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 on your own for the first time. We are attune 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.
Advisor Edge: The GVA Way
Episode 2: Transition Assistance
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.
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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.