We’ve seen the phrases “unprecedented times”, “challenging times” and even “ushering in a new era” in countless articles, emails, and commercials when it comes to the COVID-19 epidemic. And it’s true, we are in unprecedented times in which our human activity has been halted, or paused, for a brief moment in time to ensure the safety of our communities. While the media has focused more on the many negative effects of this pause, portions of the environment have seen positive outcomes.
Topics: Impact Investing, earth day, Environment
Socially responsible businesses are not new concepts. For centuries, people have been using their businesses and investments to engage and better their communities and their environments. We saw this on a local level through examples such as corporate-sponsored community health programs.
Topics: Black History Month
Women have been historically underrepresented in Financial Services. According to a 2017 study by Stanford University, men comprise 75% of the Wealth Management field and fill 80% of the leadership roles. However, a young black woman from Georgia has continued the trend of women breaking the glass ceiling in Financial Services. In March 2017, Lauren Simmons made history as the youngest full-time woman equity trader at the New York Stock Exchange (NYSE). “I am proud to have a badge of a trader,” Simmons said of her achievement in an interview with LinkedIn.
Topics: Black History Month
Being a young Financial Advisor is not easy. Building your client base takes a lot of time, effort and patience but the payoff can be a lifetime of relationships cultivated. We sat down with several Vanderbilt Advisors and asked them “What advice would you give to a young Financial Advisor trying to make it in Financial Services?” As you read on, you’ll notice most Advisors aren’t giving advice on products or services. There’s a thorough line of advice around communication, listening and relationship building.
