Advisor Edge: The GVA Way – Episode 15

In Episode 15 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with Ben Haas, CFP®, CRPC®, ABFPTM,  Wealth Manager at Haas Financial Group, for a thoughtful conversation on financial planning through the lens of behavioral finance.

James and Ben explore why true planning goes beyond numbers, highlighting the importance of understanding each client’s personal motivations. Topics touched on include:

• 💡 Behavioral finance and the human side of financial planning are central – By understanding a client’s why, such as wanting time freedom or reduced stress, advisors can better align financial strategies with meaningful life goals.
• ⚙️ Implementation and accountability drive real success – This includes using clear, actionable planning steps and emphasizing accountability.
• 🎯 Fit matters in advisor-client relationships – Relationships built on mutual understanding and shared philosophy lead to better long-term outcomes.

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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