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
Introducing GVA SecureOffice: How Our Partnership with Align Managed Services is Up-Leveling GVA’s Approach to Cybersecurity By James J. Spinelli, ChFC®, AIF® on November 15, 2021October 11, 2024 The pandemic prompted a significant shift within the financial services space, yielding a decentralized workforce as professionals moved from the… 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