Episode
Practice Management
- Podcast
- Advisor Edge: The GVA Way
- Published
- Jan 31, 2025
- Duration seconds
- 1265
- Processing state
not_requested- Canonical source
- https://rss.com/podcasts/advisor-edge-the-gva-way/1874167
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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.