In Episode 9 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts EVP of LPL Capital Partners, Jeremy Holly to discuss M&A strategies and best practices. LPL Capital Partners provides solutions designed to support advisors at every stage of their lifecycle, helping them grow and safeguard their business.

During this episode, James and Jeremy provide practice M&A insights and advice, including:

1. How advisors can best take advantage of the capital solutions LPL offers
2. Key drivers and metrics of determining valuation
3. How LPL gets involved in the financing process during M&A transactions
4. Importance of the LOI process

James and Jeremy recorded this episode during our biennial VAST Summit, which took place in beautiful Napa, CA.

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 strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Visit Our Website Copyright © 2024 Great Valley Advisor Group. All rights reserved.

We’re proud to present Episode 8 of our podcast, Advisor Edge: The GVA Way. This episode features David Raymond a Financial Advisor at Doylestown Wealth Management, discussing the importance of succession planning.

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 strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Visit Our Website Copyright © 2024 Great Valley Advisor Group. All rights reserved.

In Episode 7 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC®, AIF® hosts Chief Executive Officer Colton Pence and Manager of Advisor Compensation Alexandra Mayeaux from AdvisorBOB. AdvisorBOB is an all-encompassing financial advisor compensation software for RIA back office staff and advisors. It provides customizable and individualized compensation calculations as well as advanced reporting capabilities. Numerous registered investment advisories of all sizes – from startups to Forbes top 100 – use AdvisorBOB to calculate advisors’ compensation, send payouts, and manage their business.

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 strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Visit Our Website Copyright © 2024 Great Valley Advisor Group. All rights reserved.