--- title: Join Vanderbilt | Advisor Tools description: Advisor Tools | --- [![Logo-nav-for-web](https://blog.joinvanderbilt.com/hs-fs/hubfs/Images/Logo-nav-for-web.jpg?width=150&name=Logo-nav-for-web.jpg)](http://joinvanderbilt.com/) - [Home](http://joinvanderbilt.com/) - [About Us](http://joinvanderbilt.com/letter-from-our-ceo/) - [Welcome from our CEO](http://joinvanderbilt.com/letter-from-our-ceo/) - [Unique Culture](http://joinvanderbilt.com/unique-culture/) - [Meet Our Team](http://joinvanderbilt.com/meet-our-team/) - [Sustainable Wealth Management Firm](http://joinvanderbilt.com/sustainable-broker-dealer/) - [Our Services](http://joinvanderbilt.com/impact-investments/) - [Impact Investing](https://joinvanderbilt.com/impact-investments/) - [Investments Services](http://joinvanderbilt.com/investment/) - [Insurance](http://joinvanderbilt.com/insurance-services/) - [Advisory Services](http://joinvanderbilt.com/advisory-services-2/) - [Technology Platform](http://joinvanderbilt.com/tech-suite/) - [Join Us](http://joinvanderbilt.com/why-vanderbilt-independent-broker-dealer/) - [Why Vanderbilt](http://joinvanderbilt.com/why-vanderbilt-independent-broker-dealer/) - [Transition Process](http://joinvanderbilt.com/transition/) - [Timeline](http://joinvanderbilt.com/in-the-news/) - [Resources](https://blog.joinvanderbilt.com) - [Blog](https://blog.joinvanderbilt.com) - [Videos](http://joinvanderbilt.com/videos/) - [In The Press](https://joinvanderbilt.com/in-the-press/) - [Contact Us](https://joinvanderbilt.com/contact-us/) # Join Vanderbilt Blog ## [10 Referral Sources Financial Advisors Overlook (And How to Approach Them)](https://blog.joinvanderbilt.com/10-referral-sources-financial-advisors-overlook) Posted by [Jerry McNulty](https://blog.joinvanderbilt.com/author/jerry-mcnulty) on 7/31/25, 3:33 PM - [Tweet](https://twitter.com/share) [![](https://blog.joinvanderbilt.com/hubfs/refer%20blog.png)](https://blog.joinvanderbilt.com/10-referral-sources-financial-advisors-overlook) Most financial professionals know the value of building relationships with CPAs, estate attorneys, and mortgage brokers. But if you're only focusing on these traditional channels, you're likely missing out on warm, high-trust referrals from professionals and influencers in your community who are interacting with your ideal clients every day. [Read More](https://blog.joinvanderbilt.com/10-referral-sources-financial-advisors-overlook) 0 Comments [Click here to read/write comments](https://blog.joinvanderbilt.com/10-referral-sources-financial-advisors-overlook#comments-listing) Topics: [Financial Advisors](https://blog.joinvanderbilt.com/topic/financial-advisors), [Financial Advising](https://blog.joinvanderbilt.com/topic/financial-advising), [DOL Fiduciary Rule](https://blog.joinvanderbilt.com/topic/dol-fiduciary-rule), [Independent Financial Advisor](https://blog.joinvanderbilt.com/topic/independent-financial-advisor), [Client Relationships](https://blog.joinvanderbilt.com/topic/client-relationships), [Financial advisor](https://blog.joinvanderbilt.com/topic/financial-advisor), [independent broker dealer](https://blog.joinvanderbilt.com/topic/independent-broker-dealer), [Marketing](https://blog.joinvanderbilt.com/topic/marketing), [Advisor Tools](https://blog.joinvanderbilt.com/topic/advisor-tools) ## [VFG Spotlight on Matt Holibaugh, Council Member & Financial Advisor!](https://blog.joinvanderbilt.com/vfg-spotlight-on-matt-holibaugh-council-member-financial-advisor) Posted by [Jerry McNulty](https://blog.joinvanderbilt.com/author/jerry-mcnulty) on 6/30/25, 3:24 PM - [Tweet](https://twitter.com/share) [![](https://blog.joinvanderbilt.com/hubfs/MHolibaughSL-1.png)](https://blog.joinvanderbilt.com/vfg-spotlight-on-matt-holibaugh-council-member-financial-advisor) *Each quarter* *Vanderbilt* *Financial Group features a financial professional 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* *push for* *excellence in their business practices* *which* *are unparalleled and incredibly* *unique**. These* *Financial Professionals* *offer sage advice and best practices for boosting your business on your terms according to your values.