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  • Home
  • VCI Team
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    • Financial Wellness
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    • Advisor Cybersecurity
    • PTO Optimization
  • Value Adds
    • VCI Toolbox
    • ERISA Hotline
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COMMUNITY

 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. 

VCI NATIONAL SUMMITS

VCI NATIONAL SUMMITS

VCI NATIONAL SUMMITS

 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.

VCI STUDY GROUPS

VCI NATIONAL SUMMITS

VCI NATIONAL SUMMITS

 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.

THE VCI WIRE

INDUSTRY EVENTS

INDUSTRY EVENTS

 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. 

INDUSTRY EVENTS

INDUSTRY EVENTS

INDUSTRY EVENTS

 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.

 

Upcoming VCI summits

VCI blog

vci member photos

    The Kidder organization has participated in the Institute since its inception. The Institute’s focused brainstorming and idea-sharing sessions with other industry leaders and like-minded innovators have guided us in implementing our strategic direction.


    Keith Gredys | Practice Leader, KidderAdvisers

    VIKING COVE INSTITUTE

    5845 Avenida Encinas Carlsbad, CA 92008

    949-945-9131

    Copyright © 2023 Viking Cove Institute - All Rights Reserved.

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