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Vanderbilt Big Changes: Providing Our Advisors the Tools for Success

Posted by Jerry McNulty on 8/23/23 2:39 PM

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

Our 2023 Thus Far

Posted by Jerry McNulty on 6/30/23 9:30 AM

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

What Vanderbilt is Thankful For

Posted by Jerry McNulty on 11/22/22 2:33 PM

With Thanksgiving and other holidays just around the corner, we wanted to take this opportunity to appreciate all the good we have going for us, as a company. Vanderbilt continues to grow, thrive and be successful, because of a variety of factors. We also have things to be thankful for outside of the Financial Industry, from a societal and global perspective. Let us reflect on all that we are thankful for....

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Topics: ESG, Vanderbilt Financial Group, sustainability, renewable energy, LEED, Platinum LEED, solar energy, climate change, SDG, Thanksgiving, Pandemic

Hunger Action Month: How We Do Our Part & How You Can Too

Posted by Jerry McNulty on 9/29/22 4:05 PM

September is Hunger Action Month, a time to bring awareness to the food crisis affecting communities across the globe. Vanderbilt, as a firm that adheres to the United Nations' Sustainable Development Goals (SDGs,) supports the efforts of organizations that are committed to eliminating world hunger. One of these organizations that we regularly pledge our support to is the Interfaith Nutrition Network (The INN,) a charity whose primary focus is to provide Long Islanders food and nutrition to those in need. 

 

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Topics: Vanderbilt Financial Group, United Nations, SDG, hunger, Hunger Action Month, The INN

Heroes Against Heroin: The John Brower Jr. Foundation's Annual 5K Walk

Posted by Jerry McNulty on 8/31/22 9:30 AM

Walk Information: Please join us at 10 am on Saturday, September, 10th at Jones Beach State Park, Ocean Pkwy W, Field 1, Wantagh, NY 11793.

 

Today is International Overdose Awareness Day, the world’s annual campaign to end overdose, remember without stigma those who have died and acknowledge the grief of the family and friends left behind. The Vanderbilt family has been greatly impacted by the effects of the opioid crisis as one of our most beloved advisors, John Brower, lost his son to opiate addiction at the age of 25.

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Topics: Vanderbilt Financial Group, mental health, International Overdose Awareness Day, John Brower Jr. Foundation, addiction

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