Join Vanderbilt Blog

How to Protect Your Clients and Your Business Against Elder Abuse

Posted by Vanderbilt Financial Group on 1/19/17 2:52 PM

In last week’s blog post, “Elder Abuse: Avenues of Attack” we highlighted ways that elder clients are vulnerable to being abused and taken advantage of. We outlined the avenues of attack so that you can now identify red flags when they arise and take action to protect your clients and your business.

Read More

Topics: Elder Planning, Elder Abuse, FINRA

Elder Abuse: Avenues of Attack

Posted by Vanderbilt Financial Group on 1/13/17 4:06 PM

Elder Abuse is increasingly becoming an issue that Financial Advisors need to prepare for. As our clients get older, they are more and more vulnerable to a host of abuses that can cause huge losses to assets which can severely hurt a Financial Advisor’s book of business and open up to possible legal trouble. We’ve created a list of the ways Elders can be abused so that you can stay informed and proactive against scams.

Read More

Topics: Financial Advisors, Elder Abuse

2017 Resolution: Reconnecting With Your Clients

Posted by Vanderbilt Financial Group on 1/5/17 1:03 PM

You may think New Year’s Resolutions are just flimsy declarations of goals with no follow through, but have you ever thought about setting a New Year’s Resolution around building your business? Starting the year with a specific resolution can be a great way to hit the ground running and measure success.

Read More

Topics: Independent Financial Advisor, Business Building, Client Relationships

What We Learned From an Unpredictable 2016

Posted by Vanderbilt Financial Group on 12/29/16 2:03 PM

2016 was a year full of surprises that caused Financial Advisors to feel a wide variety of emotions. To many, the unpredictable nature of 2016 conjured up many negative feelings of fear or dread in regards to the markets and our collective financial future. But as of late it seems the majority of 2016’s fears and downturns are being overcome.

Photo Credit: Lisa Benson, Slate

Read More

Topics: BREXIT, DOL Fiduciary Rule, Long Term Planning, Fed Rates

The Inside Scoop on The DOL

Posted by Vanderbilt Financial Group on 12/22/16 10:29 AM

On December 13th Vanderbilt Chief Compliance Officer, Barry Champney was invited to participate in a Round Table Discussion in New York City around the issue of The DOL Fiduciary Rule. Top CCO’s, CEO’s, Compliance Personnel, and Attorneys who are focusing on the DOL issue were invited to come together for a collaborative discussion to share insights and questions.

Read More

Topics: DOL Fiduciary Rule

Subscribe to Email Updates

Recent Posts