Advisor Edge: The GVA Way – Episode 21

🎙️ Episode 21 of Advisor Edge: The GVA Way is live!

In Episode 21 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, 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 Takeaways

• Independence & Growth: Paul’s transition to GVA enabled him to build his business his way, resulting in a seven-figure advisory practice centered on efficiency, transparency, and client value.
• Tech-Driven Value: A comprehensive tech stack—featuring tools like Holistiplan, Orion, Salesforce, and Schwab—supports advanced tax planning, portfolio management, and scalable client service.
• GVA Partnership Impact: GVA’s flexibility, support, and commitment to advisor autonomy empowered Paul to create his own brand, implement new ideas, and deliver a higher level of service to his clients.

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.

Stef Dolan Director, Marketing

Stef joined the GVA Marketing team in 2022, and in her current role as Director of Marketing oversees all website, social media, video, podcast, external marketing, event planning, and advisor marketing programs. Stef has been involved in marketing and advertising since graduating from Columbia University in 2006. She began her career agency-side at Ogilvy and Digitas in New York. Then, after relocating to Pennsylvania, Stef led the digital team at a medical publishing company for 8 years, producing content and videos for world-class brands and surgeons worldwide.

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