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.

Mike Burke Manager, Advisor Websites & Marketing

After graduating from Penn State University with a B.A. in English, Mike began his career in B2B technology sales, learning how to close deals and, most importantly, developing thick skin. He then took on an operations and management role at a marketing firm, where he recognized a gap in the company’s capabilities and taught himself to design, code, and build websites while handling the day-to-day company operations and managing client relationships. Discovering his passion for design and technology and building up a web design and UX work portfolio, Mike spent the next six years at Comcast, fulfilling various roles on the digital and e-commerce teams, from UX designer to front-end developer to his final role as a Senior Art Director. After transitioning into management consulting, he was on the road for three years, working with enterprise-level companies such as Microsoft, Aon, and Vanguard and expanding his skill set from digital and web to organizational strategy and management.

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