By Stef Dolan on March 14, 2024March 14, 2024 In Episode 1, James sits down with Phil Regan, part of the Business Development team at GVA, and they discuss the unique culture, service, and offerings of Great Valley Advisor Group. GVA is a full-service, technology-driven RIA. With more than 170 advisors across the country, GVA provides asset management, compliance, billing & compensation, insurance brokerage, 401k services, technology, and more to our advisors. Everything we do is scalable, as we place technology in the forefront. We are a family of like-minded individuals who hold our client’s financial interests above our own. 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.