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In Episode 28 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with our six summer interns to discuss what they learned, what surprised them, and how their perspective on the independent RIA industry evolved over the summer.

One of the biggest takeaways from the conversation was how much happens beyond the advisor-client relationship. They discovered the depth and breadth of GVA and how our team helps advisors grow, scale and better serve their clients.

It was great to hear directly from the interns about how their experience expanded their understanding of the industry, introduced them to the different career paths within wealth management, and gave them a new appreciation for the independent RIA model.

Interns: What We Learned, Surprises, and Perspective

In Episode 27 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with three advisors under GVA, Tim Weigel, CFP®, RICP®, CHFC®, CLU®, Michael Englund, CLU, ChFC, and Chuck Block, CHFC, CLU, for a discussion on how independent advisor brands can thrive under one shared office while benefiting from the collaborative support of Great Valley Advisor Group.

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 before making a decision.

Advisor Edge: The GVA Way - Episode 27

Market Insights | Market Momentum

Advisor Edge: The GVA Way - Episode 26

On May 16, Great Valley Advisor Group joined over 350 players and hundreds of volunteers at the 12th Berwyn Paoli Little League (BPALL) Challenger Day at the Field of Dreams in Berwyn. Beginning in 1991, the Challenger program is Little League's program for players with physical or mental disabilities, enabling them to participate in a variety of baseball-related activities.

GVA team members were joined by the Phillie Phanatic and hundreds of other individuals and organizations from the community. Featuring local Challenger teams, a Home Run Derby, games, food and music, Challenger Day celebrates the Little League Challenger Division, offering hundreds of youth with physical and intellectual disabilities the chance to play baseball in an adaptive environment.

For more information about BPALL and Challenger Day, please visit https://www.bpall.org/.

BPALL Challenger Day with GVA

Market Insights | Private Market Noise