Succession Planning By Stef Dolan on June 5, 2024June 5, 2024 Succession planning is a critical yet often overlooked aspect of a financial advisor’s practice. While we dedicate ourselves to helping… Read More
Advisor Edge: The GVA Way – Episode 3 By Stef Dolan on May 30, 2024October 2, 2024 Episode 3 of our podcast “Advisor Edge: The GVA Way” is now live! James Spinelli, ChFC®, AIF® invites our Marketing… Read More
The Affiliated Advisor By Stef Dolan on May 9, 2024May 9, 2024 Financial advisors always look for ways to build and grow their businesses while providing unparalleled client service. Many financial advisors… Read More
Advisor Edge: The GVA Way – Episode 2 By Stef Dolan on April 26, 2024October 2, 2024 Episode 2 of our podcast “Advisor Edge: The GVA Way” is now live! James Spinelli, ChFC®, AIF® invites our Business… Read More
GVA Solutions Spotlight: Tax Strategy Resources By Stef Dolan on April 2, 2024April 2, 2024 One of GVA’s foundational principles is building an ecosystem that enables our advisors to provide comprehensive financial planning services. We… Read More
Advisor Edge: The GVA Way – Episode 1 By Stef Dolan on March 14, 2024October 2, 2024 In Episode 1, James sits down with Phil Regan, part of the Business Development team at GVA, and they discuss… Read More
Case Study: Chester Springs Financial Group By Stef Dolan on February 15, 2024February 29, 2024 Michael Dedda, ChFC, Co-Founder and President of Chester Springs Financial Group, discusses how his firm utilizes tools from GVA, specifically… Read More
Case Study: GVA Advisors on Their Transition to Independence By Stef Dolan on January 31, 2024January 31, 2024 In our latest case study video, GVA advisors discuss transitioning to either a hybrid or an independent operating model, and… Read More
Case Study: North Point Advisor Group By Stef Dolan on January 23, 2024January 26, 2024 Our latest case study video explores North Point Advisor Group, and how Mike Dolezal and David Hopkins took their firms… Read More
Understanding Direct Indexing and Its Potential Benefits for Advisors By Stef Dolan on September 19, 2023October 20, 2023 Direct indexing has emerged as a powerful tool for portfolio management. This innovative approach allows advisors to tailor investment strategies… Read More
GVA Advisor Referral Program By Stef Dolan on September 1, 2023September 1, 2023 Growth is essential to the success of a business, and as such Great Valley Advisor Group is always looking to… Read More
Latest RIA Trends By Stef Dolan on August 15, 2023August 15, 2023 At Great Valley Advisor Group, our unique operating model provides us the opportunity to keep our finger on the pulse… Read More