Essential Insights

Essential Insights Plan: Future-Focused Meetings for Enhanced Compliance and Business Insights

The Essential Insights Plan provides foundational tools and support to create impactful, future-focused meetings that blend traditional compliance with valuable business insights. It’s designed to enhance your advisory role by seamlessly integrating compliance tasks with insightful data-driven discussions, helping clients see the bigger picture while strengthening your value as a trusted advisor.

What’s Included:

Client Reporting and Insights

• VFD Pro Portal: Centralise client data and streamline access to a comprehensive suite of Reports, Analysis, Growth, and Exit Planning Models—all branded with your practice’s identity.
• Demo Reports & Models (VFD Branded): Utilise VFD Pro-branded sample reports to showcase the powerful insights available to clients.
• Early Access: Be among the first to access new reports, growth models, and exit tools, providing a competitive edge and enabling clients to stay ahead in their industries.

Flexible Client Connections

• ‘Business Overview’ Connections: Generate concise, impactful Business Overview Reports for any client to establish advisory services.
• ‘Compliance+’ Connection: Elevate client discussions with the Compliance+ connection, enabling streamlined access to both Business Overview Reports and Client Discussion Models to support more proactive client engagement.
• ‘Business Development’ Connections: Provide a holistic view of clients’ business growth potential with unlimited access to Growth Planning Reports, Models, and Analysis. Further information on connection types.

Training and Support

• Unlimited VFD Academy Access: Get in-depth support and resources, including access to premium training materials, video tutorials, and example reports. Stay updated on the latest insights through monthly training sessions.
• Peer Support Group for Practice Owners: Join a network of practice owners to share insights and strategies for implementing financial advisory services.
• Technical Training: Access up-to-date training sessions twice per month to refine your skills and keep pace with the latest tools.
• In-Person Technical Support: On-call support ensures you have expert guidance to resolve any issues efficiently.

Client Engagement and Promotion

• Practice Directory Listing: Increase visibility with a listing on the VFD Pro directory, enabling potential clients to connect with you based on engagement and client feedback.

Plan previously provided as ‘Bronze Practice Plan’