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Preparing For 2024: 5 Things Financial Professionals Should Do Before the New Year

Posted by Jerry McNulty on 12/1/23 3:03 PM

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. 

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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

Want More clients? Make LinkedIn Work For You

Posted by Steve Distante on 12/1/15 5:00 PM

LinkedIn can be a great resource for finding prospective clients and expanding you professional network. While it is simple to set up an account, you may be missing some key elements that can make sure your profile does not get lost in the crowd.  

You created a LinkedIn profile in hopes to expand your professional network and grow your business. Just setting up a LinkedIn account is not enough, with over 400 million professionals on LinkedIn and 122 million in the US alone, you will need to know some tips and tricks to make your profile stand out.  

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Topics: Social Media, LinkedIn, Financial Advisors

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