Advisor Edge: The GVA Way – Episode 14 By Stef Dolan on April 24, 2025April 24, 2025 In Episode 14 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Alex Weiss CFP,… Read More
Advisor Edge: The GVA Way – Episode 13 By Stef Dolan on March 13, 2025March 13, 2025 In Episode 13 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Leif Briel, Founder… Read More
ALPINE: Social Media Call Summary By Stef Dolan on March 6, 2025April 4, 2025 In the fifth ALPINE call presented by the GVA Marketing Team Stef Dolan and Mike Burke discussed Social Media. While… Read More
Philly Phorum at the Union League By Stef Dolan on February 28, 2025April 4, 2025 Great Valley Advisor Group’s Asset Management team kicked off the first of two Philly Phorum events scheduled for 2025. Held… Read More
Advisor Edge: The GVA Way – Episode 12 By Stef Dolan on February 19, 2025February 19, 2025 In Episode 12 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Kate Quinn, Manager… Read More
GVA Attends Catchlight’s Growth Day By Stef Dolan on February 7, 2025April 4, 2025 At GVA, we know how important technology is to financial advisors. Without sacrificing the human element, our technology stack is purpose-built for advisors dedicated to improving client interaction, streamlining processes, and making data-driven decisions.
Advisor Edge: The GVA Way – Episode 11 By Stef Dolan on January 30, 2025January 30, 2025 In Episode 11 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Cynthia Spigel, CFP®,… Read More
ALPINE: Google Business Profile & Google Ads By Stef Dolan on January 30, 2025April 4, 2025 At GVA, we know how important technology is to financial advisors. Without sacrificing the human element, our technology stack is purpose-built for advisors dedicated to improving client interaction, streamlining processes, and making data-driven decisions.
GVA Welcomes Chew Financial Group By Stef Dolan on January 28, 2025January 28, 2025 Great Valley Advisor Group would like to welcome Chew Financial Group to the GVA family!
Leveraging Technology with the GVA Tech Stack By Stef Dolan on January 16, 2025April 4, 2025 At GVA, we know how important technology is to financial advisors. Without sacrificing the human element, our technology stack is purpose-built for advisors dedicated to improving client interaction, streamlining processes, and making data-driven decisions.
2024: A Year In Review By Stef Dolan on January 2, 2025April 4, 2025 As 2024 comes to a close we’re remembering some of our favorite moments, achievements, and connections – with all of… Read More
GVA Marketing Launches Three Flagship Websites By Stef Dolan on December 27, 2024December 27, 2024 The GVA Marketing team recently designed and built all new websites for three of our flagship DBA advisor firms. Paragon… Read More