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, 2025February 7, 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, 2025January 30, 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.
Leveraging Technology with the GVA Tech Stack By Stef Dolan on January 16, 2025January 17, 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, 2025January 3, 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, 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.
Financial Advisors: Holiday Gift Ideas for Clients By James J. Spinelli, ChFC®, AIF® on December 11, 2024December 11, 2024 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
Navigating Mergers and Acquisitions in the Wealth Management Space: A Guide for Financial Advisors By James J. Spinelli, ChFC®, AIF® on December 5, 2024December 5, 2024 Mergers and acquisitions (M&A) in the wealth management industry have become increasingly common as firms look to scale, streamline operations, and offer more comprehensive solutions to clients.
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