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Advisor Edge: The GVA Way Advisor Edge: The GVA Way James Spinelli, ChFC Telecom Reseller / Technology Reseller News Telecom Reseller / Technology Reseller News Telecom Reseller MoneywebNOW MoneywebNOW Moneyweb Radio EconomX Podcast EconomX Podcast economx.hu L’Edito de Raphael Legendre L’Edito de Raphael Legendre BFM Business The Quarter Hour: the best daily radio industry podcast The Quarter Hour: the best daily radio industry podcast podtential originals Noticias Marketing Noticias Marketing Borja Girón Survive: Essentials for C-Store Assistant Managers Survive: Essentials for C-Store Assistant Managers C-Store Center Thrive: Leadership Skills for C-Store Managers Thrive: Leadership Skills for C-Store Managers C-Store Center Drive: Multi-Unit Excellence for C-Store District Managers Drive: Multi-Unit Excellence for C-Store District Managers C-Store Center Arrive: Strategy for Independent C-Store Owners Arrive: Strategy for Independent C-Store Owners C-Store Center CFO Podcast CFO Podcast Peter De Roeck Les Classiques de l'économie Les Classiques de l'économie Radio Classique Renta 4 Pódcast Renta 4 Pódcast Renta 4 Software Defined Talk Software Defined Talk Software Defined Talk LLC The Kings Code Podcast The Kings Code Podcast Tate Bloomberg News Now Bloomberg News Now Samejo Wade Keller Pro Wrestling Post-shows Wade Keller Pro Wrestling Post-shows Pro Wrestling Torch La Primera de Expansión La Primera de Expansión Expansión Black Box - La scatola nera della finanza Black Box - La scatola nera della finanza Guido Brera e Gian Luca Comandini - Chora Media Face à Lechypre Face à Lechypre BFM Business L'angle éco de François Lenglet L'angle éco de François Lenglet RTL Tina Huang Tina Huang Tina Huang Alex Becker Channel Alex Becker Channel Alex Becker Channel Vacation Rental Revolution Podcast: Building Lifestyle & Financial Freedom With Short-Term Rentals Vacation Rental Revolution Podcast: Building Lifestyle & Financial Freedom With Short-Term Rentals Shawn Moore The $100 MBA Show The $100 MBA Show Omar Zenhom Leaders Worth Knowing Podcast Leaders Worth Knowing Podcast Leaders Scale Her Up: Female business stories and expert tips for business growth and success Scale Her Up: Female business stories and expert tips for business growth and success Brenda Hector Market Updates Market Updates Marcus Today Unconventional Knowledge by GIS Unconventional Knowledge by GIS Geopolitical Intelligence Services (GIS) The Adventure Paradox The Adventure Paradox Cat Caldwell Myers No Bollocks with Matt Haycox No Bollocks with Matt Haycox Matt Haycox Property Developer Show - The Podcast Property Developer Show - The Podcast Property Developer Show The Stoic Edge for Managers The Stoic Edge for Managers Mark Williams No Trade Secrets No Trade Secrets Jarome McKenzie TraDetector Cafè - Educazione Finanziaria TraDetector Cafè - Educazione Finanziaria TraDetector Media A Morning Message To Start Your Day with Michael Allosso! A Morning Message To Start Your Day with Michael Allosso! Michael Allosso
Advisor Edge: The GVA Way

Negocios

Advisor Edge: The GVA Way

James Spinelli, ChFC

Thriving As An Independent Firm

July 09, 2026 9:05pm 20 min

In Episode 27 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with advisors under GVA, Tim Weigel, CFP®, RICP®, CHFC®, CLU® - https://pursuit-wealth.com/#team, Michael Englund, CLU, ChFC -...

Financial Wellness Done Right

June 10, 2026 8:06pm 32 min

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 Done Right has become a powe...

Technology Driving Advisor Growth

April 21, 2026 3:36pm 18 min

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 growth. Key Takeaways:Te...

The Journey To Independence

March 16, 2026 12:32pm 20 min

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 building an independent ...

GVA Secure Office

February 02, 2026 12:43pm 14 min

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 enterprise-level technolo...

Redefining Advisor Efficiency Through AI

December 22, 2025 8:20pm 19 min

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 artificial intelligenc...

Building an Independent Advisory Practice

December 04, 2025 2:51pm 19 min

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 own independent advisor...

Alternative Investments & Private Markets

October 31, 2025 12:12pm 19 min

🎙️ 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 wealth of institution...

Building Your Brand, Scaling Your Business

September 30, 2025 2:25pm 18 min

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 building her brand and s...

Benefits of a DBA Partnership with GVA

August 20, 2025 1:51pm 16 min

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 benefits of a DBA partners...

Scale, Stability, and Support

July 24, 2025 3:23pm 19 min

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 advisory space.With dec...

The Journey to Independence

June 05, 2025 1:38pm 21 min

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 independence and building a...

Behavioral Finance

May 23, 2025 6:16am 14 min

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 on financial planning...

Distinctive Client Experience

April 24, 2025 3:14pm 17 min

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 exceptional client experien...

Going Independent

March 13, 2025 2:57pm 11 min

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 independent advisor and par...

Advisor Development

February 19, 2025 9:13pm 15 min

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 their 3 distinct paths ...

Practice Management

January 30, 2025 9:58pm 21 min

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 Practice Management for...

GVA Retirement Partners

December 05, 2024 9:43pm 15 min

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 Group at our annual VAST ...

Mergers & Acquisitions

November 18, 2024 7:48pm 11 min

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 provides solutions desig...

Succession Planning

November 18, 2024 7:36pm 15 min

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 succession planning.Welcom...

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