By James J. Spinelli, ChFC®, AIF® on March 21, 2017September 15, 2024 Please join the GVA team, along with a Sr. Support Partner of LPL Financial on March 21, 2017 for a ClientWorks Overview and Best Practices session. This overview is specific to the GVA community, and will be extremely helpful for advisors and assistants who would like to familiarize themselves with the new platform. Contact info@greatvalleyadvisors.com for more information.