• Advisor Edge: The GVA Way - Episode 11

  • Jan 31 2025
  • Length: 21 mins
  • Podcast

Advisor Edge: The GVA Way - Episode 11

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  • Summary

  • In Episode 11 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Cynthia Spigel, CFP®, JD, CRCP owner of Spigel Strategies and Solutions for a discussion and action items on Practice Management for Investment Advisors. A few key takeaways from this episode:

    • The importance of creating and communicating a strong vision for your - practice
    • Setting clear internal expectations
    • Developing a strong client experience

    Great Valley Advisor Group is a technology-driven, full-service RIA engineered to provide tailored solutions to independent advisors and advisory firms.
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