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Letter from our CEO. 2017 Resolution: Reconnecting With Your Clients. Posted by Vanderbilt Financial Group. On 1/5/17 1:03 PM. You may think New Year’s Resolutions are just flimsy declarations of goals with no follow through, but have you ever thought about setting a New Year’s Resolution around building your business. Starting the year with a specific resolution can be a great way to hit the ground running and measure success. 0 Comments Click here to read/write comments. On 12/29/16 2:03 PM. 0 Comments...

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Letter from our CEO. 2017 Resolution: Reconnecting With Your Clients. Posted by Vanderbilt Financial Group. On 1/5/17 1:03 PM. You may think New Year’s Resolutions are just flimsy declarations of goals with no follow through, but have you ever thought about setting a New Year’s Resolution around building your business. Starting the year with a specific resolution can be a great way to hit the ground running and measure success. 0 Comments Click here to read/write comments. On 12/29/16 2:03 PM. 0 Comments...

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2 unique culture

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5 about us

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Join Vanderbilt | blog.joinvanderbilt.com Reviews

https://blog.joinvanderbilt.com

Letter from our CEO. 2017 Resolution: Reconnecting With Your Clients. Posted by Vanderbilt Financial Group. On 1/5/17 1:03 PM. You may think New Year’s Resolutions are just flimsy declarations of goals with no follow through, but have you ever thought about setting a New Year’s Resolution around building your business. Starting the year with a specific resolution can be a great way to hit the ground running and measure success. 0 Comments Click here to read/write comments. On 12/29/16 2:03 PM. 0 Comments...

INTERNAL PAGES

blog.joinvanderbilt.com

1

The Inside Scoop on The DOL

http://blog.joinvanderbilt.com/the-inside-scoop-on-the-dol

Letter from our CEO. The Inside Scoop on The DOL. On 12/22/16 10:29 AM. On December 13th Vanderbilt Chief Compliance Officer, Barry Champney. Was invited to participate in a Round Table Discussion in New York City around the issue of The DOL Fiduciary Rule. Top CCO’s, CEO’s, Compliance Personnel, and Attorneys who are focusing on the DOL issue were invited to come together for a collaborative discussion to share insights and questions. Barry says, ". What Does This Mean? Got Questions for Barry? As part ...

2

What We Learned From an Unpredictable 2016

http://blog.joinvanderbilt.com/what-we-learned-from-an-unpredictable-2016

Letter from our CEO. What We Learned From an Unpredictable 2016. On 12/29/16 2:03 PM. 2016 was a year full of surprises that caused Financial Advisors to feel a wide variety of emotions. To many, the unpredictable nature of 2016 conjured up many negative feelings of fear or dread in regards to the markets and our collective financial future. But as of late it seems the majority of 2016’s fears and downturns are being overcome. Photo Credit: Lisa Benson, Slate. Fed Raises Rates Again. Revisions or revocat...

3

DOL Fiduciary Rule and The Law Of Unintended Consequences

http://blog.joinvanderbilt.com/dol-fiduciary-rule-and-the-law-of-unintended-consequences

Letter from our CEO. DOL Fiduciary Rule and The Law Of Unintended Consequences. On 1/22/16 12:31 PM. Would you ever consider volunteering to be a crash test dummy? Of course not, but the DOL is proposing many people do that with their retirement plans. Brace for impact if this rule goes through, it could cause a lot of damage that is unforeseen and short sighted. You want to get a financial advisor's blood pressure to spike? Bring up the topic of the DOL Fiduciary Rule. The Law of Unintended Consequences:.

4

Elder Care Planning Considerations; A Gray Matter

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Letter from our CEO. Elder Care Planning Considerations; A Gray Matter. On 11/17/16 2:26 PM. Illness, injury, and wears and tears of aging put extreme stress on a person’s life physically, emotionally, and financially. When a spouse becomes ill or a parent loses mental capabilities, the two main priorities become healthcare and family time. So what is Gray Matters? Is the Managing Director of Gray Matters Elder Planning (GMEP). At Vanderbilt Financial Group. Elder planning is the practice of implementing...

5

Join Vanderbilt | Client Relationships

http://blog.joinvanderbilt.com/topic/client-relationships

Letter from our CEO. 2017 Resolution: Reconnecting With Your Clients. Posted by Vanderbilt Financial Group. On 1/5/17 1:03 PM. You may think New Year’s Resolutions are just flimsy declarations of goals with no follow through, but have you ever thought about setting a New Year’s Resolution around building your business. Starting the year with a specific resolution can be a great way to hit the ground running and measure success. 0 Comments Click here to read/write comments. Subscribe to Email Updates.

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Unique Culture | Vanderbilt Financial Group

http://joinvanderbilt.com/unique-culture

Letter From Our CEO. Vanderbilt has a culture of entrepreneurship as we support the development and success of each member of our team through regular training, coaching and mentoring. We are also focused as an organization on innovations in products, services, and technology solutions for our advisors. As a mid-sized Broker Dealer, we have the flexibility to effectively implement innovations, upgrades and changes in operations that positively benefit our advisors. Maintaining a collaborative atmosphere ...

joinvanderbilt.com

Tech Suite | Vanderbilt Financial Group

http://joinvanderbilt.com/tech-suite

Letter From Our CEO. Technology is the key to a smooth financial services operation. We understand this and have knowledgeable professionals available to provide one-on-one and online training and support for our expansive offerings of technologies including our CRM system, portfolio solutions, and other resources to help our advisors operate efficiently. We always have our finger on the pulse of technology, making sure we find the most advanced and efficient solutions including Docupace.

