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First Impressions in a Social Media Age

Posted by Vanderbilt Financial Group on 3/17/17 2:33 PM
Back in the day, your first impression with a client was a firm handshake. Now, by the time a client has reached out to shake your hand, they’ve already done a deep dive online, Googling your name, reading articles, and yes, searching on social media. What they find on the web - that’s your first impression.

Your web presence is now a hugely important part of your business. It’s your online personality. So how do you look online? A “Business Page” on Facebook is a quick way to help you make a great first impression online, while staying compliant.

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Topics: Social Media, Financial Advisors, Facebook

3 Steps Advisors Can Take to Protect Against Hackers

Posted by Vanderbilt Financial Group on 3/10/17 12:10 PM

Cybersecurity is something all financial advisors need to master in order to maintain a successful, compliant, and secure business. Some financial advisors just buy antivirus and firewall software and then forget about it.

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Topics: Financial Advisors, Cybersecurity

What's in a Name?

Posted by Vanderbilt Financial Group on 3/3/17 3:24 PM

SEC Chairman Michael Piwowar speaks out about the "terrible, horrible, no-good, very bad" Department of Labor Fiduciary Rule. 

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Topics: Financial Advisors, Department of Labor, DOL Fiduciary Rule

DOL - Delayed or Dead?

Posted by Vanderbilt Financial Group on 2/9/17 10:52 AM

If you’re like us, you rejoiced last Friday (Feb 3, 2017) as you watched President Trump sign the Executive Order effectively taking a stand to dismantle the DOL Fiduciary Rule that has been on the minds’ of Financial Advisors across the country for over a year. We sighed a sigh of relief as we thought eliminating the impending rule would save us headaches, hurdles, and “Unintended Consequences”.

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Topics: DOL Fiduciary Rule

Senior$afe Act Protects Advisors Too

Posted by Vanderbilt Financial Group on 2/2/17 3:56 PM

In our blog series on elder abuse (“Elder Abuse: Avenues of Attack”) we brought to light the issue of elder abuse and how it can affect a Financial Advisor’s practice. In our second installment (“How to Protect Your Clients and Your Business Against Elder Abuse”) we mentioned some strategies of protection, briefly mentioning the Senior$afe Act.  This bill, if passed by congress, can hugely help to protect advisors, so here are the things you need to know.

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Topics: Senior$afe Act, Elder Planning, Elder Abuse

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