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The Five Reasons Smaller Broker Dealers Can Grow Your AUM

Posted by Steve Distante on 4/11/18 4:16 PM

Passion is essential for growing your business as an advisor, but most broker dealers don’t exactly support that vibe. In fact, the protocols in place at many of the larger broker dealers are a de-motivator that stifles even the most passionate advisor’s enthusiasm.

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Topics: Financial Advisors

Equifax Data Breach: What You Need to Know Now

Posted by Vanderbilt Financial Group on 9/14/17 1:06 PM

There is a lot of fear and confusion surrounding the massive Equifax data breach which has affected millions of Americans. We’d like to share our Chief Compliance Officer, Barry Champney’s initial reaction to this breach which is relevant and helpful to both Financial Advisors and their clients.

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Topics: Equifax Data Breach, Financial Advisors, Barry Champney

Blog Share: "Love The Brand That Vanderbilt Built"

Posted by Vanderbilt Financial Group on 9/12/17 1:53 PM
We're humbled to share the following blog originally posted on https://saragrillo.com/ . Sara Grillo is a sought after business writer in New York City. In her blog post, "Love the Brand that Vanderbilt Built" Sara examines our brand as an example for Financial advisors. 

Read Sara's blog post below:

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Topics: Marketing, Financial Advisors

Advisor Advice: Finding Rhythm as an Independent FA

Posted by Vanderbilt Financial Group on 8/15/17 1:20 PM

In last week’s Advisor Advice blog, “Reasons to Leave Your Wirehouse,” we shared some of the benefits of leaving a wirehouse and joining and Independent Broker Dealer.  Being independent frees you up since you no longer have a sales manager or quota sitting on top of you. Having all this newfound freedom can be scary as you need to learn to manage yourself.

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Topics: Financial Advisors, Independent Financial Advisor, Broker Dealer, independent broker dealer, Client Relationships

Advisor Advice: Reasons to Leave Your Wirehouse (Can You Say "IMPACT?")

Posted by Vanderbilt Financial Group on 8/8/17 11:46 AM

As a financial advisor, one of the most rewarding things you could do is leave your wirehouse to go to an independent broker dealer. Wirehouses and big firms can cause advisors to feel limited, cheated, or held back. Joining an independent broker dealer means you no longer have a sales manager or quota, you are free to pursue a spectrum of investments.

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Topics: Financial Advisors, Independent Financial Advisor, independent broker dealer, Broker Dealer

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