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.
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
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.
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.
May is National Mental Health Awareness Month and we wanted to highlight how finances can gravely affect someone's mental health. The constant need to balance your budget and constantly accounting for your rent/mortgage, paying for groceries, paying for bills, medical expenses and the need to save for retirement can be overwhelming for many people. According to the American Psychological Association, roughly 72% of adults report varying levels of stress that result from worrying about finances and 44% say their finances are the leading cause of their stress, meaning almost 3/4 of adults in the US will suffer from financial stress. With this article, we want to spread awareness of the negative impact of financial stress and the different coping mechanisms you can use to combat it and keep your mind at ease.
Fortune's 500 is the list of the largest companies in the United States by revenue and is a great barometer to figure out which US based companies are the most successful. If you were to take a look list for 2021 you will notice something that has been trending this way for the past several years, the largest amount of women that lead these companies. There are more companies lead by women CEOs on this list than ever before and it is showing the progress and strives women have made over the last several decades. While there is still work to be done in this area, we want to celebrate these women in order to encourage and inspire others to reach great heights.