By Stef Dolan on July 24, 2025July 24, 2025 In this episode, James J. Spinelli, 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 firm Why scale matters more than ever—and how to achieve it The critical role of leadership in creating lasting business stability Whether you’re growing your practice or refining your leadership strategy, this episode offers a real-world perspective you won’t want to miss. 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.