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 expand our network and grow our family of advisors. We’ve built our Referral Program to provide incentive and opportunity for existing GVA advisors to refer potential advisors to GVA. For every referral, advisors will earn a payout through GVA’s Enhanced Referral Program. On top of that, the GVA program is available in addition to LPL Financial’s Referral Program – so advisors could make up to $12,000 on each referral. GVA is a unique advisor network, providing a variety of ways for advisors to join or affiliate, and access the unparalleled support and advantages that GVA firms enjoy. No one knows this better than our own advisors, which is why we developed our referral program; we want to incentivize the people who know us best to help build and make Great Valley Advisor Group even better! How are Advisors Compensated? The referring advisor is compensated based on the eligible advisors’ trailing 12-month production. For every referred advisor that joins the GVA team, the referring advisor earns a referral bonus payout. Please see the terms and conditions below: The referral bonus is 2% of the referrals’ advisory GDC; and 1% of their brokerage GDC. The amount may not exceed $12,000. Have a validated minimum of either $100,000 in trailing 12-month production or $10 million in transferable Assets Under Management (AUM) If the advisor is part of a shared office, the bonus will be at the office level. GVA must not have been in contact with the referred advisor in the past 12 months. GVA will provide final approval of eligible status based on proof of production supplied at the time of registration. The referral bonus is broken into two payments: 1st half payment will be 2 months following the referrals registration date; 2nd half payment will be 6 months following the referrals registration date. Do you know an advisor that would be a good fit for GVA? If so we encourage you to take the first step and complete the Enhanced Referral Program form, here. 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 Approval Pending