Episode
GVA Retirement Partners
- Podcast
- Advisor Edge: The GVA Way
- Published
- Dec 6, 2024
- Duration seconds
- 928
- Processing state
not_requested- Canonical source
- https://rss.com/podcasts/advisor-edge-the-gva-way/1788508
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Summary
In Episode 10 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Jason Kell, Director of GVA Retirement Partners and David Hopkins, Managing Partner at North Point Advisor Group at our annual VAST conference in Napa, CA. James, Jason and David discuss how GVA Retirement Partners benefits advisor and their practices. A few key highlights from this episode: Seamless integration to advisor practices and clients Boosting operational effectiveness for better retirement planning outcomes for clients How Jason is leveraging technology to optimize both the servicing of retirement plans and the prospecting efforts of advisors 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. 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 stra…