Transition Assistance

Episode 2 of our podcast “Advisor Edge: The GVA Way” is now live! James J. Spinelli, ChFC®, AIF® invites our Business Development Associate Phil Edge Regan back to continue the conversation. In this episode James & Phil dive into Transition Assistance (explaining the new offer!), our updated Advisor Referrals offering, and Acquisitions (including financing options, flexible terms, succession/exit planning, our payout structure & more).

We invite you to share 18 minutes with us, and enjoy Episode 2 of “Advisor Edge: The GVA Way” now.

Welcome to Advisor Edge: The GVA Way, a podcast series created  ...