Case Study: GVA Advisors on Their Transition to Independence

In our latest case study video, GVA advisors discuss transitioning to either a hybrid or an independent operating model, and the support they get from GVA during the transition phase.

Advisors discuss best practices, give advice, and explore their partnership with Great Valley Advisor Group before, during, and after the transition period.

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.

North Point Advisor Group, Paragon Wealth Management, Two Rivers Wealth Management, Gornitzky Sage Wealth Management, Great Valley Advisors and LPL Financial are separate entities.

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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.