Advisor Edge: The GVA Way

In Episode 25 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down Ryan Patrick, Chief Technology Officer at Razor Technology, for a discussion on tech driving advisor growth. Key Takeaways:Technology is a growth driver enabler Firms that scale efficiently treat technology as core infrastructure and a strategic asset. Those that view IT as an expense or afterthought are far more likely to hit operational bottlenecks as they grow.Strategic IT partnerships enable scalable, repeatable growth Proactive planning, standardized systems, and ongoing collaboration allow firms to add clients, advisors, or acquisitions seamlessly—rather than rebuilding each time.AI delivers value through efficiency Real impact comes from focused use cases that improve productivity and workflows.

In episode 24 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC sits down with Jared Krog, founder of Opulence Wealth Management, to discuss his journey from military service to building an independent advisory firm and why he chose to partner with Great Valley Advisor Group. The conversation explores how independence, supported by GVA’s infrastructure and advisor community, enables growth while keeping client service at the center of the practice. Key Takeaways: Transitioning from a more captive platform to the independent space gave Jared the flexibility to build a firm centered on fiduciary advice and deeper financial planning for his clients.Leveraging the infrastructure, support, and Asset Management capabilities of GVA enables the firm to scale efficiently by allowing the team to focus more time on clients and business growth.Being part of the GVA advisor community provides access to experienced peers and meaningful collaboration across the network.

In Episode 23 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with Nick Murphy, Manager, Advisor Technology, to discuss Secure Office—Great Valley Advisor Group’s enterprise-level technology foundation designed to integrate seamlessly into day-to-day practice operations while supporting long-term growth. Key takeaways:Cybersecurity done right protects client data, reduces advisor burden, and shifts responsibility off the advisor and onto the RIASecure Office serves as the core technology infrastructure, including Microsoft E5 licenses, threat monitoring, MFA, Bookings, and 24/7 support Purpose-built solutions for both hybrid and RIA-only advisors, with channel-specific compliance and supervision featuresA one-tenant, mesh network environment enhances collaboration, communication, and efficiency across all GVA offices

In Episode 22 of our podcast "Advisor Edge: The GVA Way," James J. Spinelli, ChFC, sits down with Hannah Ellis from Jump AI to discuss how their partnership is redefining advisor efficiency through artificial intelligence. Together, they break down how tools like Jump help advisors scale their practices, strengthen client trust, and elevate overall practice management in an increasingly tech-driven landscape.Key TakeawaysAI-powered efficiency and compliance: Jump reduces administrative burden with integrated prep, automated note-taking, and structured follow-ups-improving accuracy, documentation, and compliance oversight.Enhanced client relationships and growth: By capturing key personal details and meeting signals, Jump helps advisors deepen client engagement and drive substantial increases in net new assets.Evolving capabilities for scaling practices: Emerging features such as expanded integrations, insights, and workflow automation aim to help advisors grow and scale while keeping the human advisor at the center of the process.Welcome to Advisor Edge: The GVA Way, a podcast series created for financial advisors navigating the complexities of transitioning from a traditional firm or considering branching out independently for the first time. We are attuned to the anxieties and hesitation that accompany transitioning to independence. This podcast will deliver clarity and expertise by answering common questions and guiding you through the services and support GVA provides during the transition process. From establishing your brand to building a client base and managing compliance, we'll provide the insights and resources you need to thrive in your new venture.Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional before making a decision.

In Episode 21 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC® [@tag], sits down with Paul Jervey, Founder and CEO of Jervey Genesis Solutions for a discussion on launching his own independent advisory practice with GVA. Paul shares how independence allowed him to build his brand, implement robust technology, and deliver deeper tax and financial planning value to clients.Key Takeaways:Independence & Growth: Paul’s transition to GVA enabled him to build his business his way, resulting in a seven-figure advisory practice centered on efficiency, transparency, and client value.Tech-Driven Value: A comprehensive tech stack—featuring tools like Holistiplan, Orion, Salesforce, and Schwab—supports advanced tax planning, portfolio management, and scalable client service.GVA Partnership Impact: GVA’s flexibility, support, and commitment to advisor autonomy empowered Paul to create his own brand, implement new ideas, and deliver a higher level of service to his clients.

