By Stef Dolan on June 10, 2026June 10, 2026 🎙️ Episode 26 of Advisor Edge: The GVA Way is live! In Episode 26 of our podcast “Advisor Edge: The GVA Way,” James sits down with Paul and Peter Tourville, founders of Next Level Planning & Wealth Management, to discuss how Financial Wellness Done Right has become a powerful growth engine for their firm. As we prepare to roll out Financial Wellness Done Right through the GVA Growth Accelerator Program, we’re excited to bring this proven growth strategy to advisors within our network. Some key takeaways about Financial Wellness Done Right. It is proven and scalable. Over the past two decades, Next Level has refined a model that has helped fuel extraordinary growth while maintaining exceptional client retention and long-term relationships. It creates opportunities for advisors. By providing impactful education and guidance, advisors can establish trust, build relationships, and create a sustainable pipeline of qualified introductions within their local communities. It motivates action. The goal isn’t simply education; it’s helping participants take meaningful steps to improve their financial future. With more than 100,000 participants having gone through the program, the results speak for themselves. It’s holistic, not product-focused. Financial Wellness Done Right helps individuals navigate real-life financial decisions—from buying a home and managing debt to retirement planning and income strategies—rather than focusing on specific products or market commentary. It creates value for employers. Organizations can offer a powerful financial wellness benefit to employees without adding additional costs, helping strengthen employee engagement and appreciation of existing benefits. A special thank you to Paul and Peter for sharing their insights and for being outstanding partners. We look forward to continuing to grow together. 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 before 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. See Full Bio