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Back to School: CE Courses to Help Build Your Business

Posted by Moira Do on 10/17/19 8:45 AM

 

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:

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Topics: Business Building, Financial Literacy, CE Compliance

Built Into Our Systems: Levering Technology for Sustainability

Posted by Vanderbilt Financial Group on 3/11/19 11:07 AM

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. 

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Topics: Financial Technology, Business Building, sustainability

The State of Women Entrepreneurs on #IWD2019

Posted by Jeso O'Neill, Chief Marketing Officer on 3/8/19 3:43 PM

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. 

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Topics: Business Building, Entrepreneurial Spirit, Women Entrepreneurs

My Awakening: The Secret Behind How I Grew My Business by 815%

Posted by Steve Distante on 4/30/18 5:26 PM

People ask me how I experienced so much growth in my business over such a short time given all the things I am involved with. The answer in a word is passion.

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Topics: Business Building

2017 Resolution: Reconnecting With Your Clients

Posted by Vanderbilt Financial Group on 1/5/17 1:03 PM

You may think New Year’s Resolutions are just flimsy declarations of goals with no follow through, but have you ever thought about setting a New Year’s Resolution around building your business? Starting the year with a specific resolution can be a great way to hit the ground running and measure success.

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Topics: Independent Financial Advisor, Business Building, Client Relationships

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