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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With 2023 half way over we wanted to take a moment to reflect on the success and growth has had during the first half of the year. Vanderbilt strives to provide their Advisors with the best tools available, to support and grow their businesses, no matter what the current condition of the markets are.
Vanderbilt Financial Group was recognized by Investment News as a Top Independent Broker-Dealer for 2023, our second year in a row. We were also awarded the Top Broker-Dealer Award for 2023 by Financial Services Review, and was recognized as an Inclusive Workplace by Best Companies Group and COLOR Magazine.
Being an independent Financial Advisor often means growing your business on your own without the structure or framework of a large firm. While the upsides to that are many (think: being your own boss on your own terms), the downside can include not having the business building skills needed to grow.
An often under-utilized resource for leveling up on these skills can be found within the yearly mandated Continuing Education (CE) courses you’re required to take to uphold your license. Advisors may sometimes think of these as merely a compliance obligation, yet we’re here to let you in on a secret: there is valuable content that could help to build your entrepreneurial advisory IF you take the right classes.
Below are 4 relevant CE Courses and why they could help your practice:
At Vanderbilt Financial Group, we've made a name for ourselves in the industry as "The Sustainable Broker Dealer", one of a very few that is dedicated to making a positive impact on the world. We've built into our systems to leverage technology in an effort to make Vanderbilt a more impactful company and increase our sustainability efforts, whether that's through our solar panels and state-of-the-art utility systems in our LEED Certified Platinum Headquarters in Long Island or through the online, cloud based management systems our advisors employ in their practice everyday.
Today, March 8, marks the unofficial 110th celebration of International Women's Day. This day is not only a celebratory day, it's also a reminder of the work that's still left to do in gaining gender parity. While there are a million people and subjects we could've highlighted on this day, we decided to stay true to the Vanderbilt way of highlighting and celebrating the women entrepreneurs in our lives and the overall contribution they're making to our global economy.