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.
Read More
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
Being a financial advisor is no walk in the park. Between managing client expectations, keeping the communication flowing, and tackling industry complexities, the role can feel like juggling flaming swords while riding a unicycle. But don’t worry—Vanderbilt Financial Group (VFG) is here to help you trade the stress for success. Let’s dive into the top three challenges financial advisors face and how VFG steps in to make things easier.
Read More
Topics:
Financial Advisors,
Financial Advising,
Broker Dealer,
Financial Technology,
Vanderbilt Financial Group
{% module_block module "widget_a7cc0404-0ae5-49a6-9eca-2c26fd3b0b8e" %}{% module_attribute "child_css" is_json="true" %}{}{% end_module_attribute %}{% module_attribute "css" is_json="true" %}{}{% end_module_attribute %}{% module_attribute "definition_id" is_json="true" %}null{% end_module_attribute %}{% module_attribute "field_types" is_json="true" %}{"default_text":"group","slides":"group","slideshow_settings":"group","styles":"group"}{% end_module_attribute %}{% module_attribute "label" is_json="true" %}null{% end_module_attribute %}{% module_attribute "module_id" is_json="true" %}98459521332{% end_module_attribute %}{% module_attribute "path" is_json="true" %}"@hubspot/image_slider_gallery"{% end_module_attribute %}{% module_attribute "schema_version" is_json="true" %}2{% end_module_attribute %}{% module_attribute "slides" is_json="true" %}[{"caption":"
Each quarter 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 push for excellence in their business practices that are unparalleled and incredibly unique. Beyond high-level producers, these Financial Professionals offer sage advice and best practices for boosting your business on your terms according to your values.\n
\n
\n
Read More
Topics:
Financial Advisors,
woodbury broker dealer,
Financial Advising,
Independent Financial Advisor,
Financial advisor,
Marketing,
Investment Behavior,
finance,
Advisor Spotlight
Dear Advisors, Field Support, and VFG Team,
|
Read More
Topics:
Financial Advisors,
woodbury broker dealer,
woodbury financial services,
Financial Advising,
Financial Technology,
ESG,
Vanderbilt Financial Group,
finance,
Compliance
{% module_block module "widget_451f6a74-86cc-48f6-8895-cc4c731b37c0" %}{% module_attribute "child_css" is_json="true" %}{% raw %}null{% end_module_attribute %}{% module_attribute "css" is_json="true" %}null{% end_module_attribute %}{% module_attribute "label" is_json="true" %}null{% end_module_attribute %}{% module_attribute "module_id" is_json="true" %}98459521332{% end_module_attribute %}{% module_attribute "schema_version" is_json="true" %}2{% end_module_attribute %}{% module_attribute "slides" is_json="true" %}{% raw %}[{"img":{"src":"https://562242.fs1.hubspotusercontent-na1.net/hubfs/562242/Header2%20NBS.png","alt":"Header2 NBS","width":750,"height":300},"caption":"
\n
Read More
Topics:
Financial Advisors,
Financial Advising,
Broker Dealer,
Independent Financial Advisor,
Business Building,
Client Relationships,
Vanderbilt Financial Group,
The Advisor Spotlight,
women in finance,
finance