business
Hosted by James Spinelli, ChFC · business · EN
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 LP
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Contact path
Verified email
Booking probability
31%
Guest openness
Selective
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Signup to Generate a PitchWelcome 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.
Advisor Edge: The GVA Way is hosted by James Spinelli, ChFC. The show has published 29 episodes to date.
Recent episodes include "Making the Hybrid to RIA Only Move" (13 October 2026, 19 minutes), "Interns: What We Learned, Surprises, and Perspective" (18 August 2026, 18 minutes), and "Thriving As An Independent Firm" (10 July 2026, 21 minutes).
Advisor Edge: The GVA Way publishes roughly monthly, with episodes averaging 19 minutes across 29 episodes.
Booking probability for Advisor Edge: The GVA Way is 31%, and the host is rated Selective on guests. Advisor Edge: The GVA Way requires a Pod Score of 80 or higher. Advisor Edge: The GVA Way's contact route on record: verified email.
The strongest fits for Advisor Edge: The GVA Way are Investment Banking & Trading and Insurance Agencies & Brokers. Advisor Edge: The GVA Way has a business audience.
James Spinelli, ChFC hosts Advisor Edge: The GVA Way, a business podcast with 29 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #29
In 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 McGoodwin Sr. Regional Vice President...
In 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 surprised them, and how their perspective on the...
Episode #27
In 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® - https://pursuit-wealth.com/#team , Michael Englund, CLU...
Episode #27
<p>In 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® - https://pursuit-wealth.com/#team, Michael Englund, CLU...
Episode #26
<p>In 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 Financial Wellness Done Right has become a...
Episode #25
<p>In 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 driving advisor growth. </p><p>Key...
Episode #24
<p>In 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 military service to building an...
Episode #23
<p>In 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 Advisor Group’s enterprise-level...
Episode #22
<p>In 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 efficiency through artificial...
Episode #21
<p>In 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 discussion on launching his own independent...
Episode #20
<p>🎙️ Episode 20 of Advisor Edge: The GVA Way is live!</p><p>James J. Spinelli, ChFC® [@tag], sits down with Eric Hough, the newest member of the Great Valley Advisor Group Asset Management team.</p><p>Eric brings a...
Episode #19
<p>In 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 for a discussion on building her brand...
Episode #18
<p>In 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 focusing on the benefits of a DBA...
Episode #17
<p>In this episode, James J. Spinelli, ChFC®, welcomes Todd Cipperman, General Counsel at Great Valley Advisor Group, for a powerful conversation around Scale, Stability, and Support in the financial advisory...
Episode #16
<p>In 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 the journey to independence and...
Episode #15
<p>n 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 thoughtful conversation on financial...
Episode #14
<p>In 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 in a culture of exceptional client...
Episode #13
<p>In 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 on becoming and independent advisor and...
Episode #12
<p>In 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 GVA has streamlined their 3 distinct...
Episode #11
<p>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...
Recent guests on Advisor Edge: The GVA Way. Study who booked and why before you pitch.
Executive Vice President, TPRM Customer Solutions, Peak Fitness & Sports Training
Manager, Advisor Technology, Counterweight Private Wealth
Licensed Paramedical Aesthetician, Hannah Ellis Skincare
New York Times bestselling author and historical fiction novelist, Heavy Metal Therapy
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