Podcast Index

Podcasts

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Advisor Edge: The GVA Way Advisor Edge: The GVA Way James Spinelli, ChFC ChatGPT Podcast ChatGPT Podcast ChatGPT Thinking Crypto News & Interviews Thinking Crypto News & Interviews Tony Edward Digital Voices: AI News, ChatGPT, OpenAI, Gemini, Claude Digital Voices: AI News, ChatGPT, OpenAI, Gemini, Claude Digital Voices Bob Proctor: The Science of Success Bob Proctor: The Science of Success Bob Proctor Let Freedom: AI & Business News Let Freedom: AI & Business News Let Freedom Starter Story Starter Story Starter Story Bloomberg News Now Bloomberg News Now Samejo AI Fire Daily AI Fire Daily AIFire.co 周文强 I 财商课堂 周文强 I 财商课堂 周文强财商教育13 Curiosity Chronicle Curiosity Chronicle Sahil Bloom The Blueprint: An FPA NexGen® Podcast The Blueprint: An FPA NexGen® Podcast FPA NexGen® Handelsblatt Morning Briefing - News aus Wirtschaft, Politik und Finanzen Handelsblatt Morning Briefing - News aus Wirtschaft, Politik und Finanzen Friederike Hofmann, Sven Prange und die Handelsblatt Redaktion, Handelsblatt Speak Up: Develop Your Executive Presence & Leadership Communication Style Speak Up: Develop Your Executive Presence & Leadership Communication Style Laura Camacho Happy Work - Management & bien-être au travail Happy Work - Management & bien-être au travail Gaël Chatelain-Berry Tax Notes Talk Tax Notes Talk Tax Notes Artificial Intelligence Growth Architect | Connor with Honor | Real Estate Consultant Artificial Intelligence Growth Architect | Connor with Honor | Real Estate Consultant Connor T. MacIvor | Connor with Honor Indonesia Digital Marketing Podcast - Ryan Kristo Muljono Indonesia Digital Marketing Podcast - Ryan Kristo Muljono Ryan Kristo Muljono Auslegungssache – der c't-Datenschutz-Podcast Auslegungssache – der c't-Datenschutz-Podcast c't Magazin AICPA Personal Financial Planning (PFP) AICPA Personal Financial Planning (PFP) AICPA & CIMA The Pool Guy Podcast Show The Pool Guy Podcast Show David Van Brunt t3n Arbeit in Progress t3n Arbeit in Progress t3n Digital Pioneers The SupplyChainBrain Podcast The SupplyChainBrain Podcast Bob Bowman My Latin Life Podcast My Latin Life Podcast mylatinlife.com The Dirt on Flowers The Dirt on Flowers Shannon Allen and Lyndsay Biehl Motivational Speech Motivational Speech Motivational Speech Leverage Addicts Leverage Addicts MHQ iGaming Daily iGaming Daily SBC Media Playlist News : les meilleurs podcasts d'actualité Playlist News : les meilleurs podcasts d'actualité Acast France Over This Should Over This Should Pamela Meadows A Chat with Jay "Remove your Mask, Write your Story, Authentic Opinions, Views & Stories" A Chat with Jay "Remove your Mask, Write your Story, Authentic Opinions, Views & Stories" Jay Stefanson Crazy Wealthy Podcast Crazy Wealthy Podcast Jonathan Blau Founder Mode Founder Mode Feliks Eyser Farming in Five by Farmers Guardian Farming in Five by Farmers Guardian Farmers Guardian Velvet Rope Playbook Velvet Rope Playbook Mark Satterfield Lets Talk About PrEP Lets Talk About PrEP Global Black Gay Men Connect Nacktes Geld Nacktes Geld Paul Brandenburg
Advisor Edge: The GVA Way

Business

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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