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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

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Topics: Financial Advisors, woodbury broker dealer, Financial Advising, Independent Financial Advisor, Financial advisor, Marketing, Investment Behavior, finance, Advisor Spotlight

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Topics: Financial Advisors, Financial Advising, Broker Dealer, Independent Financial Advisor, Business Building, Client Relationships, Vanderbilt Financial Group, The Advisor Spotlight, women in finance, finance

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

 

Being a young Financial Advisor is not easy. Building your client base takes a lot of time, effort and patience but the payoff can be a lifetime of relationships cultivated. We sat down with several Vanderbilt Advisors and asked them “What advice would you give to a young Financial Advisor trying to make it in Financial Services?” As you read on, you’ll notice most Advisors aren’t giving advice on products or services. There’s a thorough line of advice around communication, listening and relationship building.

Topics: Financial Advisors, Independent Financial Advisor

Summary:

• The Financial Services industry is not all about greed. Many Advisors’ intrinsic drive is helping others with planning their goals or driving capital towards impactful ventures.
• Financial Planners providing thoughtful and customized roadmaps that cater to exceptional circumstances in wealth management is an advantage over Passive Investing.
• Financial Advisors do want to bridge the Financial Literacy gap and teach clients the fact-based financial concepts relevant to their situations.

Topics: Financial Advisors, Independent Financial Advisor