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Tax Reform Could Mean Big Bucks to Independent Financial Advisors

Posted by Vanderbilt Financial Group on 5/10/17 4:19 PM
Last Month the Trump Administration released a proposal for the new tax reform plan which would have major benefits to independent financial advisors. Many financial advisors now have a uniquely appealing opportunity to go independent, create a Limited Liability Company (LLC), and see a real change to their income.
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Topics: Financial Advisors, Independent Financial Advisor, Donald Trump, Tax Reform

2017 Resolution: Reconnecting With Your Clients

Posted by Vanderbilt Financial Group on 1/5/17 1:03 PM

You may think New Year’s Resolutions are just flimsy declarations of goals with no follow through, but have you ever thought about setting a New Year’s Resolution around building your business? Starting the year with a specific resolution can be a great way to hit the ground running and measure success.

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Topics: Independent Financial Advisor, Business Building, Client Relationships

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VFG uses MSCI, an industry leader in driving ESG and Climate transparency through objective measuring and modeling of ESG characteristics. Learn more at MSCI.com. VFG and its affiliates support and promote Environmental, Social, and Corporate Governance (“ESG”), Socially Responsible Investing (“SRI”), and Impact Investing, but the Firm and its affiliates do not require or mandate that its financial professionals engage solely in related activities.  Clients of the Firm and its affiliates are not required to adopt or invest in any specific security, strategy, or portfolio. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.