Episode 11: 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 Practice Management for Investment Advisors. A few key takeaways from this episode:

• The importance of creating and communicating a strong vision for your - practice
• Setting clear internal expectations
• Developing a strong client experience

Great Valley Advisor Group is a technology-driven, full-service RIA engineered to provide tailored solutions to independent advisors and advisory firms.