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
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
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
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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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
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19mins
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
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39mins
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
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22mins
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
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21mins
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
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26mins
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
