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.
Preparing For 2024: 5 Things Financial Professionals Should Do Before the New Year
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
10 Best Cybersecurity Practices for Financial Professionals
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.
Topics: Financial Advisors, Financial Technology, Cybersecurity, phishing, Financial Fraud, finance, infographic
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.
Topics: Vanderbilt Financial Group, John Brower Jr. Foundation, addiction, Overdose Awareness Month
Vanderbilt Big Changes: Providing Our Advisors the Tools for Success
At Vanderbilt, we believe that our Advisors can only go as far as their tools let them. Throughout the month we have rolled out a variety of tools and programs that we believe will benefit our Advisors and in turn their clients. Below you will be able to see, in detail, the programs we have enacted throughout August and what each program brings to our Advisor community. ADVISOR CONCIERGE DEDICATED LINE TO OPERATIONS - AUGUST 1ST
EXTENDED HOURS - AUGUST 22ND
We believe the additions of these tools and services will result in a better overall experience for our Advisors and in turn their clients. This is just the beginning as we are constantly looking to make changes and enhancements to the systems we have in place. Through the remainder of 2023 and beyond we hope to bring additional improvements to help in our Advisor's success. |
Topics: Financial Advisors, Broker Dealer, independent broker dealer, Vanderbilt Financial Group, Compliance, Advisor Tools, Operations
The United Nations Sustainable Development Goals (SDGs), started in 2015, provide a shared blueprint for peace and prosperity for people and the planet by ending poverty, improving health and education, reducing inequality, and spurring economic growth while addressing climate change and working to preserve our oceans and forests, by the year 2030.
Topics: Impact Investing, ESG, sustainability, United Nations, women, renewable energy, solar energy, solar, Environment, climate change, SDG