Advisor Edge: The GVA Way
by James Spinelli, ChFC
Making the Hybrid to RIA Only Move
About this podcast
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 ©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.
Episodes
The newest 20 of 29 episodes
- Making the Hybrid to RIA Only Move · 19 min · Season 1 Episode 29In Episode 29 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with Paul Morrone Owner and Wealth Manager of Nexa Financial Group and Ross…
- Interns: What We Learned, Surprises, and Perspective · 18 min · Season 1 Episode 28In Episode 28 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with our six summer interns (tags below) to discuss what they learned, what…
- Thriving As An Independent Firm · 21 min · Season 1 Episode 27In Episode 27 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with advisors under GVA, Tim Weigel, CFP®, RICP®, CHFC®, CLU®…
- Financial Wellness Done Right · 33 min · Season 1 Episode 26In 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…
- Technology Driving Advisor Growth · 19 min · Season 1 Episode 25In Episode 25 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down Ryan Patrick, Chief Technology Officer at Razor Technology, for a discussion on tech…
- The Journey To Independence · 20 min · Season 1 Episode 24In episode 24 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC sits down with Jared Krog, founder of Opulence Wealth Management, to discuss his journey from…
- GVA Secure Office · 15 min · Season 1 Episode 23In Episode 23 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with Nick Murphy, Manager, Advisor Technology, to discuss Secure Office—Great Valley…
- Redefining Advisor Efficiency Through AI · 20 min · Season 1 Episode 22In Episode 22 of our podcast "Advisor Edge: The GVA Way," James J. Spinelli, ChFC, sits down with Hannah Ellis from Jump AI to discuss how their partnership is redefining advisor…
- Building an Independent Advisory Practice · 20 min · Season 1 Episode 21In Episode 21 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC® [@tag], sits down with Paul Jervey, Founder and CEO of Jervey Genesis Solutions for a…
- Alternative Investments & Private Markets · 20 min · Season 1 Episode 20🎙️ Episode 20 of Advisor Edge: The GVA Way is live! James J. Spinelli, ChFC® [@tag], sits down with Eric Hough, the newest member of the Great Valley Advisor Group Asset…
- Building Your Brand, Scaling Your Business · 19 min · Season 1 Episode 19In Episode 19 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC® [@tag], sits down with Carmen Andrews, Founder and Financial Advisor of Simplified Financial…
- Benefits of a DBA Partnership with GVA · 16 min · Season 1 Episode 18In Episode 18 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, continues his conversation with Todd Cipperman, General Counsel at Great Valley Advisor Group…
- Scale, Stability, and Support · 19 min · Season 1 Episode 17In this episode, James J. Spinelli, ChFC®, welcomes Todd Cipperman, General Counsel at Great Valley Advisor Group, for a powerful conversation around Scale, Stability, and…
- The Journey to Independence · 22 min · Season 1 Episode 16In Episode 16 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with Charlie McNamara, Founder of Paragon Wealth Management, for conversation about…
- Behavioral Finance · 15 min · Season 1 Episode 15n Episode 15 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with Ben Haas, CFP®, CRPC®, ABFPTM, Wealth Manager at Haas Financial Group, for a…
- Distinctive Client Experience · 18 min · Season 1 Episode 14In Episode 14 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Alex Weiss CFP, President of Napier Financial for a discussion on building a firm rooted…
- Going Independent · 11 min · Season 1 Episode 13In Episode 13 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Leif Briel, Founder of Endeavr Financial Planning and Wealth Management for a discussion…
- Advisor Development · 16 min · Season 1 Episode 12In Episode 12 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Kate Quinn, Manager of Business Strategy and Advisor Development for a discussion on how…
- Practice Management · 21 min · Season 1 Episode 11In 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…
- GVA Retirement Partners · 15 min · Season 1 Episode 10In 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…







