Con 23

Amplify your Growth. Create transformative solutions for your business.

Contact Info

Mango Square Building,
General Maxilom Avenue,
Cebu City, 6000
(02) 899 99696

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VBP Client Conference 2023

Amplify Your Growth

Creating Transformative Solutions for your Business

 16th to 19th August 2023 

Cebu City, Philippines

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:


Focus on leadership, capability development and culture as a strategy in creating a working environment to attract, retain and engage team members.

What Our Delegates Are Saying

“Overall, it was fantastically put together, from the content, speakers, meeting fellow delegates and to our

1-on-1 time with the (Philippine) team.”

Jessica Looby

Client Service Manager

Integral Rural Financial Services

“I love it all! Especially meeting my team and spending time with them—focused on relationship-building rather than training.”

Fiona Slavin

Paraplanning Manager

Alteris Financial Group

“(My favorite part was) spending time with team members. Immersing myself with other advisers and advice practices.”

Jayden Post

Managing Director and Principal Adviser

Cruz Financial Planning

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


Savant Wealth Management

Marie C. Segura

Senior Consultant,

Blanchard Philippines

Kasey Patterson

Head of People & Culture,

Invest Blue

Emily Jenkins

Co-founder and

Chief Product Officer, Ensombl

Elza Avery

Creative Director,

ET Collective

Paul Barrett

CEO, AZ Next

Generation Advisory

Paul Bolstad


AGS Financial Group

Glen Reilly

Director / Adviser,

Fitzpatricks Private Wealth

Greg Hansen

Senior Business

Strategy Manager, HUB 24

Chris Mather

Executive Director,

New Business- CFS

Michelle Krig

Director, State Manager,


David Carney



Christopher Miller

Technical Lead-Paraplanning,


Gwendolyn Lazarito

Community Manager,


Charmaine Querouz

Senior Manager - Vibe,


Event Schedule

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

  • 3:15 p.m. - 4:00 p.m. - Session A: Communication Made Simple by David Carney read more

    This session will teach delegates in coming up with a step-by-step plan in order to communicate effectively. When done correctly, this will leave delegates feeling understood, interesting, and inspirational when communicating with others.

    Delegates may use the simple 6-step framework in communicating with clients, team members, or stakeholders.

  • 3:15 p.m. - 4:00 p.m. - Session B: Key Drivers of Business Growth (Sponsor Session by CFS) Moderated by Michelle Krig read more

    Five (5) leading advice practices share their in-depth experience and insights on the key drivers that have led to their success in a rapidly evolving environment. They share the lessons they’ve learned along the way, as well as their plans to ensure future success. They will also explore the domestic and international advice landscape, drawing key insights to help advice businesses better understand the levers which can influence their own future success.

4:00 p.m. - 4:30 p.m. Travel to Seda Central Bloc

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

  • 3:15 p.m. - 4:00 p.m. - Session A: Project Amplify - Empowering VBP Team to Fuel Employee Engagement, Performance and Development read more

    Engagement. Development. Performance. Retention -- these are vital to a business. In this session, the VBP People & Culture team will share how VBP uses the culture platform to empower teams and fuel positive change with team member engagement, performance, and development tools.

  • 3:15 p.m. - 4:00 p.m. - Session B: How to Build Meaningful Relationships in the Digital World
    by Emily Jenkins and Gwendolyn Lazarito read more

    Emily and Gwen of Ensombl will share what it takes to create an online community and also principles and best practices that Ensombl has put in place to effectively engage with their clients digitally.

    Having spent the last six (6) years cultivating the most engaged online destination for financial advice professionals, and working as a fully remote team, building meaningful relationships online is a core part of Ensombl's proposition.

    In this practical session, we will share real-world examples from within the Ensombl team and the Ensombl advice community to help you build rapport and strong connections with your clients in the digital world.

  • 3:15 p.m. - 4:00 p.m. - Session C: Introducing CFS Edge: The New Possible (Demo Session) read more

    In collaboration with advisers, we’ve delved deep to understand the opportunities across diverse practices, so we can provide you with an advice solution that helps unlock greater potential in your business..

    Join us as we take you through the capabilities of CFS Edge, our new wrap platform. Explore its key features and watch a live demonstration of how we can help you remove complexity and friction, as well as increase your business capacity. We’ll also provide an overview of the steps we are taking to ensure you will be set up for success on CFS Edge from the start. This includes the registration process at the practice and adviser level as well as training opportunities.

4:00 p.m. - 4:30 p.m. Transfer to Seda Central Bloc

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

  • 1:45 p.m.- 2:30 p.m. - VBP Team Member Value Proposition
    by Charmaine Querouz, Senior Manager - Vibe, VBP read more

    In this breakout session, Charmaine will provide a detailed overview of the value proposition we provide to our team members and how you can support and work with us to ensure we have happy, motivated and productive members of your team. You will no doubt be able to take some of the ideas of how we foster an amazing culture back to your own business.

  • 1:45 p.m.- 2:30 p.m. - Session B: Panel Discussion: Delivery of Unique Client Experience (Sponsor Session by HUB24) read more

    Collaboration to shape the future of the advice industry is a key strategic pillar at HUB24 which was referenced throughout last year’s VBP Conference.

    In this panel session we discuss with prominent advice practitioners and business owners, Paul Barrett of AZ NGA, Sue Viskovic of Elixir Consulting, and Felix Humphries of Custodian Financial Group , their approach to technology integration to ensure seamless delivery of a unique client experience and how collaboration has enabled this to be achieved with multiple stakeholders and technologies.

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

  • 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.

See Awards Here

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!