In Episode 5 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC®, AIF®

You’ll hear about Eric’s extensive experience in the financial industry space. Did you know he used to run his own RIA?! On that Eric says, “One of the things that I came to realize running my own RIA is that the world had become so much more complex in terms of running a business in the investment space than it had been 20 years ago when I first started…and that’s how I came to know GVA.”

Learn more about why we are so lucky to have Eric on our team, and how he is uniquely positioned for his current role. Through his experience he has come to inherently recognize that each advisor, and each advisor business, is unique, not only in how they built and run their business, but also in how they move forward. Eric and his team pride themselves on offering tailored solutions for all GVA advisors.

Eric will join us again next month for Episode 6 of “Advisor Edge: The GVA Way” to deep dive into models and the behind-the-scenes thought process that goes into it.

Welcome to Advisor Edge: The GVA Way, a podcast series created for financial advisors navigating the complexities of transitioning from a traditional firm or considering branching out independently for the first time. We are attuned to the anxieties and hesitation that accompany transitioning to independence. This podcast will deliver clarity and expertise by answering common questions and guiding you through the services and support GVA provides during the transition process. From establishing your brand to building a client base and managing compliance, we’ll provide the insights and resources you need to thrive in your new venture.

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.

Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

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