Advisor Edge: The GVA Way
James Spinelli, ChFC
Publishing Details
About This Podcast
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.
Visit Our Website ©2026 Great Valley Advisor Group. All rights reserved.
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.
Podcasting 2.0 Features
Social Media
Explore Statistics
Recent Episodes
S1E26 Financial Wellness Done Right
In Episode 26 of our podcast “Advisor Edge: The GVA Way,” James sits down with Paul and Peter Tourville, founders of Next Level Planning & Wealth Management, to discuss how Financial Wellness…
S1E25 Technology Driving Advisor Growth
In Episode 25 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down Ryan Patrick, Chief Technology Officer at Razor Technology, for a discussion on tech driving advisor…
S1E24 The Journey To Independence
In episode 24 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC sits down with Jared Krog, founder of Opulence Wealth Management, to discuss his journey from military service to…
S1E23 GVA Secure Office
In Episode 23 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with Nick Murphy, Manager, Advisor Technology, to discuss Secure Office—Great Valley Advisor Group’s…
S1E22 Redefining Advisor Efficiency Through AI
In Episode 22 of our podcast "Advisor Edge: The GVA Way," James J. Spinelli, ChFC, sits down with Hannah Ellis from Jump AI to discuss how their partnership is redefining advisor efficiency through…
S1E21 Building an Independent Advisory Practice
In Episode 21 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC® [@tag], sits down with Paul Jervey, Founder and CEO of Jervey Genesis Solutions for a discussion on launching his…
S1E20 Alternative Investments & Private Markets
🎙️ Episode 20 of Advisor Edge: The GVA Way is live!James J. Spinelli, ChFC® [@tag], sits down with Eric Hough, the newest member of the Great Valley Advisor Group Asset Management team.Eric brings a…
S1E19 Building Your Brand, Scaling Your Business
In Episode 19 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC® [@tag], sits down with Carmen Andrews, Founder and Financial Advisor of Simplified Financial for a discussion on…
S1E18 Benefits of a DBA Partnership with GVA
In Episode 18 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, continues his conversation with Todd Cipperman, General Counsel at Great Valley Advisor Group focusing on the…
S1E17 Scale, Stability, and Support
In this episode, James J. Spinelli, ChFC®, welcomes Todd Cipperman, General Counsel at Great Valley Advisor Group, for a powerful conversation around Scale, Stability, and Support in the financial…
S1E16 The Journey to Independence
In Episode 16 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with Charlie McNamara, Founder of Paragon Wealth Management, for conversation about the journey to…
S1E15 Behavioral Finance
n Episode 15 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with Ben Haas, CFP®, CRPC®, ABFPTM, Wealth Manager at Haas Financial Group, for a thoughtful conversation…
S1E14 Distinctive Client Experience
In Episode 14 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Alex Weiss CFP, President of Napier Financial for a discussion on building a firm rooted in a culture of…
S1E13 Going Independent
In Episode 13 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Leif Briel, Founder of Endeavr Financial Planning and Wealth Management for a discussion on becoming and…
S1E12 Advisor Development
In Episode 12 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Kate Quinn, Manager of Business Strategy and Advisor Development for a discussion on how GVA has streamlined…
S1E11 Practice Management
In Episode 11 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Cynthia Spigel, CFP®, JD, CRCP owner of Spigel Strategies and Solutions for a discussion and action items on…
S1E10 GVA Retirement Partners
In Episode 10 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Jason Kell, Director of GVA Retirement Partners and David Hopkins, Managing Partner at North Point Advisor…
S1E9 Mergers & Acquisitions
In Episode 9 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts EVP of LPL Capital Partners, Jeremy Holly to discuss M&A strategies and best practices. LPL Capital Partners…
S1E8 Succession Planning
We’re proud to present Episode 8 of our podcast, Advisor Edge: The GVA Way. This episode features David Raymond a Financial Advisor at Doylestown Wealth Management, discussing the importance of…
S1E7 Compensation
In Episode 7 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC®, AIF® hosts Chief Executive Officer Colton Pence and Manager of Advisor Compensation Alexandra Mayeaux from…
Frequently Asked Questions
Advisor Edge: The GVA Way has published 26 episodes since November 2024, covering topics in Business, Investing.
Advisor Edge: The GVA Way is currently highly active with new episodes monthly. Average episode length is 17m.
Similar Podcasts
A Book with Legs
Smead Capital Management
126 episodes
The Meb Faber Show - Better Investing
The Idea Farm
701 episodes
Jake & Gino: Real Estate Investing & Multifamily
Jake & Gino
1,342 episodes
Real Estate Investing Mastery Podcast
Joe McCall
974 episodes
Big Technology Podcast
Alex Kantrowitz
534 episodes
Exit Rich
Michelle Seiler Tucker
145 episodes