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Advisor Spotlight: Mike Evans

Posted by Jeso O'Neill, Director of Communications on 12/30/19 1:22 PM

 

Jeso O'Neill is a season marketing and communications professional with a passion for sustainability. As the Director of Communications at Vanderbilt Financial Group, she has the pleasure of working with a variety of dedicated advisors and staff looking to make a difference in the world through impact investing.Jeso O'Neill is a season marketing and communications professional with a passion for sustainability. As the Director of Communications at Vanderbilt Financial Group, she has the pleasure of working with a variety of dedicated advisors and staff looking to make a difference in the world through impact investing.Each month Vanderbilt Financial Group features an Advisor in the Vanderbilt family who exhibits the VFG values of Gratitude, Respect, Innovation, Teamwork and Trust on a consistent basis. These values impact their work with clients and VFG staff, and ultimately pushes for an excellence in their business practices that is unparalleled and incredibly unique. Beyond high-level producers, these Advisors offer sage advice and best practices for boosting your business on your terms according to your values.  

This month, we feature Mike Evans of Evans Financial Group in Cheshire, CT. Mike has a long career in several companies, and his knowledge is expansive. It was really great to chat with him and his wife/business partner Mary.

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Topics: Financial Advising, Independent Financial Advisor, The Advisor Spotlight

Advisor Spotlight: Brian Ginty

Posted by Jeso O'Neill, Director of Communications on 11/5/19 1:40 PM

 

Each month Vanderbilt Financial Group features an Advisor in the Vanderbilt family who exhibits the VFG values of Gratitude, Respect, Innovation, Teamwork and Trust on a consistent basis. These values impact their work with clients and VFG staff, and ultimately pushes for an excellence in their business practices that is unparalleled and incredibly unique. Beyond high-level producers, these Advisors offer sage advice and best practices for boosting your business on your terms according to your values.  

This month I spoke to Brian Ginty of Hudson Valley Financial Services. We chatted about the transformation of technology on the trading desk. Brian laid out some sage pieces of advice for young Financial Advisors just building up their book. 

Listen in on the audio version below or continue on to read the transcript.

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Topics: Financial Advising, Independent Financial Advisor, The Advisor Spotlight

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, Broker Dealer, Independent Financial Advisor, Client Relationships, independent broker dealer

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, Broker Dealer, Independent Financial Advisor, independent broker dealer

Can Small to Midsize Broker Dealers Survive?

Posted by Vanderbilt Financial Group on 8/1/17 4:40 PM


 

Guest Vlogger: Jodie Papike, President of Cross-Search

 

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Topics: Independent Financial Advisor, independent broker dealer, Vanderbilt Financial Group

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