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
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
With October being Financial Planning Month, we wanted to provide some helpful information for when Advisors meet with their clients to advise them on how to better manage their finances and investments. Here are four basic tips that you can share with your clients as they work towards their goals of being more financially stable in the present and can help solidify their financial futures.
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Topics:
Financial Advisors,
Financial Advising,
Financial Technology,
Client Relationships,
Long Term Planning,
ESG,
saving money,
Financial Planning Month
Being a young Financial Advisor is not easy. Building your client base takes a lot of time, effort and patience but the payoff can be a lifetime of relationships cultivated. We sat down with several Vanderbilt Advisors and asked them “What advice would you give to a young Financial Advisor trying to make it in Financial Services?” As you read on, you’ll notice most Advisors aren’t giving advice on products or services. There’s a thorough line of advice around communication, listening and relationship building.
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Topics:
Financial Advisors,
Independent Financial Advisor
Summary:
- The Financial Services industry is not all about greed. Many Advisors’ intrinsic drive is helping others with planning their goals or driving capital towards impactful ventures.
- Financial Planners providing thoughtful and customized roadmaps that cater to exceptional circumstances in wealth management is an advantage over Passive Investing.
- Financial Advisors do want to bridge the Financial Literacy gap and teach clients the fact-based financial concepts relevant to their situations.
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Topics:
Financial Advisors,
Independent Financial Advisor
