Note sull'episodio

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 for advisors joining the firm. Click here to learn more about each of the below paths.

  1. The Guided Advisor
  2. The Integrated Advisor
  3. Profit and Partner

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 transitioni ... 

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Parole chiave
RIAFinancial AdvisorBusiness DevelopmentAsset Management