
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.
Episodes
7 episodes
Advisor Edge: The GVA Way - Episode 7
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 anxi...
•
Season 1
•
Episode 7
•
18:30

Advisor Edge: The GVA Way - Episode 6
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 epsiode J...
•
Season 1
•
Episode 6
•
18:04

Advisor Edge: The GVA Way - Episode 5
In Episode 5 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC®, AIF® <tag> hosts our Chief Market Strategist Eric Parnell, CFA. The first of a two-part series focu...
•
Season 1
•
Episode 5
•
19:15

Advisor Edge: The GVA Way - Episode 4
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....
•
Season 1
•
Episode 4
•
15:59

Episode 3: Marketing Strategy
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 bus...
•
Season 1
•
Episode 3
•
17:03

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
•
Season 1
•
Episode 2
•
18:00

Episode 1: What is GVA?
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...
•
Season 1
•
Episode 1
•
16:55
