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Being a financial advisor is no walk in the park. Between managing client expectations, keeping the communication flowing, and tackling industry complexities, the role can feel like juggling flaming swords while riding a unicycle. But don’t worry—Vanderbilt Financial Group (VFG) is here to help you trade the stress for success. Let’s dive into the top three challenges financial advisors face and how VFG steps in to make things easier.

Topics: Financial Advisors, Financial Advising, Broker Dealer, Financial Technology, Vanderbilt Financial Group

We are excited to welcome our additions to the Vanderbilt Team during the 3rd Quarter of 2024, Angelo Grosso, Jordan Luna, and Husnain Tirmazi. The addition of these three team members is key to the firm's vision of building the strongest teams to support our financial professionals.

Topics: woodbury broker dealer, woodbury financial services, Broker Dealer, independent broker dealer, Vanderbilt Financial Group, finance, Operations, hires

Dear Advisors, Field Support, and VFG Team,

Topics: Financial Advisors, woodbury broker dealer, woodbury financial services, Financial Advising, Financial Technology, ESG, Vanderbilt Financial Group, finance, Compliance

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Topics: Financial Advisors, Financial Advising, Broker Dealer, Independent Financial Advisor, Business Building, Client Relationships, Vanderbilt Financial Group, The Advisor Spotlight, women in finance, finance

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