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
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.
With October being Financial Planning Month, we wanted to provide some helpful information for when Advisors meet with their clients to advise them on how to better manage their finances and investments. Here are four basic tips that you can share with your clients as they work towards their goals of being more financially stable in the present and can help solidify their financial futures.
Jeso O'Neill is a season marketing and communications professional with a passion for sustainability. As the Director of Communications at Vanderbilt Financial Group, she has the pleasure of working with a variety of dedicated advisors and staff looking to make a difference in the world through impact investing.Jeso O'Neill is a season marketing and communications professional with a passion for sustainability. As the Director of Communications at Vanderbilt Financial Group, she has the pleasure of working with a variety of dedicated advisors and staff looking to make a difference in the world through impact investing.Each month Vanderbilt Financial Group features an Advisor 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 pushes for an excellence in their business practices that is unparalleled and incredibly unique. Beyond high-level producers, these Advisors offer sage advice and best practices for boosting your business on your terms according to your values.
This month, we feature Mike Evans of Evans Financial Group in Cheshire, CT. Mike has a long career in several companies, and his knowledge is expansive. It was really great to chat with him and his wife/business partner Mary.
Editor's Note: This is the third and final post in a series for International Fraud Awareness Week, November 17-23. Fraud is one of the most serious issues clients deal with today. We hope that through this series, Financial Advisors gain a deeper awareness of the types of fraud their clients face and an understanding of how to help spot it before any damage is done.
- Social Enterprise Fraud undermines the reputation of the Financial Institutions and Advisors who offer unique opportunities for clients to have impact with their investments.
- There are 5 common types of Social Enterprise Fraud that investors need to be aware of: illegitimate enterprises, corruption, charity fraud, identity theft, and phishing.