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Steve Distante

Stephen Distante is the CEO (or as Steve likes to be called, “Chief Entrepreneurial Officer”) of Vanderbilt Financial Group, which was founded in 1965. As the leader of Vanderbilt, Steve serves the advisors and clients by responsibly managing the firm and by instilling a culture of compliance, kindness, and helpfulness. His most impactful purpose is to ensure that all facets of the company are working effectively and efficiently while always looking for the next, smarter, and better way to do things. Steve keeps constant focus on the big picture and working on the business not in the business. He also holds the Vanderbilt Management Team accountable for preserving the vision and goals of the firm to ensure its success and longevity. A key ideal held among the Management Team is being in alignment. As Steve puts it—“We all have our oars in the water and rowing the same way!”
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Recent Posts

Withdrawal From Paris Accord Drives Impact Investing

Posted by Steve Distante on 6/15/17 1:26 PM
After weeks of speculation, on Thursday, June 1st, 2017, President Donald J. Trump publicly announced the United States withdrawal from the Paris Agreement. To many Financial Advisors with a passion or special focus on Impact Investing, ESG (Environmental Social Governance) Issues, or SRII (Socially Responsible Impact Investing), a withdrawal was something that had the potential to setback their progress, but is it possible that it had the opposite effect?
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Topics: Financial Advisors, Impact Investing, Paris Agreement

Impact Investing: Aware, Unaware & Just Don't Care

Posted by Steve Distante on 4/13/17 4:46 PM

As promoters of the Impact Investing movement, we've noticed that story telling is at the core of the movement. When we speak to people about Impact Investing, the stories behind the projects and investments resonate far deeper on a human level, than the numbers do. So in that spirit, we'd like to share a story that our CEO Steve Distante posted on Linkedin this week. 

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Topics: Impact Investing

DOL - A Strategic Plan

Posted by Steve Distante on 5/6/16 1:26 PM
 
 

I am on a flight on my way back from the 2016 WinOPS User Groups Conference in Denver for a group of BD Operations and Compliance professionals where I was invited to speak on a panel with Industry Titans, John Simmers (former CEO of the ING Advisor Network with more than 8,500 registered representatives) and Jane Reilly (President of NSCP) about the current state of DOL and what we should be doing.

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Topics: Financial Advising, Department of Labor, Retirement Planning

DOL Fiduciary Rule and The Law Of Unintended Consequences

Posted by Steve Distante on 1/22/16 12:31 PM

Would you ever consider volunteering to be a crash test dummy? Of course not, but the DOL is proposing many people do that with their retirement plans.  Brace for impact if this rule goes through, it could cause a lot of damage that is unforeseen and short sighted.

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Topics: Department of Labor, Retirement Planning, Broker Dealer

Want More clients? Make LinkedIn Work For You

Posted by Steve Distante on 12/1/15 5:00 PM

LinkedIn can be a great resource for finding prospective clients and expanding you professional network. While it is simple to set up an account, you may be missing some key elements that can make sure your profile does not get lost in the crowd.  

You created a LinkedIn profile in hopes to expand your professional network and grow your business. Just setting up a LinkedIn account is not enough, with over 400 million professionals on LinkedIn and 122 million in the US alone, you will need to know some tips and tricks to make your profile stand out.  

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Topics: Social Media, LinkedIn, Financial Advisors

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