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3 Misconceptions about the Financial Advice Industry, as told by our Advisors

Posted by Jeso O'Neill, Chief Marketing Officer on 1/30/20 10:31 AM

Summary:

  • The Financial Services industry is not all about greed. Many Advisors’ intrinsic drive is helping others with planning their goals or driving capital towards impactful ventures.
  • Financial Planners providing thoughtful and customized roadmaps that cater to exceptional circumstances in wealth management is an advantage over Passive Investing.
  • Financial Advisors do want to bridge the Financial Literacy gap and teach clients the fact-based financial concepts relevant to their situations.
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Topics: Financial Advisors, Independent Financial Advisor

Greenwashing: Deciphering between Marketing Ploys versus Real ESG Products

Posted by Joe Trifiletti on 1/2/20 11:55 AM

Vanderbilt’s 295 solar panels show our commitment to sustainability.

Summary:

  • Companies who practice greenwashing can make both deliberate claims and unintentionally misrepresent their sustainability efforts.
  • As a Financial Advisor, you can help your clients avoid these bogus claims with resources outlined at the end of the article.

Many businesses promote their credentials with the promises of having green buildings, eco-labels, and clean technologies. But how many of these pledges are authentic? How many of them are just empty corporate spins? We called these inauthentic claims “greenwashing” in our past article “Will "Impact-Washing" Be the New Greenwashing?

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Topics: Greenwashing, Impact-Washing, ESG, Green Finance

Advisor Spotlight: Mike Evans

Posted by Jeso O'Neill, Chief Marketing Officer on 12/30/19 1:22 PM

 

Jeso O'Neill is a season marketing and communications professional with a passion for sustainability. As the Director of Communications at Vanderbilt Financial Group, she has the pleasure of working with a variety of dedicated advisors and staff looking to make a difference in the world through impact investing.Jeso O'Neill is a season marketing and communications professional with a passion for sustainability. As the Director of Communications at Vanderbilt Financial Group, she has the pleasure of working with a variety of dedicated advisors and staff looking to make a difference in the world through impact investing.Each month Vanderbilt Financial Group features an Advisor in the Vanderbilt family who exhibits the VFG values of Gratitude, Respect, Innovation, Teamwork and Trust on a consistent basis. These values impact their work with clients and VFG staff, and ultimately pushes for an excellence in their business practices that is unparalleled and incredibly unique. Beyond high-level producers, these Advisors offer sage advice and best practices for boosting your business on your terms according to your values.  

This month, we feature Mike Evans of Evans Financial Group in Cheshire, CT. Mike has a long career in several companies, and his knowledge is expansive. It was really great to chat with him and his wife/business partner Mary.

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Topics: Financial Advising, Independent Financial Advisor, The Advisor Spotlight

Shareholder resolutions: What are they and why should they matter to your clients?

Posted by Joe Trifiletti on 12/20/19 11:46 AM

 

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Topics: Impact Investing, ESG

Debt Consolidation: Helping Clients Manage Debt

Posted by Joe Trifiletti on 12/13/19 1:22 PM

 

Summary:

  • In dealing with debt, you should get familiar with these 3 key factors when considering Debt Consolidation, 3 common Debt Consolidation tools, and their pros/cons.
  • Your goal as an Financial Advisor is making sure clients don’t make the same mistake twice that damages their financial health.

More so than ever, Financial Advisors have become holistic practitioners looking at the complete financial wellness of their clients. Long gone are the days of transaction-based FAs handling 401ks and investments for retirement – Financial Advisors have become embedded in the personal lives of their clients, offering advice on a myriad of financial (and sometimes non-financial) needs.

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Topics: Financial advisor

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