Each quarter Vanderbilt Financial Group features a financial professional 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 push for excellence in their business practices which are unparalleled and incredibly unique. These Financial Professionals offer sage advice and best practices for boosting your business on your terms according to your values.
Read More
Topics:
woodbury broker dealer,
Financial Advising,
Vanderbilt Financial Group,
Blogging,
Advisor Tools,
Advisor Spotlight
A Call to Financial Professionals During Mental Health Awareness Month
May is Mental Health Awareness Month, a time to spotlight the critical connection between mental well-being and every facet of life—including finances. Financial professionals are often at the intersection where money meets emotion. Behind every balance sheet, retirement plan, or portfolio rebalance, there’s a human being navigating stress, uncertainty, and sometimes shame.
Read More
Topics:
Financial Advising,
Client Relationships,
Financial Literacy,
finance,
financial stress,
mental health,
Advisor Tools
April is Financial Capability Month — a perfect opportunity for financial professionals to help their clients strengthen their financial foundations. As financial professionals and advocates, it's crucial that you not only manage portfolios but also guide your clients toward smarter everyday financial decisions.
Read More
Topics:
Financial Advisors,
Financial Advising,
Independent Financial Advisor,
Business Building,
Client Relationships,
Financial advisor,
Long Term Planning,
Vanderbilt Financial Group,
Financial Literacy,
College Debt,
Investment,
Investment Behavior,
Financial Fraud,
Managing Debt,
saving,
saving money,
financial stress,
mental health,
Advisor Tools,
Client Tips
March Madness isn’t just for basketball—it’s also a time for financial advisors to fine-tune their game plan and turn leads into clients. Just as basketball teams strategize, adapt, and execute plays to win, financial professionals need a game plan for client acquisition.
Read More
Topics:
Financial Advising,
Retirement Planning,
Financial Technology,
Independent Financial Advisor,
Client Relationships,
Email,
Marketing,
Financial Literacy,
March Madness
Being a financial advisor is no walk in the park. Between managing client expectations, keeping the communication flowing, and tackling industry complexities, the role can feel like juggling flaming swords while riding a unicycle. But don’t worry—Vanderbilt Financial Group (VFG) is here to help you trade the stress for success. Let’s dive into the top three challenges financial advisors face and how VFG steps in to make things easier.
Read More
Topics:
Financial Advisors,
Financial Advising,
Broker Dealer,
Financial Technology,
Vanderbilt Financial Group
