In Episode 18 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, continues his conversation with Todd Cipperman, General Counsel at Great Valley Advisor Group focusing on the benefits of a DBA partnership with GVA.

🔑 Key Takeaways:

• Advantage of maintaining entrepreneurial control - build your brand the way you envisioned
• Strength in community – Access to a network of like-minded professionals while leveraging shared infrastructure to accelerate growth
• Advisor Centric Leadership – GVA’s platform was built by advisors, for advisors and continues its commitment to that by implementing advisor feedback

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 branch ...