Dear Advisors, Field Support, and VFG Team,
Topics: Financial Advisors, Financial Advising, Broker Dealer, Independent Financial Advisor, Business Building, Client Relationships, Vanderbilt Financial Group, The Advisor Spotlight, women in finance, finance
With 2024 fast approaching, there is plenty to be done before the end of the year. This is why Vanderbilt wanted to provide a checklist of things all financial professionals should do before January 1. These 5 things can be beneficial in getting off on the right foot in 2024 and help with making it a successful year for you, your team, and your clients.
Topics: LinkedIn, Financial Advisors, Financial Advising, Broker Dealer, Financial Technology, Independent Financial Advisor, Business Building, Cybersecurity, Vanderbilt Financial Group, Marketing, finance, Holiday, Advisor Tools, New Year
As we continue to navigate an increasingly interconnected world, it is crucial that we remain vigilant in safeguarding our sensitive data and information and in protecting a financial professional's own and client data from potential threats. Cybersecurity is a responsibility, and each financial professional must do everything they can to maintain the security, integrity, and confidentiality of their client's data.
September is National Recovery Month, the world’s annual campaign to end overdose, remember those who have passed and acknowledge the grief of the family and friends left behind, while ending the stigma that comes along with it.