Cover image of The Fiduciary U™ Podcast

The Fiduciary U™ Podcast

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 t... Read more

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Ranked #1

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Ep #47: Empowering Independent Advisors to Drive Scale and Compete with Giants with Bill Chetney, Jr., Part 2

Ep #47: Empowering Independent Advisors to Drive Scale and Compete with Giants with Bill Chetney, Jr., Part 2

Welcome to Part 2 of episode #47 of the Fiduciary UÔ Podcast.   My guest today is Bill Chetney, Jr. from Viking Cove Ins... Read more

27 Jun 2023

32mins

Ranked #2

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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

Welcome to Part 1 of episode #47 of the Fiduciary U™ Podcast.   My guest today is Bill Chetney, Jr. from Viking Cove Ins... Read more

27 Jun 2023

25mins

Ranked #3

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Ep #46, Part 2: Helping People Become "Money Strong" with Liz Davidson

Ep #46, Part 2: Helping People Become "Money Strong" with Liz Davidson

Welcome to Part 2 of episode #46 of the Fiduciary U™ Podcast.   My guest today is Liz Davidson from Financial Finesse an... Read more

17 Apr 2023

31mins

Ranked #4

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Ep #46, Part 1: Helping People Become "Money Strong" with Liz Davidson

Ep #46, Part 1: Helping People Become "Money Strong" with Liz Davidson

Welcome to Part 1 of episode #46 of the Fiduciary U™ Podcast.   My guest today is Liz Davidson from Financial Finesse an... Read more

17 Apr 2023

28mins

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Ranked #5

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Ep #45, Part 2: Discussing the Latest Fiduciary Trends with Bonnie Treichel

Ep #45, Part 2: Discussing the Latest Fiduciary Trends with Bonnie Treichel

Welcome to Part 2 of episode #45 of the Fiduciary U™ Podcast.    My guest today is Bonnie Treichel from Endeavour Retire... Read more

3 Apr 2023

19mins

Ranked #6

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Ep #45, Part 1: Discussing the Latest Fiduciary Trends with Bonnie Treichel

Ep #45, Part 1: Discussing the Latest Fiduciary Trends with Bonnie Treichel

Welcome to Part 1 of episode #45 of the Fiduciary U™ Podcast.    My guest today is Bonnie Treichel from Endeavour Retire... Read more

3 Apr 2023

39mins

Ranked #7

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Ep #44, Part 2: How Fintech is Empowering Fiduciary-Focused Advisors with John Faustino

Ep #44, Part 2: How Fintech is Empowering Fiduciary-Focused Advisors with John Faustino

Welcome to Part 2 of episode #44 of the Fiduciary U™ Podcast.  My guest on this episode is John Faustino, who is the Hea... Read more

20 Mar 2023

22mins

Ranked #8

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Ep #44, Part 1: How Fintech is Empowering Fiduciary-Focused Advisors with John Faustino

Ep #44, Part 1: How Fintech is Empowering Fiduciary-Focused Advisors with John Faustino

Welcome to Part 1 of episode #44 of the Fiduciary U™ Podcast.  I’ve broken this one into 2 parts so make sure to check b... Read more

20 Mar 2023

21mins

Ranked #9

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Ep #43, Part 2: Building A Systematic Approach To Scaling Retirement Plans With Aaron Schumm

Ep #43, Part 2: Building A Systematic Approach To Scaling Retirement Plans With Aaron Schumm

Welcome to Part 2 of episode #43 of the Fiduciary U™ Podcast. My guest on this episode is Aaron Schumm, Founder & CE... Read more

20 Feb 2023

26mins

Ranked #10

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Ep #43, Part 1: Building A Systematic Approach To Scaling Retirement Plans With Aaron Schumm

Ep #43, Part 1: Building A Systematic Approach To Scaling Retirement Plans With Aaron Schumm

Welcome to Part 1 of episode #43 of the Fiduciary U™ Podcast. It’s been a few months since I released a podcast – the en... Read more

20 Feb 2023

25mins

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