Three Core Values of Succession Planning By Stef Dolan on July 18, 2024July 18, 2024 At Great Valley Advisor Group, we approach succession plan strategy with three core values in mind – customization, continuity, and… Read More
Client Retention Rates High with Transition to Independence By Stef Dolan on July 2, 2024July 2, 2024 A May 2024 Supported Independence Study from Schwab Advisor Services shows high client retention rates and a bullish outlook on the… Read More
Advisor Edge: The GVA Way – Episode 4 By Stef Dolan on June 28, 2024October 2, 2024 Episode 4 of our podcast “Advisor Edge: The GVA Way” is now live! James Spinelli, ChFC®, AIF® invites our… Read More
GVA Announces $1B AUM for GVA Asset Management By Stef Dolan on June 13, 2024June 13, 2024 Berwyn, PA – Great Valley Advisor Group was established in 2012 with a clear vision and purpose: to create a… Read More
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