🎙️ Episode 20 of Advisor Edge: The GVA Way is live!James J. Spinelli, ChFC® [@tag], sits down with Eric Hough, the newest member of the Great Valley Advisor Group Asset Management team.Eric brings a wealth of institutional experience in alternative investments and private markets — and in this episode, we dive into how GVA is building an alternative investment solution for our advisors that reflects the continued growth and evolution of our Asset Management platform.At GVA, we remain committed to delivering the tools, products, and support our advisors need to thrive.🎧 Listen now and follow along: Advisor Edge: The GVA WayKey highlights from the discussion:Bridging the Alternatives Gap - Many high-net-worth clients want access to private investments, yet barriers such as high minimums and complex structures often limit participation. Eric’s focus is on helping GVA bridge that gap.The GVA Private Fund Initiative - The goal is to provide exposure to private equity, credit, real estate, infrastructure, and hedge funds. This semi-liquid structure is designed to offer diversification while maintaining a long-term investment mindset.Evolving the 60/40 Portfolio - With markets shifting, traditional allocations are changing. Institutions are increasingly adopting 60/30/10 models, incorporating alternatives for diversification and inflation protection. GVA’s approach brings that same innovation to our advisor network.

In Episode 19 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC® [@tag], sits down with Carmen Andrews, Founder and Financial Advisor of Simplified Financial for a discussion on building her brand and scaling her business through partnership with GVA. Key Takeaways:GVA’s operational, compliance, and technology support that reduces administrative burdens and enables business scaling.Identifying core strengths while delegating tasks such as website management and investment operations enhances overall efficiency.Importance of ensuring brand alignment and consistent client experience when hiring a Junior advisor.

In Episode 18 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, continues his conversation with Todd Cipperman, General Counsel at Great Valley Advisor Group focusing on the benefits of a DBA partnership with GVA. 🔑 Key Takeaways:Advantage of maintaining entrepreneurial control - build your brand the way you envisionedStrength in community – Access to a network of like-minded professionals while leveraging shared infrastructure to accelerate growthAdvisor Centric Leadership – GVA’s platform was built by advisors, for advisors and continues its commitment to that by implementing advisor feedbackWelcome to Advisor Edge: The GVA Way, a podcast series created for financial advisors navigating the complexities of transitioning from a traditional firm or considering branching out independently for the first time. We are attuned to the anxieties and hesitation that accompany transitioning to independence. This podcast will deliver clarity and expertise by answering common questions and guiding you through the services and support GVA provides during the transition process. From establishing your brand to building a client base and managing compliance, we'll provide the insights and resources you need to thrive in your new venture.Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

In this episode, James J. Spinelli, ChFC®, welcomes Todd Cipperman, General Counsel at Great Valley Advisor Group, for a powerful conversation around Scale, Stability, and Support in the financial advisory space.With decades of industry experience, Todd shares practical insights into what it takes to build a sustainable, future-ready practice—and the strategic leadership that drives long-term success.🔑 Key Takeaways:The essential components of building a resilient, growth-oriented firmWhy scale matters more than ever—and how to achieve itThe critical role of leadership in creating lasting business stabilityWhether you're growing your practice or refining your leadership strategy, this episode offers a real-world perspective you won’t want to miss.

In Episode 16 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with Charlie McNamara, Founder of Paragon Wealth Management, for conversation about the journey to independence and building a thriving RIA. Here are four key takeaways from their discussion: ✅ The Leap to Independence: Charlie shares what drove him to take the leap — a desire for more control, flexibility, and the ability to build something that aligned with his long-term vision. 📊 Infrastructure That Empowers: From marketing and tech to operational and compliance support, having the right systems in place was essential to making independence achievable — and sustainable. 📈 Support that Matters: From marketing and tech to operational and compliance infrastructure, having access to the right support systems was critical to making independence possible — and sustainable. 🤝 The Power of Community: Surrounding yourself with a network of like-minded advisors creates space for collaboration, learning, and shared success.

n Episode 15 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with Ben Haas, CFP®, CRPC®, ABFPTM, Wealth Manager at Haas Financial Group, for a thoughtful conversation on financial planning through the lens of behavioral finance. James and Ben explore why true planning goes beyond numbers, highlighting the importance of understanding each client’s personal motivations. Topics touched on include: 💡 Behavioral finance and the human side of financial planning are central – By understanding a client's why, such as wanting time freedom or reduced stress, advisors can better align financial strategies with meaningful life goals. ⚙️ Implementation and accountability drive real success – This includes using clear, actionable planning steps and emphasizing accountability. 🎯 Fit matters in advisor-client relationships – Relationships built on mutual understanding and shared philosophy lead to better long-term outcomes.

