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 Group at our annual VAST conference in Napa, CA. James, Jason and David discuss how GVA Retirement Partners benefits advisor and their practices.

A few key highlights from this episode:

1. Seamless integration to advisor practices and clients
2. Boosting operational effectiveness for better retirement planning outcomes for clients
3. How Jason is leveraging technology to optimize both the servicing of retirement plans and the prospecting efforts of advisors

Welcome to Advisor Edge: The GVA Way, a podcast series created for financial advisors navigating the complexities of transitioning from a traditional firm or consi ...