At Vanderbilt, our number one priority is our advisor’s success. While each advisor’s definition of success will be different, we can all agree that flexibility, focus, service and diversity are critical elements. Vanderbilt remains steadfast in its commitment to supporting our advisors through their transition into the firm, and on an ongoing basis with the most robust, technology enabled and impactful platform we can provide. With easy access to management and back-office support paired with access to a robust technology suite, Vanderbilt advisor partnerships offer tremendous value and results.
To provide our advisors with the most up to date resources and tools, we have engaged with the following partners:
Our investment and due diligence teams are constantly at work engaging with advisors to ensure that we are bringing the most effective and efficient investment solutions to clients.
Our platform is also designed with ease of use in mind, integrating AI and focusing on the continuous growth of our investment universe, including our sustainable and impact solution set.
Using Docupace’s intuitive and innovative processing system to submit business, compliance approval and subsequent turnaround is an extremely quick and easy process.
Our consultative compliance team is tasked with ensuring that each piece of business is handled with an individualized approach that meets our regulatory requirements and client needs and goals.
We provide training and education designed to keep our advisors operating on the cutting edge. With access to our robust technology suite, our advisors can participate in individual and team training on various topics, including:
Our experienced and hardworking team of professionals provide customized back-office support for each advisor, including assistance with day-to-day business processing, sales, and operational support.
Our team aids in speeding up processes that can be tedious, long, and bureaucratic at larger firms so that you can focus on what is really important — growing your business.
The Advisor Assistant Program is designed to free up time to allow you to drive the success of your book, devote more time and attention to growing your business relationships along with enhancing the client experience. Adding to the entrepreneurial approach by having a team of virtual assistants that may engage directly with your clients, handle administrative tasks and work closely with other team members in all aspects of business processing is a win-win.
You choose your monthly hourly commitment for assistant support at a set rate. VFG takes care of all the training and human resources-related employment terms.
Tasks Your Assistant Can Do:
Transitions can be hard. At Vanderbilt, we are laser focused on making them easy for you. Our advisors and clients come to us with existing histories and stories, portfolios and priorities. Life is busy. We are here to ensure that your transition is as smooth as possible, and that we can support your vision for the future.
Transition support includes:
We welcome advisors and clients to come visit us, to speak with our team and to learn more about what makes Vanderbilt such a unique community.