Advisor Marketing Investment: What Do the Numbers Say? By Stef Dolan on December 18, 2024December 18, 2024 Recently, the GVA Marketing team hosted a GVA ALPINE conference call with Lisa Graham, Co-Founder and CEO of Graham Media Partners.
Advisor Edge: The GVA Way – Episode 10 By Stef Dolan on December 5, 2024December 6, 2024 In Episode 10 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Jason Kell, Director… Read More
Advisor Edge: The GVA Way – Episode 9 By Stef Dolan on November 19, 2024November 19, 2024 Listen on Apple Podcasts In Episode 9 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC®… Read More
2024 GVA VAST Summit, Napa By Stef Dolan on November 14, 2024November 15, 2024 What’s not to like about today’s market? We have new all time highs, the Fed cutting rates, and economic growth.
GVA Lands at 130 on 2024 Forbes Top RIA List By Stef Dolan on October 22, 2024October 22, 2024 Great Valley Advisor Group is proud to have made the Forbes ranking of America’s Top RIA Firms (developed by SHOOK… Read More
Advisor Edge: The GVA Way – Episode 8 By Stef Dolan on October 10, 2024October 10, 2024 We’re proud to present Episode 8 of our podcast, Advisor Edge: The GVA Way. This episode features David Raymond… Read More
Advisor Edge: The GVA Way – Episode 7 By Stef Dolan on September 12, 2024October 2, 2024 In Episode 7 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC®, AIF® hosts Chief Executive… Read More
Advisor Edge: The GVA Way – Episode 6 By Stef Dolan on August 22, 2024October 2, 2024 In Episode 6 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC®, AIF® hosts our Chief… Read More
Advisor Edge: The GVA Way – Episode 5 By Stef Dolan on July 30, 2024October 2, 2024 In Episode 5 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC®, AIF® hosts our Chief… Read More
Three Core Values of Succession Planning By Stef Dolan on July 18, 2024July 18, 2024 At Great Valley Advisor Group, we approach succession plan strategy with three core values in mind – customization, continuity, and… Read More
Client Retention Rates High with Transition to Independence By Stef Dolan on July 2, 2024July 2, 2024 A May 2024 Supported Independence Study from Schwab Advisor Services shows high client retention rates and a bullish outlook on the… Read More
Advisor Edge: The GVA Way – Episode 4 By Stef Dolan on June 28, 2024October 2, 2024 Episode 4 of our podcast “Advisor Edge: The GVA Way” is now live! James Spinelli, ChFC®, AIF® invites our… Read More