Dear Advisors, Field Support, and VFG Team,
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
September is National Recovery Month, the world’s annual campaign to end overdose, remember those who have passed and acknowledge the grief of the family and friends left behind, while ending the stigma that comes along with it.
At Vanderbilt, we believe that our Advisors can only go as far as their tools let them. Throughout the month we have rolled out a variety of tools and programs that we believe will benefit our Advisors and in turn their clients. Below you will be able to see, in detail, the programs we have enacted throughout August and what each program brings to our Advisor community.ADVISOR CONCIERGE DEDICATED LINE TO OPERATIONS - AUGUST 1ST
EXTENDED HOURS - AUGUST 22ND
We believe the additions of these tools and services will result in a better overall experience for our Advisors and in turn their clients. This is just the beginning as we are constantly looking to make changes and enhancements to the systems we have in place. Through the remainder of 2023 and beyond we hope to bring additional improvements to help in our Advisor's success.