Interns: What We Learned, Surpris...
Interns: What We Learned, Surprises, and Perspective

Advisor Edge: The GVA Way by James Spinelli, ChFC

Episode notes

In Episode 28 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with our six summer interns (tags below) to discuss what they learned, what surprised them, and how their perspective on the independent RIA industry evolved over the summer.

One of the biggest takeaways from the conversation was how much happens beyond the advis ... 

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Financial AdvisorBusiness DevelopmentFinancial PlanningAdvisor Technology