Elevate your Practice and Client Experience with GVA By James J. Spinelli, ChFC®, AIF® on March 1, 2023September 13, 2023 Great Valley Advisor Group (GVA) was founded in January of 2014, built from the ground up with a vision and… Read More
GVA’s Technology Stack: Customized Tools to Drive Growth By James J. Spinelli, ChFC®, AIF® on December 5, 2022June 7, 2023 At Great Valley Advisor Group, our focus on technology is intentional. It is in our mission statement, and at the… Read More
Great Valley Advisor Group promotes Cheryl DeRosa to Chief Compliance Officer By James J. Spinelli, ChFC®, AIF® on October 21, 2022September 15, 2024 Great Valley Advisor Group, the Berwyn, PA based, leading technology-driven, full-service Registered Investment Advisor has promoted Director of Compliance, Cheryl deRosa… Read More
Great Valley Advisor Group Adds Gaines Financial Group By Stef Dolan on February 3, 2022September 15, 2024 The $825M Florida RIA joins GVA to leverage its advisor network and robust technology offerings Berwyn, Pa. — Feb. 3,… Read More
How the EOS Model and Predictive Index Can Enhance Your Practice and Self-Awareness By Stef Dolan on January 10, 2022 For many independent advisors, as well as other entrepreneurs, the most challenging aspects of day-to-day work are keeping their business… Read More
GVA Valley Advisor Summit (VAST): Key Takeaways to Better Your Business By Stef Dolan on January 7, 2022September 15, 2024 Last month, Great Valley Advisor Group held the Valley Advisor Summit (VAST) in Austin, Texas, for our network of advisors… Read More
Disrupting the Routine: Change is the Best Way to Grow Your Business By James J. Spinelli, ChFC®, AIF® on November 9, 2021 Driving change or creating disruption in your firm can be challenging, but we would argue it is one of the… Read More
Get to Know the CEO: GVA’s Ryan Todd on Why Empowering Advisor Growth is Key to Success By Stef Dolan on October 20, 2021 Throughout the past two years, the pandemic has slowed down or completely halted many businesses. Yet, the RIA industry has… Read More
Strength in Members By James J. Spinelli, ChFC®, AIF® on September 2, 2021 How a Well-Curated Advisor Network Drives Growth and Empowers Advisors in Today’s Environment Advisors’ worlds have been completely revolutionized within… Read More
Don’t Be Afraid of the Stack – GVA’s Simple Steps to Growth Through Technology By James J. Spinelli, ChFC®, AIF® on April 23, 2021 Technology continues to dominate the conversation around advisor growth strategies, and the ability to leverage it as a growth tool… Read More