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
With October being Financial Planning Month, we wanted to provide some helpful information for when Advisors meet with their clients to advise them on how to better manage their finances and investments. Here are four basic tips that you can share with your clients as they work towards their goals of being more financially stable in the present and can help solidify their financial futures.
Topics: Financial Advisors, Financial Advising, Financial Technology, Client Relationships, Long Term Planning, ESG, saving money, Financial Planning Month
Is your New Year’s Resolution for 2021 to save more money?
The start of a new year is the perfect time to reassess your finances and make a plan to save more money. Check out these tips to increase your savings in 2021!
Topics: Financial Literacy, finance, saving money