# Practice Management

Page: https://stenobird.com/podcast/advisor-edge-the-gva-way-7099215/practice-management
Text version: https://stenobird.com/podcast/advisor-edge-the-gva-way-7099215/practice-management.md
Podcast: [Advisor Edge: The GVA Way](https://stenobird.com/podcast/advisor-edge-the-gva-way-7099215)
Published: 2025-01-31T03:58:07+00:00
Episode link: https://rss.com/podcasts/advisor-edge-the-gva-way/1874167
Audio file: https://content.rss.com/episodes/301092/1874167/advisor-edge-the-gva-way/2025_01_31_03_58_03_55faa38b-a1fc-4d77-852e-e17711c6a57b.mp3
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JSON: https://stenobird.com/v1/public/podcasts/advisor-edge-the-gva-way-7099215/episodes/practice-management
Duration seconds: 1265

## Resource

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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## Transcript

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