Advisor Edge: The GVA Way - Episode 17 скачать в хорошем качестве

Advisor Edge: The GVA Way - Episode 17

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 space. With decades of industry experience, Todd shares practical insights into what it takes to build a sustainable, future-ready practice—and the strategic leadership that drives long-term success. 🔑 Key Takeaways: The essential components of building a resilient, growth-oriented firm Why scale matters more than ever—and how to achieve it The critical role of leadership in creating lasting business stability Whether you're growing your practice or refining your leadership strategy, this episode offers a real-world perspective you won’t want to miss.