Vanderbilt Financial Services: Assessing Future Opportunities
The owner and sole shareholder of a Vanderbilt Financial Services brokerage in London, Ontario, must decide on the best course of action to grow his business. In 2018, the owner was concerned that he had not accomplished as much as he could with his current business strategy. He was a financial adviser specializing in life insurance and mutual fund products, and he was looking to find new ways to grow. The owner had come up with two options to help achieve growth within his brokerage: enter the real estate market by building business office space to use and to rent to prospective tenants, or build a larger team of life insurance and mutual fund representatives to help manage his growing client base.