Each quarter Vanderbilt Financial Group features a financial professional 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 which are unparalleled and incredibly unique. These Financial Professionals offer sage advice and best practices for boosting your business on your terms according to your values.
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Topics:
woodbury broker dealer,
Financial Advising,
Vanderbilt Financial Group,
Blogging,
Advisor Tools,
Advisor Spotlight
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.
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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
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.
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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.
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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,
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Topics:
Financial Advisors,
woodbury broker dealer,
woodbury financial services,
Financial Advising,
Financial Technology,
ESG,
Vanderbilt Financial Group,
finance,
Compliance