* [Read More](https://blog.joinvanderbilt.com/vfg-spotlight-on-matt-holibaugh-council-member-financial-advisor) 0 Comments [Click here to read/write comments](https://blog.joinvanderbilt.com/vfg-spotlight-on-matt-holibaugh-council-member-financial-advisor#comments-listing) Topics: [woodbury broker dealer](https://blog.joinvanderbilt.com/topic/woodbury-broker-dealer), [Financial Advising](https://blog.joinvanderbilt.com/topic/financial-advising), [Vanderbilt Financial Group](https://blog.joinvanderbilt.com/topic/vanderbilt-financial-group), [Blogging](https://blog.joinvanderbilt.com/topic/blogging), [Advisor Tools](https://blog.joinvanderbilt.com/topic/advisor-tools), [Advisor Spotlight](https://blog.joinvanderbilt.com/topic/advisor-spotlight) ## [Supporting Mental Health Through Financial Guidance](https://blog.joinvanderbilt.com/mental-health-financial-guidance) Posted by [Jerry McNulty](https://blog.joinvanderbilt.com/author/jerry-mcnulty) on 5/27/25, 3:02 PM - [Tweet](https://twitter.com/share) [![](https://blog.joinvanderbilt.com/hubfs/mental%20health%20blog%2025.png)](https://blog.joinvanderbilt.com/mental-health-financial-guidance) ### A Call to Financial Professionals During Mental Health Awareness Month May is **Mental Health Awareness Month**, a time to spotlight the critical connection between mental well-being and every facet of life—including finances. Financial professionals are often at the intersection where money meets emotion. Behind every balance sheet, retirement plan, or portfolio rebalance, there’s a human being navigating stress, uncertainty, and sometimes shame. [Read More](https://blog.joinvanderbilt.com/mental-health-financial-guidance) 0 Comments [Click here to read/write comments](https://blog.joinvanderbilt.com/mental-health-financial-guidance#comments-listing) Topics: [Financial Advising](https://blog.joinvanderbilt.com/topic/financial-advising), [Client Relationships](https://blog.joinvanderbilt.com/topic/client-relationships), [Financial Literacy](https://blog.joinvanderbilt.com/topic/financial-literacy), [finance](https://blog.joinvanderbilt.com/topic/finance), [financial stress](https://blog.joinvanderbilt.com/topic/financial-stress), [mental health](https://blog.joinvanderbilt.com/topic/mental-health), [Advisor Tools](https://blog.joinvanderbilt.com/topic/advisor-tools) ## [Financial Capability Month: Empowering Clients with Smart Money Moves](https://blog.joinvanderbilt.com/financial-capability-month-empowering-clients-with-smart-money-moves) Posted by [Jerry McNulty](https://blog.joinvanderbilt.com/author/jerry-mcnulty) on 4/28/25, 2:22 PM - [Tweet](https://twitter.com/share) [![](https://blog.joinvanderbilt.com/hubfs/fcm25.png)](https://blog.joinvanderbilt.com/financial-capability-month-empowering-clients-with-smart-money-moves) April is Financial Capability Month — a perfect opportunity for financial professionals to help their clients strengthen their financial foundations. As financial professionals and advocates, it's crucial that you not only manage portfolios but also guide your clients toward smarter everyday financial decisions. [Read More](https://blog.joinvanderbilt.com/financial-capability-month-empowering-clients-with-smart-money-moves) 0 Comments [Click here to read/write comments](https://blog.joinvanderbilt.com/financial-capability-month-empowering-clients-with-smart-money-moves#comments-listing) Topics: [Financial Advisors](https://blog.joinvanderbilt.com/topic/financial-advisors), [Financial Advising](https://blog.joinvanderbilt.com/topic/financial-advising), [Independent Financial Advisor](https://blog.joinvanderbilt.com/topic/independent-financial-advisor), [Business Building](https://blog.joinvanderbilt.com/topic/business-building), [Client Relationships](https://blog.joinvanderbilt.com/topic/client-relationships), [Financial advisor](https://blog.joinvanderbilt.com/topic/financial-advisor), [Long Term Planning](https://blog.joinvanderbilt.com/topic/long-term-planning), [Vanderbilt Financial Group](https://blog.joinvanderbilt.com/topic/vanderbilt-financial-group), [Financial Literacy](https://blog.joinvanderbilt.com/topic/financial-literacy), [College Debt](https://blog.joinvanderbilt.com/topic/college-debt), [Investment](https://blog.joinvanderbilt.com/topic/investment), [Investment Behavior](https://blog.joinvanderbilt.com/topic/investment-behavior), [Financial Fraud](https://blog.joinvanderbilt.com/topic/financial-fraud), [Managing Debt](https://blog.joinvanderbilt.com/topic/managing-debt), [saving](https://blog.joinvanderbilt.com/topic/saving), [saving