In Episode 14 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Alex Weiss CFP, President of Napier Financial for a discussion on building a firm rooted in a culture of exceptional client experience. From defining what you stand for to making decisions about what to insource or outsource, this conversation covers the strategic and operational choices that shape the client journey today—and in the future. Key Takeaways:Building a team culture where client experience is the central focus Personalization: How tailored processes and customization drive deeper client connectionsHow to leverage your tech stack to elevate every stage of the client experienceTranslating a lead planner’s vision into actionable steps for the entire teamMechanisms that ensure accountability, alignment, and consistency

In Episode 13 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Leif Briel, Founder of Endeavr Financial Planning and Wealth Management for a discussion on becoming and independent advisor and partnership with GVA. A few key takeaways from this episode:Drivers of going independent Advantages of being a business owner Building your vision in the independent advisor spaceWelcome to Advisor Edge: The GVA Way, a podcast series created for financial advisors navigating the complexities of transitioning from a traditional firm or considering branching out independently for the first time. We are attuned to the anxieties and hesitation that accompany transitioning to independence. This podcast will deliver clarity and expertise by answering common questions and guiding you through the services and support GVA provides during the transition process. From establishing your brand to building a client base and managing compliance, we'll provide the insights and resources you need to thrive in your new venture.Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

In Episode 12 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Kate Quinn, Manager of Business Strategy and Advisor Development for a discussion on how GVA has streamlined their 3 distinct paths for advisors joining the firm. Click here to learn more about each of the below paths.The Guided AdvisorThe Integrated AdvisorProfit and PartnerWelcome to Advisor Edge: The GVA Way, a podcast series created for financial advisors navigating the complexities of transitioning from a traditional firm or considering branching out independently for the first time. We are attuned to the anxieties and hesitation that accompany transitioning to independence. This podcast will deliver clarity and expertise by answering common questions and guiding you through the services and support GVA provides during the transition process. From establishing your brand to building a client base and managing compliance, we'll provide the insights and resources you need to thrive in your new venture.Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

In Episode 11 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Cynthia Spigel, CFP®, JD, CRCP owner of Spigel Strategies and Solutions for a discussion and action items on Practice Management for Investment Advisors. A few key takeaways from this episode: The importance of creating and communicating a strong vision for your - practiceSetting clear internal expectationsDeveloping a strong client experienceGreat Valley Advisor Group is a technology-driven, full-service RIA engineered to provide tailored solutions to independent advisors and advisory firms.

In Episode 10 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Jason Kell, Director of GVA Retirement Partners and David Hopkins, Managing Partner at North Point Advisor Group at our annual VAST conference in Napa, CA. James, Jason and David discuss how GVA Retirement Partners benefits advisor and their practices.A few key highlights from this episode:Seamless integration to advisor practices and clientsBoosting operational effectiveness for better retirement planning outcomes for clients How Jason is leveraging technology to optimize both the servicing of retirement plans and the prospecting efforts of advisors Welcome to Advisor Edge: The GVA Way, a podcast series created for financial advisors navigating the complexities of transitioning from a traditional firm or considering branching out independently for the first time. We are attuned to the anxieties and hesitation that accompany transitioning to independence. This podcast will deliver clarity and expertise by answering common questions and guiding you through the services and support GVA provides during the transition process. From establishing your brand to building a client base and managing compliance, we'll provide the insights and resources you need to thrive in your new venture. Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

In Episode 9 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts EVP of LPL Capital Partners, Jeremy Holly to discuss M&A strategies and best practices. LPL Capital Partners provides solutions designed to support advisors at every stage of their lifecycle, helping them grow and safeguard their business.During this episode, James and Jeremy provide practice M&A insights and advice, including:How advisors can best take advantage of the capital solutions LPL offersKey drivers and metrics of determining valuationHow LPL gets involved in the financing process during M&A transactions Importance of the LOI processJames and Jeremy recorded this episode during our biennial VAST Summit, which took place in beautiful Napa, CA.Welcome to Advisor Edge: The GVA Way, a podcast series created for financial advisors navigating the complexities of transitioning from a traditional firm or considering branching out independently for the first time. We are attuned to the anxieties and hesitation that accompany transitioning to independence. This podcast will deliver clarity and expertise by answering common questions and guiding you through the services and support GVA provides during the transition process. From establishing your brand to building a client base and managing compliance, we’ll provide the insights and resources you need to thrive in your new venture.Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.Visit Our Website Copyright © 2024 Great Valley Advisor Group. All rights reserved.

