By Stef Dolan on April 24, 2025April 24, 2025 <span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span><span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span><span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span><span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span><span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span><span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span> 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 connections How to leverage your tech stack to elevate every stage of the client experience Translating a lead planner’s vision into actionable steps for the entire team Mechanisms that ensure accountability, alignment, and consistency 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.