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We are excited to welcome our additions to the Vanderbilt Team during the 3rd Quarter of 2024, Angelo Grosso, Jordan Luna, and Husnain Tirmazi. The addition of these three team members is key to the firm's vision of building the strongest teams to support our financial professionals.

Topics: woodbury broker dealer, woodbury financial services, Broker Dealer, independent broker dealer, Vanderbilt Financial Group, finance, Operations, hires

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Topics: Financial Advisors, Financial Advising, Broker Dealer, Independent Financial Advisor, Business Building, Client Relationships, Vanderbilt Financial Group, The Advisor Spotlight, women in finance, finance

With 2024 fast approaching, there is plenty to be done before the end of the year. This is why Vanderbilt wanted to provide a checklist of things all financial professionals should do before January 1. These 5 things can be beneficial in getting off on the right foot in 2024 and help with making it a successful year for you, your team, and your clients. 

Topics: LinkedIn, Financial Advisors, Financial Advising, Broker Dealer, Financial Technology, Independent Financial Advisor, Business Building, Cybersecurity, Vanderbilt Financial Group, Marketing, finance, Holiday, Advisor Tools, New Year

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.

Topics: Financial Advisors, Broker Dealer, independent broker dealer, Vanderbilt Financial Group, Compliance, Advisor Tools, Operations

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.

Topics: Financial Advisors, Impact Investing, Financial Advising, Broker Dealer, Financial Technology, Business Building, Vanderbilt Financial Group, Blogging, finance, SDG, infographic