Two Industry Leaders Working to Standardize ESG Reporting
Topics: Impact Investing, ESG
Fall Reading List: 5 Books Recommended by Financial Advisors for Financial Advisors
If you’re the type that cozies up to a good business book, below we outline an essential Fall reading list – put together by Financial Advisors for Financial Advisors. Our recurring series the “Advisor Spotlight” asks Vanderbilt Advisors to share books that have helped shape or influence their practice over the years. Below are just a few of our favorites:
Topics: Financial Advisors, Impact Investing, Jed Emerson, Financial Literacy, Reading List
Editor’s Note: 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’s Advisor Spotlight features Bob Goellner and Max Mintz of Common Interests Financial.
Topics: Impact Investing, Vanderbilt Financial Group, The Advisor Spotlight
An Innovative Advisor focused on Impact Investing
Editor’s Note: 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’s Advisor Spotlight features Mehul Thakker of Empowered Investments.
Topics: Financial Advisors, Impact Investing, The Advisor Spotlight
VFG Family + Friends - We are excited for you to join us at the Jones Beach Cleanup tomorrow. Please read thoroughly below for details on the day, meetup location, prizes and more!
Topics: Impact Investing, earth day