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.
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