--- title: Join Vanderbilt | Financial Advisors (3) description: Financial Advisors | (3) --- [![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 ## [Our 2023 Thus Far](https://blog.joinvanderbilt.com/our-2023-thus-far) Posted by [Jerry McNulty](https://blog.joinvanderbilt.com/author/jerry-mcnulty) on 6/30/23, 9:30 AM - [Tweet](https://twitter.com/share) [![](https://blog.joinvanderbilt.com/hubfs/Home.png)](https://blog.joinvanderbilt.com/our-2023-thus-far) 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](https://digitaledition.investmentnews.com/may-1-2023?m=62585&i=790731&p=20&ver=html5), our second year in a row. We were also awarded the [Top Broker-Dealer Award for 2023 by Financial Services Review](https://www.financialservicesreview.com/vanderbilt-financial-group), and was recognized as an I[nclusive Workplace by Best Companies Group and COLOR Magazine](https://www.einpresswire.com/article/618415491/vanderbilt-financial-group-named-an-inclusive-workplace). [Read More](https://blog.joinvanderbilt.com/our-2023-thus-far) 0 Comments [Click here to read/write comments](https://blog.joinvanderbilt.com/our-2023-thus-far#comments-listing) Topics: [Financial Advisors](https://blog.joinvanderbilt.com/topic/financial-advisors), [Impact Investing](https://blog.joinvanderbilt.com/topic/impact-investing), [Financial Advising](https://blog.joinvanderbilt.com/topic/financial-advising), [Broker Dealer](https://blog.joinvanderbilt.com/topic/broker-dealer), [Financial Technology](https://blog.joinvanderbilt.com/topic/financial-technology), [Business Building](https://blog.joinvanderbilt.com/topic/business-building), [Vanderbilt Financial Group](https://blog.joinvanderbilt.com/topic/vanderbilt-financial-group), [Blogging](https://blog.joinvanderbilt.com/topic/blogging), [finance](https://blog.joinvanderbilt.com/topic/finance), [SDG](https://blog.joinvanderbilt.com/topic/sdg), [infographic](https://blog.joinvanderbilt.com/topic/infographic) ## [Financial Planning Month: Tips Advisors Can Give to Their Clients](https://blog.joinvanderbilt.com/financial-planning-month-tips-advisors-can-give-to-their-clients) Posted by [Jerry McNulty](https://blog.joinvanderbilt.com/author/jerry-mcnulty) on 10/31/22, 10:56 AM - [Tweet](https://twitter.com/share) [![](https://blog.joinvanderbilt.com/hubfs/FPM-2.png)](https://blog.joinvanderbilt.com/financial-planning-month-tips-advisors-can-give-to-their-clients) 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. [Read More](https://blog.joinvanderbilt.com/financial-planning-month-tips-advisors-can-give-to-their-clients) 0 Comments [Click here to read/write comments](https://blog.joinvanderbilt.com/financial-planning-month-tips-advisors-can-give-to-their-clients#comments-listing) Topics: [Financial Advisors](https://blog.joinvanderbilt.com/topic/financial-advisors), [Financial Advising](https://blog.joinvanderbilt.com/topic/financial-advising), [Financial Technology](https://blog.joinvanderbilt.com/topic/financial-technology), [Client Relationships](https://blog.joinvanderbilt.com/topic/client-relationships), [Long Term Planning](https://blog.joinvanderbilt.com/topic/long-term-planning), [ESG](https://blog.joinvanderbilt.com/topic/esg), [saving money](https://blog.joinvanderbilt.com/topic/saving-money), [Financial Planning Month](https://blog.joinvanderbilt.com/topic/financial-planning-month) ## [“What Advice Would You Give to A Young Financial Advisor?”](https://blog.joinvanderbilt.com/advice-for-a-young-financial-advisor) Posted by [Jeso O'Neill, Chief Marketing Officer](https://blog.joinvanderbilt.com/author/jeso-oneill-chief-marketing-officer) on 2/3/20, 9:00 AM - [Tweet](https://twitter.com/share) [![](https://blog.joinvanderbilt.com/hubfs/woman-in-suit.jpg)](https://blog.joinvanderbilt.com/advice-for-a-young-financial-advisor)   [Being a young Financial Advisor is not easy](https://blog.joinvanderbilt.com/the-time-is-right-for-young-financial-advisors-to-strike-with-impact-investing). 