- Shareholder resolutions are powerful ways that your clients can exercise their voice as to how the companies they own and their portfolios are managed.
- Shareholder resolutions exemplify shareholder activism.
- Financial Advisors can represent their clients interests by signing onto shareholder resolutions through various resources outlined at the end of the article.
If you’re the type that cozies up to a good business book, below we outline an essential Fall reading list – put together by Financial Advisors for Financial Advisors. Our recurring series the “Advisor Spotlight” asks Vanderbilt Advisors to share books that have helped shape or influence their practice over the years. Below are just a few of our favorites:
Editor’s Note: 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’s Advisor Spotlight features Bob Goellner and Max Mintz of Common Interests Financial.