At Vanderbilt, we believe that our Advisors can only go as far as their tools let them. Throughout the month we have rolled out a variety of tools and programs that we believe will benefit our Advisors and in turn their clients. Below you will be able to see, in detail, the programs we have enacted throughout August and what each program brings to our Advisor community.
ADVISOR CONCIERGE DEDICATED LINE TO OPERATIONS - AUGUST 1ST
- This line is answered by Operations Specialists with the intent of answering questions posed. Any question that requires additional expertise will be transferred to the Subject Matter Expert (SME).
- We aim to reduce voicemails and answer questions as quickly and efficiently as possible.
- This service is available from 9 am-5 pm EST, Monday-Friday (excluding days in which the office is closed).
OPERATIONS TEXT CAPABILITIES - AUGUST 8TH
- Texting capabilities are available for general communications to and from operations.
- Calling this number will automatically forward you to one of our Operations Specialists through the Advisor Concierge line.
EXTENDED HOURS - AUGUST 22ND
- Both an Operations Specialist & Operations Principal are now available Monday – Friday, 5:00 pm - 12:00 am ET
- Phone support for advisor questions
- Email support for Review/Responding to Operations Fresh Desk tickets
- Pre-screening of Docupace work items
- Building new accounts in Wealthscape
- A Compliance Principal are now available Monday – Friday, 5:00 pm - 12:00 am ET
- Advertising and Marketing Review Requests
- Email support for Review/Responding to Compliance Fresh Desk tickets
We believe the additions of these tools and services will result in a better overall experience for our Advisors and in turn their clients. This is just the beginning as we are constantly looking to make changes and enhancements to the systems we have in place. Through the remainder of 2023 and beyond we hope to bring additional improvements to help in our Advisor's success. |
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Topics:
Financial Advisors,
Broker Dealer,
independent broker dealer,
Vanderbilt Financial Group,
Compliance,
Advisor Tools,
Operations
The United Nations Sustainable Development Goals (SDGs), started in 2015, provide a shared blueprint for peace and prosperity for people and the planet by ending poverty, improving health and education, reducing inequality, and spurring economic growth while addressing climate change and working to preserve our oceans and forests, by the year 2030.
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Topics:
Impact Investing,
ESG,
sustainability,
United Nations,
women,
renewable energy,
solar energy,
solar,
Environment,
climate change,
SDG
With 2023 half way over we wanted to take a moment to reflect on the success and growth has had during the first half of the year. Vanderbilt strives to provide their Advisors with the best tools available, to support and grow their businesses, no matter what the current condition of the markets are.
Vanderbilt Financial Group was recognized by Investment News as a Top Independent Broker-Dealer for 2023, our second year in a row. We were also awarded the Top Broker-Dealer Award for 2023 by Financial Services Review, and was recognized as an Inclusive Workplace by Best Companies Group and COLOR Magazine.
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Topics:
Financial Advisors,
Impact Investing,
Financial Advising,
Broker Dealer,
Financial Technology,
Business Building,
Vanderbilt Financial Group,
Blogging,
finance,
SDG,
infographic
The United States recognizes Federal Holidays as dates designated by the U.S. government as holidays, where non-essential government offices and most businesses are closed in commemoration and recognition of important dates. Of the 11 dates recognized as Federal Holidays, Memorial Day is one that many look forward to, with many considering it the unofficial start of summer. While we all love Memorial Day for the barbecues, spending time with friends and family and the three-day weekend, it is also important to remember the origin of the holiday and who it honors.
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Topics:
US History,
Memorial Day,
Veterans,
Holiday,
Remembrance Day
Vanderbilt prides itself on being a firm specializing in ESG & Impact Investing, finance with a purpose. We take satisfaction in knowing that many of our Advisors are steering their clients into investing in a better and healthier future for our planet. While we support those methods to create a more sustainable planet through investing, we also do our part as a firm directly.
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Topics:
Impact Investing,
ESG,
Green Finance,
sustainability,
earth day,
renewable energy,
LEED,
Platinum LEED,
solar energy,
Environment,
SDG
