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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

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