Advisor Edge: The GVA Way - Episode 21 скачать в хорошем качестве

Advisor Edge: The GVA Way - Episode 21

In Episode 21 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with Paul Jervey, Founder and CEO of Jervey Genesis Solutions for a discussion on launching his own independent advisory practice with GVA. Paul shares how independence allowed him to build his brand, implement robust technology, and deliver deeper tax and financial planning value to clients. Key Takeaways: Independence & Growth: Paul’s transition to GVA enabled him to build his business his way, resulting in a seven-figure advisory practice centered on efficiency, transparency, and client value. Tech-Driven Value: A comprehensive tech stack—featuring tools like Holistiplan, Orion, Salesforce, and Schwab—supports advanced tax planning, portfolio management, and scalable client service. GVA Partnership Impact: GVA’s flexibility, support, and commitment to advisor autonomy empowered Paul to create his own brand, implement new ideas, and deliver a higher level of service to his clients.