Most financial professionals know the value of building relationships with CPAs, estate attorneys, and mortgage brokers. But if you're only focusing on these traditional channels, you're likely missing out on warm, high-trust referrals from professionals and influencers in your community who are interacting with your ideal clients every day.
Topics: Financial Advisors, Financial Advising, DOL Fiduciary Rule, Independent Financial Advisor, Client Relationships, Financial advisor, independent broker dealer, Marketing, Advisor Tools
Each quarter Vanderbilt Financial Group features a financial professional 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 push for excellence in their business practices which are unparalleled and incredibly unique. These Financial Professionals offer sage advice and best practices for boosting your business on your terms according to your values.
Topics: woodbury broker dealer, Financial Advising, Vanderbilt Financial Group, Blogging, Advisor Tools, Advisor Spotlight
May is Mental Health Awareness Month, a time to spotlight the critical connection between mental well-being and every facet of life—including finances. Financial professionals are often at the intersection where money meets emotion. Behind every balance sheet, retirement plan, or portfolio rebalance, there’s a human being navigating stress, uncertainty, and sometimes shame.
Topics: Financial Advising, Client Relationships, Financial Literacy, finance, financial stress, mental health, Advisor Tools
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
March Madness isn’t just for basketball—it’s also a time for financial advisors to fine-tune their game plan and turn leads into clients. Just as basketball teams strategize, adapt, and execute plays to win, financial professionals need a game plan for client acquisition.
Topics: Financial Advising, Retirement Planning, Financial Technology, Independent Financial Advisor, Client Relationships, Email, Marketing, Financial Literacy, March Madness