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.
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:
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