side-by-side | VBP Advice Planner

Routine Should Set You Free

Avoid using 'original thought' on routine activities.

Routine Should Set You Free

A clear process allows 'original thought' to be deployed on cost, acquisition, and engagement, not wasted on routine activities.

Routine Should Set You Free

Use it to grow and develop your business.


	Senario 1	Senario 2	Senario 3
	2320.96	2319.9850	2206.9850
	TOTAL COST	TOTAL COST	TOTAL COST

ASSUMPTION
Oncost for onshore roles	0.3	0.3	0.3
Efficiency improvement	0.1	0.2	0.2

WEEKS / HR
Weeks per year	52	52	14
Vacation and sick leave	6	6	5
Net weeks	46	46	32
Hours per week	38	38	38
Hours per year	1748	1748	1748

ROLE
Financial Planner	178.49	178.49	118.49
Paraplanner (AU)	89.23	89.23	89.23
Paraplanner (VBP)	32.04	32.04	32.04
Client Service Officer	59.5	59.5	59.5
Financial Planning Assistant (VBP)	21.6	21.6	21.6

ADVICE PROCESS STAGE
Before first meeting	0.25	0.225	0.225
First meeting	2	1.8	1.8
After first meeting	5.5	5.2	5.2
Product and strategy research	19.5	19.2	19.2
SOA preparation	8	8	8
Implementation preparation	3.5	3.5	3.5
Before advice presentation	0.25	0.25	0.25
Advice presentation meeting	2	1.8	1.8
After advice presentation	1.5	1.45	1.45
Implementation	7.5	7.5	7.5

Total time
Hours	1.5	1.45	1.45
Cost	7.5	7.5	7.5