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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

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

The goal for financial professionals is not only to help clients with investments but also to help them keep those investments and their personal information safe. Identity theft protection is a crucial topic for financial professionals to discuss with clients. That is why for National Identity Theft Prevention and Awareness Month we want to provide some key tips you can share with your clients:

Topics: Financial Advising, Financial Technology, Independent Financial Advisor, Client Relationships, phishing, Email, Financial Literacy, financial stress, Advisor Tools, Identity Theft, Identity Theft Protection, Client Tips

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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