We’re proud to present Episode 8 of our podcast, Advisor Edge: The GVA Way. This episode features David Raymond a Financial Advisor at Doylestown Wealth Management, discussing the importance of succession planning.Welcome to Advisor Edge: The GVA Way, a podcast series created for financial advisors navigating the complexities of transitioning from a traditional firm or considering branching out independently for the first time. We are attuned to the anxieties and hesitation that accompany transitioning to independence. This podcast will deliver clarity and expertise by answering common questions and guiding you through the services and support GVA provides during the transition process. From establishing your brand to building a client base and managing compliance, we’ll provide the insights and resources you need to thrive in your new venture.Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.Visit Our Website Copyright © 2024 Great Valley Advisor Group. All rights reserved.

In Episode 7 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC®, AIF® hosts Chief Executive Officer Colton Pence and Manager of Advisor Compensation Alexandra Mayeaux from AdvisorBOB. AdvisorBOB is an all-encompassing financial advisor compensation software for RIA back office staff and advisors. It provides customizable and individualized compensation calculations as well as advanced reporting capabilities. Numerous registered investment advisories of all sizes – from startups to Forbes top 100 – use AdvisorBOB to calculate advisors’ compensation, send payouts, and manage their business.Welcome to Advisor Edge: The GVA Way, a podcast series created for financial advisors navigating the complexities of transitioning from a traditional firm or considering branching out independently for the first time. We are attuned to the anxieties and hesitation that accompany transitioning to independence. This podcast will deliver clarity and expertise by answering common questions and guiding you through the services and support GVA provides during the transition process. From establishing your brand to building a client base and managing compliance, we’ll provide the insights and resources you need to thrive in your new venture.Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.Visit Our Website Copyright © 2024 Great Valley Advisor Group. All rights reserved.

In Episode 6 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC®, AIF® hosts our Chief Market Strategist Eric Parnell, CFA. The second part of a two-part series focused on the GVA Asset Management (GVAAM) team, in this episode James and Eric focus on models and the behind-the-scenes thought process that goes into GVA Asset Management. Welcome to Advisor Edge: The GVA Way, a podcast series created for financial advisors navigating the complexities of transitioning from a traditional firm or considering branching out independently for the first time. We are attuned to the anxieties and hesitation that accompany transitioning to independence. This podcast will deliver clarity and expertise by answering common questions and guiding you through the services and support GVA provides during the transition process. From establishing your brand to building a client base and managing compliance, we'll provide the insights and resources you need to thrive in your new venture.Welcome to Advisor Edge: The GVA Way, a podcast series created for financial advisors navigating the complexities of transitioning from a traditional firm or considering branching out independently for the first time. We are attuned to the anxieties and hesitation that accompany transitioning to independence. This podcast will deliver clarity and expertise by answering common questions and guiding you through the services and support GVA provides during the transition process. From establishing your brand to building a client base and managing compliance, we’ll provide the insights and resources you need to thrive in your new venture.Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.Visit Our Website Copyright © 2024 Great Valley Advisor Group. All rights reserved.

In Episode 5 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC®, AIF®You’ll hear about Eric’s extensive experience in the financial industry space. Did you know he used to run his own RIA?! On that Eric says, “One of the things that I came to realize running my own RIA is that the world had become so much more complex in terms of running a business in the investment space than it had been 20 years ago when I first started…and that’s how I came to know GVA.”Learn more about why we are so lucky to have Eric on our team, and how he is uniquely positioned for his current role. Through his experience he has come to inherently recognize that each advisor, and each advisor business, is unique, not only in how they built and run their business, but also in how they move forward. Eric and his team pride themselves on offering tailored solutions for all GVA advisors.Eric will join us again next month for Episode 6 of “Advisor Edge: The GVA Way” to deep dive into models and the behind-the-scenes thought process that goes into it.Welcome to Advisor Edge: The GVA Way, a podcast series created for financial advisors navigating the complexities of transitioning from a traditional firm or considering branching out independently for the first time. We are attuned to the anxieties and hesitation that accompany transitioning to independence. This podcast will deliver clarity and expertise by answering common questions and guiding you through the services and support GVA provides during the transition process. From establishing your brand to building a client base and managing compliance, we’ll provide the insights and resources you need to thrive in your new venture.Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.Visit Our Website Copyright © 2024 Great Valley Advisor Group. All rights reserved.

