Episode notes
In Episode 13 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Leif Briel, Founder of Endeavr Financial Planning and Wealth Management for a discussion on becoming and independent advisor and partnership with GVA.
A few key takeaways from this episode:
- Drivers of going independent
- Advantages of being a business owner
- Building your vision in the independent advisor space
Welcome to Advisor Edge: The GVA Way, a podcast series created for financial advisors navigating the complexities of transitioning from a ...
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