VFD Compliance +

Module 1: Compliance+

Future Focus & Potential for Growth Leading to Increased Fee Income

Module 1 covers everything you and your team need to know to deliver added value and execute your Compliance+ Strategy to increase fees, upskill your team and engage and upsell clients. The key topics covered include:

• Using the VFD Pro Portal to add clients and generate the core collateral you will need
• Using the Client Discussion Model to deliver a Future-Focused discussion with clients
• Introduction to FiMBO (Financial Management for Business Owner Training Programme)
• The Business Overview Report – So What Guides, VFD Academy, and the LMS
• Adding Qualitative information to augment pure financial information to add more value
• The client journey: Adding value, testing, and measuring to de-risk fee increases