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. [Read More](https://blog.joinvanderbilt.com/advice-for-a-young-financial-advisor) 0 Comments [Click here to read/write comments](https://blog.joinvanderbilt.com/advice-for-a-young-financial-advisor#comments-listing) Topics: [Financial Advisors](https://blog.joinvanderbilt.com/topic/financial-advisors), [Independent Financial Advisor](https://blog.joinvanderbilt.com/topic/independent-financial-advisor) ## [3 Misconceptions about the Financial Advice Industry, as told by our Advisors](https://blog.joinvanderbilt.com/misconceptions-financial-advice-industry) Posted by [Jeso O'Neill, Chief Marketing Officer](https://blog.joinvanderbilt.com/author/jeso-oneill-chief-marketing-officer) on 1/30/20, 10:31 AM - [Tweet](https://twitter.com/share) [![](https://blog.joinvanderbilt.com/hubfs/Misconception-1.jpg)](https://blog.joinvanderbilt.com/misconceptions-financial-advice-industry) **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.** [Read More](https://blog.joinvanderbilt.com/misconceptions-financial-advice-industry) 0 Comments [Click here to read/write comments](https://blog.joinvanderbilt.com/misconceptions-financial-advice-industry#comments-listing) Topics: [Financial Advisors](https://blog.joinvanderbilt.com/topic/financial-advisors), [Independent Financial Advisor](https://blog.joinvanderbilt.com/topic/independent-financial-advisor) ## [Helping Clients Spot Common Types of Medicare Fraud](https://blog.joinvanderbilt.com/spot-common-types-of-medicare-fraud) Posted by [Joe Trifiletti](https://blog.joinvanderbilt.com/author/joe-trifiletti) on 11/20/19, 11:20 AM - [Tweet](https://twitter.com/share) [![](https://blog.joinvanderbilt.com/hubfs/Medicare%20Fraud.jpg)](https://blog.joinvanderbilt.com/spot-common-types-of-medicare-fraud)   *Editor's Note: This is the second post in a series for[International Fraud Awareness Week](https://www.fraudweek.com/), November 17-23. Fraud is one of the most serious issues clients deal with today. We hope that through this series, Financial Advisors gain a deeper awareness of the types of fraud their clients face and an understanding of how to help spot it before any damage is done.* **TL;DR Summary:** - **More than 10,000 Americans reach 65 years of age per day. Medicare is becoming the single most important healthcare security for senior citizens.** - **A few common types of Medicare Fraud are eating away money from your clients and taxpayers: Upcoding and Unbundling, Phantom Billing, Kickbacks, and Waiving Unqualified Medicare co-pays and deductibles** - **Equipping clients with knowledge of these frauds and the laws to protect them could save countless hours and dollars.** [Read More](https://blog.joinvanderbilt.com/spot-common-types-of-medicare-fraud) 0 Comments [Click here to read/write comments](https://blog.joinvanderbilt.com/spot-common-types-of-medicare-fraud#comments-listing) Topics: [Financial Advisors](https://blog.joinvanderbilt.com/topic/financial-advisors), [Medicare](https://blog.joinvanderbilt.com/topic/medicare), [Medicaid](https://blog.joinvanderbilt.com/topic/medicaid), [Financial Fraud](https://blog.joinvanderbilt.com/topic/financial-fraud) [Previous](https://blog.joinvanderbilt.com/topic/financial-advisors/page/2) [All posts](https://blog.joinvanderbilt.com/all) [Next](https://blog.joinvanderbilt.com/topic/financial-advisors/page/4) ### 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/). 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