By Stef Dolan on January 31, 2023July 25, 2023 GVA’s platform continues to help advisors succeed. As you continue to grow, so does your client base, creating additional servicing and trading needs. Whether you’re still growing your practice, or looking to scale back, let GVA take the work off your plate. We are proud to introduce the GVA Small Account Solution (SAS) that helps advisors free up time by identifying a group of accounts for a partial book sale or revenue split. It’s as simple as 1-2-3. Identify the advisory/brokerage accounts that no longer fit your practice Decide on a revenue split or partial book sale A partial book sale purchase agreement is to be signed by both parties Transfer accounts to GVA’s internal servicing team While small-balance accounts can be a good source of referrals and an investment in a firm’s future growth, portfolio management, and client meetings take up the majority of a firm’s time (i.e. a time commitment that can be the same for a $5 million account as it is for a $5,000 IRA). GVA can accept accounts from any of our available custodians, within both advisory and brokerage channels! This process is straightforward, easy, and automated by utilizing our internal Salesforce platform and AdvisorBOB. GVA’s SAS team is led by Ryan Brumfield. Ryan holds his Securities 7 and 66 registrations and has over seven years of investment and relationship management experience. He has had experience putting together investment allocations for high-net-worth individuals and provides a “white glove” service to his clients. Ryan is passionate about helping clients reach their goals. To learn more about how GVA’s Small Account Solution can assist you and your team please contact Ryan today: rbrumfield@greatvalleyadvisors.com