By James J. Spinelli, ChFC®, AIF® on October 7, 2022November 27, 2023 When Great Valley Advisor Group (GVA) was founded, it was built from the ground up with purpose. The purpose co-founders James Spinelli and Ryan Todd had in mind was to create a great company founded on a positive, attractive, supportive culture. And at the forefront, the premise that collaboration drives success. As a GVA advisor you are part of a team, a family, and you are never alone. As Ryan and James worked to attract advisors, the internal GVA team grew—each new hire is made consciously. The team that has come together to create GVA brings experience from a variety of organizations and backgrounds that collectively build the philosophy and culture of GVA. “There are three things that attracted us to GVA — number one is culture or good culture fit number two, technology knowledge and number three, compliance, efficiency and simplicity.” GVA Advisor The culture at GVA has been built on these primary tenets: support and service our advisors provide strong leadership and a clear vision laser focus on technology and security collaborative, nationwide network on advisors Support and Service Our Family of Advisors First and foremost, GVA strives to provide our advisors with the highest possible service and communication. Our goal is for our advisors to feel deeply confident that their needs are the driving force behind every decision we make, and thus their needs are met – or at the least that their needs can and will be met – as additional needs arise.GVA’s internal team strives to provide the highest possible level of customer service, providing the tools and support to ensure every advisor continues to trust us with their clients’ assets. It’s impossible to provide good service without a knowledgeable, grateful team who innately have a drive to solve issues that arise and aid in any way that we can. Our objective behind each interaction is for our advisors to leave the conversation feeling they received outstanding respect, care, and attention. “GVA takes you under their wing to make sure you have everything you need to be successful in the business. It’s just a wonderful culture, you’re one of the family; and it’s nice to know that no matter what GVA is just a phone call away. I wouldn’t be in my business, and where I am today, if it wasn’t for GVA.” GVA Advisor Collaborative, Nationwide Advisor Network GVA’s network of advisors spans our nation. The network was also built purposefully—we look for advisors and partner firms that align with the GVA Culture. Advisors consistently tell us that what attracted them to GVA is the family culture. We are proud of our culture, and we are consistent in it, and we believe we communicate that from our very first interaction. “They’re very much aligned with the culture that we have at our own firm, where it’s basically you put the clients and employees first on a pedestal, and you just treat people well. And so when I initially met James, that, like the confidence that he had in that culture, and the way that he treated people.” GVA Advisor Laser-Focus on Technology and Security GVA is 100% technology driven. Our considerable investment in our technology stack is what allows us to attract talent, as well as foster the growth we experience. Additionally, the technological solutions we provide allow our advisors to scale their businesses efficiently and effectively. GVA offers a customized SalesForce buildout (tailored to your office), an advanced cybersecurity solution, and our proprietary financial compensation solution–AdvisorBOB. The technology stack that GVA boasts is second to none. “From a technology perspective [GVA] is further ahead of everybody else… it was actually not even close from a technological perspective.” GVA Advisor Strong Leadership, Clear Vision GVA believes that building an incredible team and investing in leadership and management, to ensure employee retention, is the best way for us to serve our advisors. GVA’s Team is trained and enthusiastically ready and willing to assist our advisors. There are many theories on the most effective form of company management to build great culture and retain employees, but what we believe in (and work to cultivate every single day) is a family atmosphere. And what that means to us is creating a supportive space that ensures open communication and support. GVA empowers our team — employees and advisors — to be creative and decisive, and therefore their most effective self. In summary, the functional balance between leadership and management has helped GVA attract, develop, and retain an incredibly high level of talent. Our high level of growth, dedication to innovation, commitment to our advisors (and their clients), and family-like atmosphere would not exist without having dedicated employees who continually pledge themselves to our process and invest in their own growth. Great Valley Advisor Group dedicates us to providing the highest possible advisor experience—period. To explore more about how the GVA culture drives our success, schedule a call with us. Connect with us on LinkedIn and Facebook and follow us on Twitter for our latest insights and team updates. Know an advisor looking to go independent? And/or an advisor that you think would be a good fit for GVA? We invite you to learn more here.