10 Years Gone By Stef Dolan on July 21, 2025October 22, 2025 Last week, I had the opportunity to visit our GVA Advisors in Boca Raton, Florida. This week’s article is inspired… Read More
Great Valley Advisor Group Welcomes Todd Cipperman as General Counsel By Stef Dolan on July 17, 2025August 12, 2025 Last month we welcomed Todd Cipperman to the Great Valley Advisor Group (GVA) leadership team as our new General Counsel…. Read More
GVA Announces the Return of Its Annual Advisor Conference in 2025 By Stef Dolan on July 7, 2025July 7, 2025 Great Valley Advisor Group has announced the much-anticipated return of its Annual Advisor Conference (AAC), set to take place November… Read More
GVA Partners with Paragon Wealth for Finances On Tap By Stef Dolan on June 26, 2025June 27, 2025 At GVA, we believe empowering advisors means showing up — with insights, perspective, and partnership. Recently, our Chief Market Stragegist… Read More
Advisor Edge: The GVA Way – Episode 16 By Stef Dolan on June 5, 2025June 9, 2025 In Episode 16 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with Charlie… Read More
Advisor Edge: The GVA Way – Episode 15 By Stef Dolan on May 23, 2025May 23, 2025 In Episode 15 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with Ben… Read More
GVA Supports Advisors Through Volatility By Stef Dolan on May 21, 2025May 21, 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 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
GVA ALPINE: Search Engine Optimization (SEO) By Stef Dolan on April 17, 2025October 22, 2025 In the sixth ALPINE call presented by GVA’s marketing team, Mike Burke shared best practices to consider with website SEO…. Read More
GVA In One Word By Stef Dolan on April 10, 2025May 21, 2025 We asked our GVA Corporate employees to describe what GVA means to them – in one word. For some of… 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