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
Advisor Marketing Investment: What Do the Numbers Say? By Stef Dolan on December 18, 2024April 4, 2025 Recently, the GVA Marketing team hosted a GVA ALPINE conference call with Lisa Graham, Co-Founder and CEO of Graham Media Partners.
Financial Advisors: Holiday Gift Ideas for Clients By Stef Dolan on December 11, 2024April 4, 2025 The holiday season is a time of giving, gratitude, and reflection, making it an ideal opportunity for financial advisors to show appreciation to their clients.
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, 2024April 4, 2025 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, 2024April 4, 2025 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