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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

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

We're humbled to share the following blog originally posted on https://saragrillo.com/ . Sara Grillo is a sought after business writer in New York City. In her blog post, "Love the Brand that Vanderbilt Built" Sara examines our brand as an example for Financial advisors. 

Read Sara's blog post below:

Topics: Financial Advisors, Marketing