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.
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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.
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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.
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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
The goal for financial professionals is not only to help clients with investments but also to help them keep those investments and their personal information safe. Identity theft protection is a crucial topic for financial professionals to discuss with clients. That is why for National Identity Theft Prevention and Awareness Month we want to provide some key tips you can share with your clients:
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Topics:
Financial Advising,
Financial Technology,
Independent Financial Advisor,
Client Relationships,
phishing,
Email,
Financial Literacy,
financial stress,
Advisor Tools,
Identity Theft,
Identity Theft Protection,
Client Tips
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.
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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
