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Fall Reading List: 5 Books Recommended by Financial Advisors for Financial Advisors

Posted by Moira Do on 10/8/19 1:15 PM

 

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:

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Topics: Financial Advisors, Impact Investing, Jed Emerson, Financial Literacy, Reading List

Advisor Spotlight: Stuart Valentine

Posted by Jeso O'Neill, Director of Communications on 9/27/19 8:44 AM

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're thrilled to be trying out a new format! We're turning these interviews into short-form podcasts. You have to start somewhere and we decided to start with Stuart Valentine, a VFG Financial Advisor whose practice, Centered Wealth focuses on connecting one’s life-purpose with financial choices and investment portfolios. Below are the audio highlights from our interview. However, I found the content very meaty and decided to post the transcript not covered in the podcast below. It's long, but well-worth the read....

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Topics: ESG, sustainability, Jed Emerson, The Advisor Spotlight, renewable energy

Jed Emerson, Impact Investing Shining Star, On How Advisors Can Build Their Businesses

Posted by Vanderbilt Financial Group on 12/14/17 9:02 AM

Every so often, it’s great to get some motivation from the top. We were honored that our CEO Stephen Distante was able to speak with internationally recognized thought leader Jed Emerson, an impact investing strategic adviser known for his work helping individuals and institutions seeking to leverage the greatest financial, social and environmental impact from their investments.  His words give us great insight into the meaning and purpose of capital and how financial advisors can best integrate impact investing into their practice.

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Topics: Impact Investing, sustainability, Jed Emerson

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