Advisor Edge: The GVA Way

About Advisor Edge: The GVA Way

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 branching out independently for the first time. We are attuned to the anxieties and hesitation that accompany transitioning to independence. This podcast will deliver clarity and expertise by answering common questions and guiding you through the services and support GVA provides during the transition process. From establishing your brand to building a client base and managing compliance, we'll provide the insights and resources you need to thrive in your new venture. Visit Our Website (https://greatvalleyadvisors.com/) ©2026 Great Valley Advisor Group. All rights reserved. Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Publisher

James Spinelli, ChFC

Category

business

Language

en

Explicit

No

First episode

15 Nov 2024

Latest episode

18 Aug 2026

Latest episodes

28 episodes in the feed.

1. 

   18 Aug 2026

   Interns: What We Learned, Surprises, and Perspective

   In Episode 28 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC® (https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fjamesspinelli%2F&data=05%7C02%7C%7Ce224292bc4a64538333508defc963a4e%7C1005fafd75f94d21bd69cdfd94531a50%7C0%7C0%7C639225919332011111%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=NWUGKVh62MQiXPkdnoHoRALulr5xg%2FzgWswSz%2FaXr60%3D&reserved=0), 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 advisor-client relationship. They discovered the depth and breadth of GVA and how our team helps advisors grow, scale and better serve their clients. It was great to hear directly from the interns about how their experience expanded their understanding of the industry, introduced them to the different career paths within wealth management, and gave them a new appreciation for the independent RIA model.

2. 

   10 Jul 2026

   Thriving As An Independent Firm

   In Episode 27 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC® (https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fjamesspinelli%2F&data=05%7C02%7C%7C7aba5cabf7cd42f9d52308dedb8821d6%7C1005fafd75f94d21bd69cdfd94531a50%7C0%7C0%7C639189574916669267%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=9XlH98dbAl1BM8uzxjGG08RNKNHDipixhEZAISvc6Ts%3D&reserved=0), sits down with advisors under GVA, Tim Weigel, CFP®, RICP®, CHFC®, CLU® - https://pursuit-wealth.com/#team (https://pursuit-wealth.com/#team), Michael Englund, CLU, ChFC - https://willowriverwealth.com/#team (https://willowriverwealth.com/#team), and Chuck Block, CHFC, CLU - https://tworiverswealthmgmt.com/#team (https://tworiverswealthmgmt.com/#team), for a discussion on how independent advisor brands can thrive under one shared office while benefiting from the collaborative support of Great Valley Advisor Group. Together, they share how maintaining independent identities while leveraging shared resources, operational efficiencies, and peer collaboration has created a scalable model for growth—without sacrificing the entrepreneurial freedom that drives their businesses. Key Takeaways: Independent brands, shared success: Advisors can preserve their unique identities while benefiting from a collaborative office environment that fosters knowledge sharing, succession planning, and a stronger client experience. Shared resources create meaningful efficiencies: From office space and technology infrastructure to staffing and operational expenses, pooling resources reduces costs and allows advisors to focus more time on serving clients and growing their practices. Collaboration fuels long-term growth: Regular strategy meetings, shared expertise, and access to a broader advisor network help create a culture of continuous learning, smarter decision-making, and scalable business growth.

3. 

   11 Jun 2026

   Financial Wellness Done Right

   In Episode 26 of our podcast “Advisor Edge: The GVA Way,” James sits down with Paul and Peter Tourville, founders of Next Level Planning & Wealth Management, to discuss how Financial Wellness Done Right has become a powerful growth engine for their firm. 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 branching out independently for the first time. We are attuned to the anxieties and hesitation that accompany transitioning to independence. This podcast will deliver clarity and expertise by answering common questions and guiding you through the services and support GVA provides during the transition process. From establishing your brand to building a client base and managing compliance, we'll provide the insights and resources you need to thrive in your new venture.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

1 ratings

Spotify

5.0 / 5

1 ratings

Podcast Authority Score: 5 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

9

Social presence

0

YouTube

0

Engagement

0

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Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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