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Ep #47: Empowering Independent Advisors to Drive Scale and Compete with Giants with Bill Chetney, Jr., Part 2
- 2023/06/27
- 再生時間： 33 分
- ポッドキャスト
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Ep #47: Empowering Independent Advisors to Drive Scale and Compete with Giants with Bill Chetney, Jr., Part 2
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サマリー
あらすじ・解説
Welcome to Part 2 of episode #47 of the Fiduciary UÔ 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.