Welcome to Part 1 of episode #47 of the Fiduciary U™ Podcast.   My guest today is Bill Chetney, Jr. from Viking Cove Institute.  Bill’s dad Bill Chetney Sr. arguably created the first aggregator with National Retirement Partners (NRP), eventually selling it to LPL, and ultimately created GRPAA.  Now it’s Bill Jr.’s turn to lead the organization forward and today he shares his vision for what that looks like. On the show we cover a lot of ground around topics and the various ways Viking Cove Institue supports the independent advisor community through a combination of resources like training and educations, fintech solutions and partnerships, and favorable economics with product providers to create institutional scale that Viking Cove members can leverage to compete more effectively within the marketplace.

Welcome to Part 1 of episode #47 of the Fiduciary U™ Podcast. My guest today is Bill Chetney, Jr. from Viking Cove Institute. Bill’s dad Bill Chetney Sr. arguably created the first aggregator with National Retirement Partners (NRP), eventually selling it to LPL, and ultimately created GRPAA. Now it’s Bill Jr.’s turn to lead the organization forward and today he shares his vision for what that looks like. On the show we cover a lot of ground around topics and the various ways Viking Cove Institue supports the independent advisor community through a combination of resources like training and educations, fintech solutions and partnerships, and favorable economics with product providers to create institutional scale that Viking Cove members can leverage to compete more effectively within the marketplace.

Welcome to Part 1 of episode #47 of the Fiduciary U™ Podcast. &nbsp;&nbsp;My guest today is Bill Chetney, Jr. from Viking Cove Institute.&nbsp; Bill’s dad Bill Chetney Sr. arguably created the first aggregator with National Retirement Partners (NRP), eventually selling it to LPL, and ultimately created GRPAA.&nbsp; Now it’s Bill Jr.’s turn to lead the organization forward and today he shares his vision for what that looks like.&nbsp;On the show we cover a lot of ground around topics and the various ways Viking Cove Institue supports the independent advisor community through a combination of resources like training and educations, fintech solutions and partnerships, and favorable economics with product providers to create institutional scale that Viking Cove members can leverage to compete more effectively within the marketplace.

Ep #47: Empowering Independent Advisors to Drive Scale and Compete with Giants with Bill Chetney, Jr., Part 1

The Fiduciary U™ Podcast shares the latest information on corporate retirement plan trends, ideas, and best practices to assist decision-makers and others in this industry in being more effective at their jobs. The show features industry experts across multiple disciplines who share their unique perspectives and actionable insights about how to provide a great retirement plan for employees in a rapidly changing world. 

Your host, Josh Itzoe, is the Founder & CEO of FiduciaryWorks, creator of <a href="https://www.perseptiv.io">Perseptiv</a> and <a href="https://www.feemetriks.com">FeeMetri(k)s</a>, as well as the author of The Fiduciary Formula and Fixing the 401(k). The goal of Fiduciary U™ is to build a community that helps all of us enhance our knowledge, sharpen our skills, and stay at the forefront of industry trends so we can do our jobs better and make a positive impact in the lives of real people whose financial futures depend on us.

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The Fiduciary U™ Podcast shares the latest information on corporate retirement plan trends, ideas, and best practices to assist decision-makers and others in this industry in being more effective at their jobs. The show features industry experts across multiple disciplines who share their unique perspectives and actionable insights about how to provide a great retirement plan for employees in a rapidly changing world. Your host, Josh Itzoe, is the Founder & CEO of FiduciaryWorks, creator of Perseptiv and FeeMetri(k)s, as well as the author of The Fiduciary Formula and Fixing the 401(k). The goal of Fiduciary U™ is to build a community that helps all of us enhance our knowledge, sharpen our skills, and stay at the forefront of industry trends so we can do our jobs better and make a positive impact in the lives of real people whose financial futures depend on us.

The Fiduciary U™ Podcast shares the latest information on corporate retirement plan trends, ideas, and best practices to assist decision-makers and others in this industry in being more effective at their jobs. The show features industry experts across multiple disciplines who share their unique perspectives and actionable insights about how to provide a great retirement plan for employees in a rapidly changing world. 

Your host, Josh Itzoe, is the Founder &amp; CEO of FiduciaryWorks, creator of <a href="https://www.perseptiv.io" rel="noopener noreferrer">Perseptiv</a> and <a href="https://www.feemetriks.com" rel="noopener noreferrer">FeeMetri(k)s</a>, as well as the author of The Fiduciary Formula and Fixing the 401(k). The goal of Fiduciary U™ is to build a community that helps all of us enhance our knowledge, sharpen our skills, and stay at the forefront of industry trends so we can do our jobs better and make a positive impact in the lives of real people whose financial futures depend on us.

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Ep #47: Empowering Independent Advisors to Drive Scale and Compete with Giants with Bill Chetney, Jr., Part 1

Ep #47: Empowering Independent Advisors to Drive Scale and Compete with Giants with Bill Chetney, Jr., Part 1

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