Episode 4 of our podcast “Advisor Edge: The GVA Way” is now live! James Spinelli, ChFC®, AIF® invites our Marketing Director, Stef Dolan, back to continue discussing how the GVA Marketing strategy supports the DBA brands under the GVA umbrella. Stef and James are joined by Mike Burke, the founder of Advsry, a digital strategy firm that supports the GVA Marketing team and GVA advisors with all aspects of marketing, branding, and digital strategy. We invite you to enjoy Episode 4 of “Advisor Edge: The GVA Way” now.Welcome to Advisor Edge: The GVA Way, a podcast series created for financial advisors navigating the complexities of transitioning from a traditional firm or considering branching out independently for the first time. We are attuned to the anxieties and hesitation that accompany transitioning to independence. This podcast will deliver clarity and expertise by answering common questions and guiding you through the services and support GVA provides during the transition process. From establishing your brand to building a client base and managing compliance, we’ll provide the insights and resources you need to thrive in your new venture.Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.Visit Our Website Copyright © 2024 Great Valley Advisor Group. All rights reserved.

Episode 3 of our podcast “Advisor Edge: The GVA Way” is now live! James Spinelli, ChFC®, AIF® invites our Marketing Director, Stef Dolan to discuss how the GVA Marketing strategy supports the DBA brands under the GVA umbrella as well as the business development strategies discussed in episodes 1 and 2. We invite you to enjoy Episode 3 of “Advisor Edge: The GVA Way” now.Welcome to Advisor Edge: The GVA Way, a podcast series created for financial advisors navigating the complexities of transitioning from a traditional firm or considering branching out independently for the first time. We are attuned to the anxieties and hesitation that accompany transitioning to independence. This podcast will deliver clarity and expertise by answering common questions and guiding you through the services and support GVA provides during the transition process. From establishing your brand to building a client base and managing compliance, we’ll provide the insights and resources you need to thrive in your new venture.Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.Visit Our Website Copyright © 2024 Great Valley Advisor Group. All rights reserved.

Episode 2 of our podcast “Advisor Edge: The GVA Way” is now live! James J. Spinelli, ChFC®, AIF® invites our Business Development Associate Phil Edge Regan back to continue the conversation. In this episode James & Phil dive into Transition Assistance (explaining the new offer!), our updated Advisor Referrals offering, and Acquisitions (including financing options, flexible terms, succession/exit planning, our payout structure & more).We invite you to share 18 minutes with us, and enjoy Episode 2 of “Advisor Edge: The GVA Way” now.Welcome to Advisor Edge: The GVA Way, a podcast series created for financial advisors navigating the complexities of transitioning from a traditional firm or considering branching out independently for the first time. We are attuned to the anxieties and hesitation that accompany transitioning to independence. This podcast will deliver clarity and expertise by answering common questions and guiding you through the services and support GVA provides during the transition process. From establishing your brand to building a client base and managing compliance, we’ll provide the insights and resources you need to thrive in your new venture.Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.Visit Our Website Copyright © 2024 Great Valley Advisor Group. All rights reserved.

In Episode 1, James sits down with Phil Regan, part of the Business Development team at GVA, and they discuss the unique culture, service, and offerings of Great Valley Advisor Group. GVA is a full-service, technology-driven RIA. With more than 170 advisors across the country, GVA provides asset management, compliance, billing & compensation, insurance brokerage, 401k services, technology, and more to our advisors. Everything we do is scalable, as we place technology in the forefront. We are a family of like-minded individuals who hold our client's financial interests above our own.Welcome to Advisor Edge: The GVA Way, a podcast series created for financial advisors navigating the complexities of transitioning from a traditional firm or considering branching out independently for the first time. We are attuned to the anxieties and hesitation that accompany transitioning to independence. This podcast will deliver clarity and expertise by answering common questions and guiding you through the services and support GVA provides during the transition process. From establishing your brand to building a client base and managing compliance, we’ll provide the insights and resources you need to thrive in your new venture.Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.Visit Our Website Copyright © 2024 Great Valley Advisor Group. All rights reserved.