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Videos | Vanderbilt Financial Group

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Letter From Our CEO. WHAT OUR ADVISORS ARE SAYING ABOUT US. TAKE OUR GREEN TOUR. Vanderbilt Financial Group is the marketing name for the Vanderbilt Securities, LCC and it affiliates. Securities offered through Vanderbilt Securities, LLC Advisory Services offered through Vanderbilt Advisory Services, LLC. Member: FINRA, SIPC Registered with MSRB Clearing Agent: National Financial Services, LLC. Designed by Elegant Themes.

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Meet Our Team | Vanderbilt Financial Group

http://joinvanderbilt.com/meet-our-team

Letter From Our CEO. Our professionals include an experienced Leadership Team, Back-office Support Staff and Product Specialists. To find out more about our experienced team of professionals, see our company LinkedIn profile HERE. Straight through processing system to submit business makes compliance approval and turnaround an extremely quick and easy process. Our consultative compliance team ensures that each piece of business is handled with an individualized approach that meets the client’s needs ...

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Timeline | Vanderbilt Financial Group

http://joinvanderbilt.com/in-the-news

Letter From Our CEO. September 1, 2016 - Palavi Malik Joins Vanderbilt Financial Group. We are pleased to announce Palavi Malik has joined Vanderbilt Financial Group. Palavi was previously a Financial Representative at Mass Mutual and joins Vanderbilt’s Woodbury home office. Please also use this for the timeline information. August 24, 2016 - Stephen Kaufman Joins Vanderbilt Financial Group. August 18, 2016 - Isaac Schlesinger Joins Vanderbilt Financial Group. We are pleased to announce Joshua Pessin has...

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Why Vanderbilt | Vanderbilt Financial Group

http://joinvanderbilt.com/why-vanderbilt

Letter From Our CEO. We are a very progressive, innovative, and values driven firm with a strong entrepreneurial spirit. Vanderbilt Financial Group was established in 1965 and is located in Woodbury, New York. In 2013 Vanderbilt Financial Group underwent a full green renovation to become Woodbury’s first LEED certified building. Why We’re Different. Vanderbilt Financial Group is the marketing name for the Vanderbilt Securities, LCC and it affiliates. Securities offered through Vanderbilt Securities, ...

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Insurance Services | Vanderbilt Financial Group

http://joinvanderbilt.com/insurance-services

Letter From Our CEO. Vanderbilt Insurance provides our agents with the products of most major carriers in NY State, as well as throughout the country. We offer a wide menu of term, whole life, universal life, and specialty life insurance products. The health and medical insurance market is changing rapidly. We provide access to many types of coverage for both large and smaller group markets. Vanderbilt Financial Group is the marketing name for the Vanderbilt Securities, LCC and it affiliates. Securit...

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Login | Vanderbilt Financial Group

http://joinvanderbilt.com/advisory-services

Letter From Our CEO. Vanderbilt Financial Group is the marketing name for the Vanderbilt Securities, LCC and it affiliates. Securities offered through Vanderbilt Securities, LLC Advisory Services offered through Vanderbilt Advisory Services, LLC. Member: FINRA, SIPC Registered with MSRB Clearing Agent: National Financial Services, LLC. Designed by Elegant Themes.

joinvanderbilt.com

Sustainable Broker Dealer | Vanderbilt Financial Group

http://joinvanderbilt.com/sustainable-broker-dealer

Letter From Our CEO. THE SUSTAINABLE BROKER DEALER. We consider ourselves The Sustainable Broker Dealer due to our commitment to serving our environment. Vanderbilt is the only environmentally sustainable broker dealer in the industry today. What does that mean? In September of 2015, Vanderbilt achieved LEED Platinum Certification becoming the first office building on Long Island to do so. LEED (Leadership in Energy and Environmental Design). TAKE OUR GREEN TOUR. In addition to all of the green initiativ...

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blog.joinvanderbilt.com

Join Vanderbilt

Letter from our CEO. 2017 Resolution: Reconnecting With Your Clients. Posted by Vanderbilt Financial Group. On 1/5/17 1:03 PM. You may think New Year’s Resolutions are just flimsy declarations of goals with no follow through, but have you ever thought about setting a New Year’s Resolution around building your business. Starting the year with a specific resolution can be a great way to hit the ground running and measure success. 0 Comments Click here to read/write comments. On 12/29/16 2:03 PM. 0 Comments...

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Eat better with us! The official blog of the world's #1 rated food app. This 7-Day Challenge Will Forever Change The Way You Eat. April 8, 2016. There’s one simple reason why almost every method of eating better fails. That’s not an exaggeration. It really comes down to one thing. We don’t enjoy it. There’s this myth that achieving health goals requires suffering. That if you want to eat better or lose weight, suffering is part of the deal. YouFood’s 7-Day Photo Challenge. And it’s amazingly simple:.

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