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 future of the RIA sector. According to the study, client retention rates are at 86%. The findings from GVA’s transition team are in line and additionally, show high advisor satisfaction feedback. You guys overdelivered and helped me more than I could have imagined. You provided support obviously resulting in quantitative increases to my business but your support has provided benefits that you can’t put a price on, like having piece of mind ** When advisors look at going independent, there are many things to consider. At the forefront of their minds is how to best serve the interests of their clients. Going independent can offer advisors the freedom to act in the best interests of their clients as well as build their businesses, their way. By partnering with GVA, advisors gain the freedom to tailor their strategies, enhance their services, and leverage growth prospects according to their own vision and preferences. An important takeaway from this study is the finding that advisors could use more support in both the decision-making process, as well as the transition. This is where GVA sets themselves apart. We not only have a network of 170+ advisors to consult with, but also a dedicated transitions team focused on the advisor, working effectively and efficiently to launch them on their platform as quickly and smoothly as possible. GVA understands that no two transitions are alike, and as such, takes a personalized approach to each. With the right support and guidance, the journey to independence is an opportunity to redefine success on one’s own terms. Partnering with GVA allows advisors to leverage our network and resources to do just that. **Sal Stanzione – GVA Wealth Advisor, Florida 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. Compliance Tracking # – 596212-2