money](https://blog.joinvanderbilt.com/topic/saving-money), [financial stress](https://blog.joinvanderbilt.com/topic/financial-stress), [mental health](https://blog.joinvanderbilt.com/topic/mental-health), [Advisor Tools](https://blog.joinvanderbilt.com/topic/advisor-tools), [Client Tips](https://blog.joinvanderbilt.com/topic/client-tips) ## [Tips For National Identity Theft Prevention and Awareness Month](https://blog.joinvanderbilt.com/tips-for-national-identity-theft-prevention-and-awareness-month) Posted by [Jerry McNulty](https://blog.joinvanderbilt.com/author/jerry-mcnulty) on 12/9/24, 2:56 PM - [Tweet](https://twitter.com/share) [![](https://blog.joinvanderbilt.com/hubfs/high-angle-lock-with-credit-cards-top-laptop-1.jpg)](https://blog.joinvanderbilt.com/tips-for-national-identity-theft-prevention-and-awareness-month) The goal for financial professionals is not only to help clients with investments but also to help them keep those investments and their personal information safe. Identity theft protection is a crucial topic for financial professionals to discuss with clients. That is why for National Identity Theft Prevention and Awareness Month we want to provide some key tips you can share with your clients: [Read More](https://blog.joinvanderbilt.com/tips-for-national-identity-theft-prevention-and-awareness-month) 0 Comments [Click here to read/write comments](https://blog.joinvanderbilt.com/tips-for-national-identity-theft-prevention-and-awareness-month#comments-listing) Topics: [Financial Advising](https://blog.joinvanderbilt.com/topic/financial-advising), [Financial Technology](https://blog.joinvanderbilt.com/topic/financial-technology), [Independent Financial Advisor](https://blog.joinvanderbilt.com/topic/independent-financial-advisor), [Client Relationships](https://blog.joinvanderbilt.com/topic/client-relationships), [phishing](https://blog.joinvanderbilt.com/topic/phishing), [Email](https://blog.joinvanderbilt.com/topic/email), [Financial Literacy](https://blog.joinvanderbilt.com/topic/financial-literacy), [financial stress](https://blog.joinvanderbilt.com/topic/financial-stress), [Advisor Tools](https://blog.joinvanderbilt.com/topic/advisor-tools), [Identity Theft](https://blog.joinvanderbilt.com/topic/identity-theft), [Identity Theft Protection](https://blog.joinvanderbilt.com/topic/identity-theft-protection), [Client Tips](https://blog.joinvanderbilt.com/topic/client-tips) [All posts](https://blog.joinvanderbilt.com/all) [Next](https://blog.joinvanderbilt.com/topic/advisor-tools/page/2) ### Subscribe to Email Updates ### Recent Posts Copyright 2015 - All Rights Reserved - Vanderbilt Financial Group 125 Froehlich Farm Blvd, Woodbury, NY 11797 | Phone: [631.845.5100](tel:6318455100) Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB.  Clearing agent: Fidelity Clearing & Custody Solutions Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity  Clearing & Custody Solutions, Charles Schwab   Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • [631-845-5100](tel:6318455100)   For additional information on services, disclosures, fees, and conflicts of interest, please visit [www.vanderbiltfg.com/disclosures](http://www.vanderbiltfg.com/disclosures)   VFG uses MSCI, an industry leader in driving ESG and Climate transparency through objective measuring and modeling of ESG characteristics. Learn more at [MSCI.com](http://msci.com/). VFG and its affiliates support and promote Environmental, Social, and Corporate Governance (“ESG”), Socially Responsible Investing (“SRI”), and Impact Investing, but the Firm and its affiliates do not require or mandate that its financial professionals engage solely in related activities.  Clients of the Firm and its affiliates are not required to adopt or invest in any specific security, strategy, or portfolio. We take protecting your data and privacy very seriously. As of January 1, 2020 the [California Consumer Privacy Act (CCPA)](https://www.caprivacy.org/) suggests the following link as an extra measure to safeguard your data: [Do not sell my personal information](https://www.joinvanderbilt.com/do-not-sell-personal-info). - [Facebook](https://www.facebook.com/pages/Vanderbilt-Financial-Group/162109927178504) - [Twitter](https://twitter.com/VanderbiltFG) - [Instagram](https://www.linkedin.com/company/vanderbilt-financial-group)