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Vanderbilt Financial Group

Founded in 1965 and located in Woodbury, NY, Vanderbilt Financial Group is the “Sustainable Broker Dealer.” The firm is the first Independent BD committed to investing with purpose. Through Impact Investments the firm offers investments in socially and/or environmentally responsible, ethical, and impactful opportunities. In 2014 the firm was recognized with the MAP Vital Factors Solutions® Presidential Award for achieving excellence through implementing the MAP Management System™. Vanderbilt’s refreshing, unique, and progressive culture is a driving force to continue to be innovative constantly striving to positively impact their community.
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Recent Posts

Take Your Own Advice: Why All Financial Advisors Should Have a Succession Plan

Posted by Vanderbilt Financial Group on 7/11/17 2:17 PM

Succession planning is just as important for an Independent Financial Advisor as retirement planning is for any client. But many Financial Advisors nearing retirement have no plan in place. Here are a few reasons why it’s so important for Financial Advisors to take their own advice and make a plan.

 

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Topics: Succession Planning

Tax Reform Could Mean Big Bucks to Independent Financial Advisors

Posted by Vanderbilt Financial Group on 5/10/17 4:19 PM
Last Month the Trump Administration released a proposal for the new tax reform plan which would have major benefits to independent financial advisors. Many financial advisors now have a uniquely appealing opportunity to go independent, create a Limited Liability Company (LLC), and see a real change to their income.

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Topics: Financial Advisors, Independent Financial Advisor, Donald Trump, Tax Reform

5 Step Guide to Identify a Phishing Email

Posted by Vanderbilt Financial Group on 3/28/17 2:53 PM
Spam and phishing is an unfortunate reality for all businesses to combat. In order to maintain a secure, compliant, and successful business, we must protect ourselves against phishing by becoming vigilant and smart in our daily activities.


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Topics: Financial Advisors, Financial Technology, Cybersecurity, phishing, Email

First Impressions in a Social Media Age

Posted by Vanderbilt Financial Group on 3/17/17 2:33 PM
Back in the day, your first impression with a client was a firm handshake. Now, by the time a client has reached out to shake your hand, they’ve already done a deep dive online, Googling your name, reading articles, and yes, searching on social media. What they find on the web - that’s your first impression.

Your web presence is now a hugely important part of your business. It’s your online personality. So how do you look online? A “Business Page” on Facebook is a quick way to help you make a great first impression online, while staying compliant.

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Topics: Social Media, Financial Advisors, Facebook

3 Steps Advisors Can Take to Protect Against Hackers

Posted by Vanderbilt Financial Group on 3/10/17 12:10 PM

Cybersecurity is something all financial advisors need to master in order to maintain a successful, compliant, and secure business. Some financial advisors just buy antivirus and firewall software and then forget about it.

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Topics: Financial Advisors, Cybersecurity

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