emily's professional North Star is ensuring the time financial advice professionals spend on the Ensombl platform is time well spent. It's unlikely you'll find anyone else who knows advisor problems as deeply as Emily does. With her creative approach to product innovation, Emily has been pivotal in cultivating the most engaged online destination for financial advice professionals.
Elza Avery
Creative Director,
ET Collective
Elza Avery
Bio
Elza is the Creative Director and founding partner of ET Collective. She s a brand designer with 15+ years of experience with a passion for smart brand thinking. Working across a diverse range of brands in a variety of industries, Elza has established a work ethic driven by hard work, collaboration and design that is based on solid brand strategy.
As co-founder and Creative Director at ET Collective – almost in its 10th year in business, Elza continues to build powerful brands with proven results, working with people, not for people, creating work that makes things simpler, smarter, more helpful, more beautiful and more fun.
Paul Barrett
CEO, AZ Next
Generation Advisory
Paul Barrett
Bio
Paul Barrett is the Founder and CEO of AZ NGA. Originally from New Zealand, Paul graduated from Victoria University in Wellington.
He established AZ NGA in 2015, after a career as a senior executive at some of Australia’s leading banking and financial services institutions including the Commonwealth Bank of Australia, ANZ Bank and Rothschild.
Paul Bolstad
CEO,
AGS Financial Group
Paul Bolstad
Bio
Paul Bolstad is the CEO of the boutique financial planning firm, AGS Financial Group. The business focuses on providing an integrated financial advice model to its clients.
The firm has since grown to become a team of 21 dedicated individuals, serving the needs of its employer clients and individual planning clients. AGS aims to be “your partners in Advice, Growth and Security”.
Glen Reilly
Director / Adviser,
Fitzpatricks Private Wealth
Glen Reilly
Bio
Glen is passionate about helping clients gain clarity around their personal goals and dreams and building strategies to assist them in achieving their ambitions. He seeks to empower his clients to live their life by design, the way they want to live.
Having been a private client adviser since 2006, Glen understands that successful, busy, affluent families often have a number of advisers, but believes that there is generally a void in ‘bringing it all together’. Glen is comfortable working harmoniously with other professional advisers, to make sure this void is eliminated.
Greg Hansen
Senior Business
Strategy Manager, HUB 24
Greg Hansen
Bio
Greg is a key member of HUB24’s Strategic Development team and is focused on creating and enhancing technology solutions to help advisers provide high-quality advice to clients and run efficient and profitable businesses. Greg has spent 30 years in the Australian financial services industry; recently co-founding Retirement Essentials; Specialists with expertise in assisting people who are transitioning to, or are in retirement. He's also held key strategy roles in Advice and Distribution businesses across Challenger, ANZ, CFS and MLC.
Chris Mather
Executive Director,
New Business- CFS
Chris Mather
Bio
Chris is the Executive Director of New Business and is part of the distribution leadership group.
Chris joined CFS after nearly 20 years at BT and has extensive experience across platform and asset management distribution, managed account build and implementation, advice practice management and betterment
Away from work, Chris has a family of two young children with his wife Jess and is an avid surfer and musician.
Michelle Krig
Director, State Manager,
NSW- CFS
Michelle Krig
Bio
Michelle is the State Manager of NSW and is part of the Distribution leadership team.
A strategic & successful business development leader with a proven track record of exceeding organisational targets for over 10 years, Michell leads, motivates and inspires her team by providing them with exciting personal development opportunities, feedback and meaningful support so that they can bring the best versions of themselves to work every single day.
David Carney
CEO,
VBP
David Carney
Bio
DC lives in Queensland and visits our Cebu site every quarter. DC brings 21 years of experience working in the financial services industry. He is a Certified Financial Planner and was the Managing Director of Aspect Partners - a financial planning firm he previously owned and successfully sold in 2008. He is a Gazelles Certified business coach and has worked with several planning firms to help them with strategic thinking and execution planning.
Frustrated with the bottlenecks in the planning industry caused by the level of admin, paperwork and compliance, he decided to find a solution for planning firms and hence, he has built an organisation that will do exactly that.
Christopher Miller
Technical Lead-Paraplanning,
VBP
Christopher Miller
Bio
Chris Miller is a seasoned Senior Paraplanner who joined VBP earlier this year as a Technical Lead for Paraplanning. With 10 years of experience in the financial planning industry, Chris has developed a reputation for his technical and compliance expertise, as well as his ability to create effective business processes.
In his current role, Chris leverages his knowledge and experience to provide high-level support and guidance to both VBP's paraplanning division and external clients.
Gwendolyn Lazarito
Community Manager,
Ensombl
Gwendolyn Lazarito
Bio
Gwen is Ensombl's resident graphic designer with a passion for creating visually appealing designs and a knack for turning team members' visions into reality. In addition to her professional work. Gwen's love for art extends beyond her day job. She spends her free time indulging in her creative pursuits, whether painting, drawing, or making stickers with her kids.
Charmaine Querouz
Senior Manager - Vibe,
VBP
Charmaine Querouz
Bio
Armed with a degree in Business Management majoring in Enterprise Development from Ryerson University in Toronto and fueled with a passion for entrepreneurial spirit, Charmaine executes the people strategy and long-term vision for growing our team while maintaining and strengthening our committed, collaborative, high-performance culture.
