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 powerful growth engine for their firm.

Welcome to Advisor Edge: The GVA Way, a podcast series created for financial advisors navigating the complexities of transitioning from a traditional firm or considering branching out independently for the first time. We are attuned to the anxieties and hesitation that accompany transitioning to independence. This podcast will deliver clarity and expertise by answering common questions and guiding you through the services and support GVA provides during the transition process. From establishing your brand to building a client base and managing compliance, we'll provide the insi ...