Scale, Stability, and Support

In this episode, James J. Spinelli, ChFC®, welcomes Todd Cipperman, General Counsel at Great Valley Advisor Group, for a powerful conversation around Scale, Stability, and Support in the financial advisory space.

With decades of industry experience, Todd shares practical insights into what it takes to build a sustainable, future-ready practice—and the strategic leadership that drives long-term success.

🔑 Key Takeaways:

• The essential components of building a resilient, growth-oriented firm

• Why scale matters more than ever—and how to achieve it

• The critical role of leadership in creating lasting business stability

Whether you're growing your practice or refining your leadership strategy, this episode offers a real-world perspective you won’t want to miss.