Advisor Edge: The GVA Way

In Episode 27 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC® , sits down with advisors under GVA, Tim Weigel, CFP®, RICP®, CHFC®, CLU® -  https://pursuit-wealth.com/#team , Michael Englund, CLU, ChFC -  https://willowriverwealth.com/#team , and Chuck Block, CHFC, CLU -  https://tworiverswealthmgmt.com/#team , for a discussion on how independent advisor brands can thrive under...

In Episode 26 of our podcast “Advisor Edge: The GVA Way,” James sits down with Paul and Peter Tourville, founders of Next Level Planning & Wealth Management, to discuss how Financial Wellness Done Right has become a powerful growth engine for their firm. Welcome to Advisor Edge: The GVA Way, a podcast series created for financial advisors navigating the complexities of transitioning from a tra...

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...

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, enab...

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,...

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-drive...

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 T...

🎙️ 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 ref...

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 scal...

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 envisioned Strength in community – Access to a network of like-minde...

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 suc...

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, flexibili...

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 motivation...

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 j...

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 space We...

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 Advisor The Integrated Advisor Profit and Partner Welcome to Advisor Edge: The GVA...

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 - practice Setting clear internal expectations De...

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 integratio...

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 insigh...

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 i...

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 adva...

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...

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...

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 aspe...

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: Th...