Event Schedule
Wednesday
| 7:30 a.m. - 8:00 a.m. | Registration (Seda Central Bloc Conference Room) |
| 8:00 a.m. - 8:15 a.m. | Conference Opening |
| 8:15 a.m. - 9:00 a.m. |
Growth Lessons from the US: Scaling Your Business Through Organic and Inorganic Growth
by Brent Brodeski, CEO of Savant Wealth Management In this session, Brent will share his experience and ideas in creating an exceptional advice firm. Brent is a CEO and a founder of one of America’s top fee-only independent RIA firms, holding more than US$17.5 billion in assets under management and advisement, employing over 350+ staff across 9 states and helping 10,000+ clients build their ideal futures. |
| 9:00 a.m. - 9:30 a.m. |
Conference Overview
by David Carney, CEO of VBP |
| 9:30 a.m. - 10:15 a.m. |
Sponsor Keynote Session: Emerging Technologies and Opportunities for Financial Services
by Greg Hansen (HUB24) This keynote session by Greg Hansen, Senior Business Strategy Manager for HUB24 Group, addresses the opportunity that the profession faces: How do you meet the needs of millennials? With an increased demand for engagement, transparency and portability, and the looming intergenerational wealth transfer, millennials will form an ever-growing portion of your client base for the coming years. |
| 10:45 a.m. - 12:10 p.m. |
Different Mergers and Acquisitions (M&A), and Growth Strategies
A panel discussion with Paul Bolstad of AGS Financial Group , Paul Barrett of AZ Next Generation Advisory, and Kasey Patterson of Invest Blue wherein they will share and discuss their business models. |
| 1:00 p.m. - 1:30 p.m. | Transfer to VBP Offices - JEG Tower and Mango Square |
| 1:30 p.m. - 2:00 p.m. | Office tours in JEG Tower or Mango Square |
| 2:00 p.m. - 3:15 p.m. | Time with your team, 1-on-1 sessions |
| 3:15 p.m. - 4:00 p.m. |
Breakout sessions
|
| 4:00 p.m. - 4:30 p.m. | Travel to Seda Central Bloc |
Thursday
| 8:15 a.m. - 9:30 a.m. |
Your Technology Stack: Designing the Financial Planning Practice of the Future
By Chris Mather and Michelle Krig (CFS) This Colonial First State session will feature a panel of experts who will design the financial planning practice of the future. The panellists will talk about the importance of integrating technology into the financial planning process to deliver high-quality client service. They will emphasise the need for immediacy of information and rapid delivery times to meet the changing needs of clients. The panellists will also highlight the importance of having team members who are efficient and have access to real-time information. They will discuss the need to automate or optimise mundane and low-value tasks to free up time and resources for more important work. |
| 9:30 a.m. - 10:30 a.m. |
Enriching Lives , Live Life on Purpose - An Advisers Journey
By Glen Reilly, Director/Adviser of Fitzpatricks Private Wealth Glen will share his journey in building a boutique advice firm and how he has achieved his success. He will also share practical and insightful tips in creating a quality advice firm. |
| 11:00 a.m. - 11:45 a.m. |
Branding Session
by Elza Avery |
| 11:45 a.m. - 12:35 p.m. |
Data-Driven Insights on How the Best Financial Planning Firms Attract Great Talent
By Emily Jenkins of Ensombl Attracting and hiring great talent can be a difficult and expensive outcome to achieve in Financial Advice. To help growth-oriented advice practices attract great talent, Emily will share the key principles and underlying trends Ensombl has uncovered in how the best Financial Planning firms attract great talent organically. |
| 1:30 p.m. - 2:00 p.m. | Transfer to JEG Tower or Mango Square office for breakout session |
| 2:00 p.m. - 3:15 p.m. | Time with team members, 1-on-1 sessions |
| 3:15 p.m. - 4:00 p.m. |
Breakout sessions
|
| 4:00 p.m. - 4:30 p.m. | Transfer to Seda Central Bloc |
Friday
| 8:15 a.m. - 11:00 a.m. |
How to Build Capability in Your Team and Rapidly Bridge Their Knowledge Gap
By Marie Segura,Senior Consultant - Blanchard Philippines Marie will share a proven, time-tested leadership model known as SLII (Situational Leadership). This model is an easy-to-understand, practical framework that enables any manager to diagnose the development level of an employee. Great leaders build meaningful connections. That means having authentic conversations that empower. Caring about their growth. Being their champion. Seeing their promise. Leading situationally is an approach that produces dramatically better returns than other management styles. |
| 11:00 a.m. - 11:30 a.m. | Transfer to VBP Offices - JEG Tower or Mango Square |
| 12:30 p.m. - 1:45 p.m. | Time with the team, 1-on-1 session |
| 1:45 p.m. - 2:30 p.m. |
Breakout sessions
|
| 2:30 p.m. - 3:00 p.m. | Transfer from Mango Office to JEG Tower Office |
| 3:00 p.m. - 4:00 p.m. |
VBP Update
by Chris Miller, Daniel Harrison, and DC |
| 4:00 p.m. - 7:00 p.m. | Friday Freaks and Dinner |
Saturday
- Island Hopping or Spa Day - Morning until afternoon
-
Talents and Awards (T&A) Night - Evening
- Attire: Sparkly formal
- Venue: Pacific Grand Ballroom,
Waterfront Cebu City Hotel & Casino
VBP Talents and Awards Night
The T&A is the heart of the conference. Camaraderie and talent shine the brightest as the entire VBP Community recognise Team Members and Clients for their contributions to the success of the company.
Learn more about what awards are in store for
your Team Members.
In Partnership with:
Registration is now closed
For those who've registered, kindly check your email for any updates from our team.
See you at the conference in August!
