Advisor Edge: The GVA Way – Episode 5

In Episode 5 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC®, AIF® hosts our Chief Market Strategist Eric Parnell, CFA. The first of a two-part series focused on the GVA Asset Management (GVAAM) team, in this epsiode James and Eric focus on what specifically the GVAAM team does to support our advisors and to help them grow their practice – such as timely market updates, asset based pricing, customized approaches, and more.

You’ll hear about Eric’s extensive experience in the financial industry space. Did you know he used to run his own RIA?! On that Eric says, “One of the things that I came to realize running my own RIA is that the world had become so much more complex in terms of running a business in the investment space than it had been 20 years ago when I first started…and that’s how I came to know GVA.”

Learn more about why we are so lucky to have Eric on our team, and how he is uniquely positioned for his current role. Through his experience he has come to inherently recognize that each advisor, and each advisor business, is unique, not only in how they built and run their business, but also in how they move forward. Eric and his team pride themselves on offering tailored solutions for all GVA advisors.

Eric will join us again next month for Episode 6 of “Advisor Edge: The GVA Way” to deep dive into models and the behind-the-scenes thought process that goes into it.

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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