VCI believes in a strong sense of community & best practices, leading to stronger and more empowered advisors. We distribute weekly news and relevant industry information, participate in most industry events including our own national summits, and conduct Study Groups offering an opportunity for principals of our firms to share ideas and look for opportunities to grow their businesses, all with a focus on bringing like-minded experts together.
There’s no replacement for one-on-one time together with your peers. The best and brightest advisors from across the country come together to share ideas, work to jointly define solutions, and drive the industry forward. Group sessions covering broad, interesting, and relevant topics focused on innovation and change, presented by engaging keynote speakers held at premier, rotating locations each year. The Viking Cove Institute team chooses a location each year that fosters collaboration and showcases an amazing venue for advisors and their families.
Time is your most valuable resource. These geographically organized study groups facilitate the sharing of best practices, allowing you to unplug from your day-to-day for an hour once every quarter and slow down to the “speed of strategy”. These calls provide a great forum to maximize your business potential.
Glean unmatched insights from targeted focus groups—regularly scheduled, moderated meetings with retirement advisors who share practice management ideas and discuss industry trends.
Authored by our leadership team and some of the best and brightest VCI advisors, our weekly wire provides valuable information and commentary on the latest industry news for retirement advisors. Viking Cove Institute is very active in the industry and The VCI Wire helps you and your team stay apprised of changes and opportunities available from Viking Cove Institute.
Viking Cove Institute works closely with industry peers to maximize your access to the best information and events across the country. Our network of experts are often called upon to speak on panels and present at various conferences, further positioning them as thought leaders with a passion to be the best in the industry and the best for the industry.
Deena Rini | Retirement SVP, Oswald Financial
Keith Gredys | Practice Leader, KidderAdvisers