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2023 VFG Year In Review

Posted by Jerry McNulty on 2/29/24 3:48 PM

Dear Advisors, Field Support, and VFG Team,

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Topics: Financial Advisors, woodbury broker dealer, woodbury financial services, Financial Advising, Financial Technology, ESG, Vanderbilt Financial Group, finance, Compliance

Advisor Spotlight: Dr. Nicole B. Simpson, CFP®

Posted by Jerry McNulty on 12/29/23 3:01 PM
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Topics: Financial Advisors, Financial Advising, Broker Dealer, Independent Financial Advisor, Business Building, Client Relationships, Vanderbilt Financial Group, The Advisor Spotlight, women in finance, finance

Preparing For 2024: 5 Things Financial Professionals Should Do Before the New Year

Posted by Jerry McNulty on 12/1/23 3:03 PM

With 2024 fast approaching, there is plenty to be done before the end of the year. This is why Vanderbilt wanted to provide a checklist of things all financial professionals should do before January 1. These 5 things can be beneficial in getting off on the right foot in 2024 and help with making it a successful year for you, your team, and your clients. 

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Topics: LinkedIn, Financial Advisors, Financial Advising, Broker Dealer, Financial Technology, Independent Financial Advisor, Business Building, Cybersecurity, Vanderbilt Financial Group, Marketing, finance, Holiday, Advisor Tools, New Year

10 Best Cybersecurity Practices for Financial Professionals

Posted by Jerry McNulty on 10/30/23 4:57 PM

As we continue to navigate an increasingly interconnected world, it is crucial that we remain vigilant in safeguarding our sensitive data and information and in protecting a financial professional's own and client data from potential threats. Cybersecurity is a responsibility, and each financial professional must do everything they can to maintain the security, integrity, and confidentiality of their client's data.

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Topics: Financial Advisors, Financial Technology, Cybersecurity, phishing, Financial Fraud, finance, infographic

8th Annual Heroes Against Heroin 5k Walk

Posted by Jerry McNulty on 9/7/23 12:18 PM

September is National Recovery Month, the world’s annual campaign to end overdose, remember those who have passed and acknowledge the grief of the family and friends left behind, while ending the stigma that comes along with it.

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Topics: Vanderbilt Financial Group, John Brower Jr. Foundation, addiction, Overdose Awareness Month

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