Great Valley Advisor Group

Good times in Minnesota? You betcha!    Our Chief Market Strategist, Eric Parnell, CFA traveled to The North Star State to visit with our teams in the greater Minneapolis area. Eric shared recent updates and holdings from the Great Valley Advisor Group Asset Management Team and discussed plans for 2025. While there, he met with the following firms: - Clear Wealth Planning Solutions - DSB Rock Island Wealth Management - Jupiter Wealth Planning - Pursuit Wealth Management - Sentient Wealth Group - Two Rivers Wealth Management We would like to express our gratitude to each of the above teams for their time and hospitality! We always appreciate getting to spend time in person. As we make our way into 2025 we look forward to continuing our work together and further strengthening the GVA Family & relationships! 🚀   Pictured here at Northern Taphouse are (left to right): Jason McConnaughay, CFP®, Denise Barry, Katie Ristvedt, ChFC®, Tim Weigel CFP®, RICP®, ChFC®, CLU®, Eric Parnell, Chuck Block, CHFC, CLU, and Brian Samec.

Recently, the GVA Marketing Team hosted a GVA ALPINE advisor conference call featuring Lisa Graham, Co-Founder and CEO of Graham Media Partners, to highlight the importance of investing in a marketing strategy to drive growth within advisory practices. This critical role of marketing is underscored by the latest findings from the Broadridge Financial Services annual financial advisor marketing survey. Key takeaways from this year's survey include: 🤝 Advisors are struggling with marketing due to a lack of time and expertise, but many are succeeding with personalized content and next-gen technology. 📑 Only 20% of advisors have a defined marketing strategy, the lowest in 5 years, yet those with one are 80% more confident in meeting their goals. 🔼 70% of advisors with a defined marketing strategy saw an increase in inbound requests, compared to just 44% without a strategy. 📢 Advisors who communicate frequently and personalize content are more confident in reaching their goals, with 40% using generative AI to create tailored content. Read the full article here - https://lnkd.in/ewsmAC8n

Great Valley Advisor Group is excited to present the latest episode of our video series featuring our Chief Market Strategist, Eric Parnell, CFA. The S&P 500 was still trading below 4800, emerging from a strong 2023, and while a good year ahead was anticipated, the idea of the benchmark index cresting 6000 to close out 2024 seemed a long shot at best. But as we move through the final three weeks of December, the S&P 500 managed to notch its first 6000 reading more than a month ago now and has 6100, if not 6200, in its sight by the time the ball drops in Times Square. With such a steadily robust performance throughout 2024, what could go wrong as we enter 2025? Check out the full episode here - https://lnkd.in/eqCfujHy

It has been a phenomenal year for the U.S. stock market in 2024. The S&P 500 was still trading below 4800, emerging from a strong 2023, and while a good year ahead was anticipated, the idea of the benchmark index cresting 6000 to close out 2024 seemed a long shot at best. But as we move through the final three weeks of December, the S&P 500 managed to notch its first 6000 reading more than a month ago now and has 6100, if not 6200, in its sight by the time the ball drops in Times Square. With such a steadily robust performance throughout 2024, what could possibly go wrong as we enter 2025? Eric Parnell, CFA, Chief Market Strategist for Great Valley Advisor Group explores the possibilities in the new year in this week's Economic and Market Report. Read the full report here - https://lnkd.in/ewpeYfWQ

🎉✨ We're incredibly grateful after a fantastic holiday party with the amazing Great Valley Advisor Group family! ✨🎉 Last night was about celebrating our hard work and the milestones we've achieved together this year and over the past 10 years as GVA. Seeing clients, advisors, employees, families, and friends travel near and far to come together, celebrate, laugh, and enjoy an incredible spread from Kooma in King of Prussia was heartwarming. A huge thank you to everyone who helped organize the event. As we look forward to the new year, we couldn't be more excited about the opportunities and everything we’ll accomplish together. Wishing everyone a joyful holiday season and a prosperous new year! 🎄🥳

Congratulations to our friends at Graham Media Partners on their recognition at the ThinkAdvisor Luminaries Awards! This honor is incredibly well deserved; it's great to see all the hard work and creativity paying off! 🍾

Great Valley Advisor Group Marketing works closely with ANRO Inc. to select gifts for our Advisor Network and suggest thoughtful gifts for our advisors to present to their clients.    A few things we recommend:  🙋 Personalize it – this can be challenging with high-volume orders, but adding a handwritten note is a nice touch 🎁 Simple but Significant – it doesn’t have to be something extraordinary; it could be a practical everyday item that gets used often 💰 Make it Count – If you are going to spend the time and money to create an item, be sure to get something that is durable and that clients will want to use over & over   Read the full blog post here: https://lnkd.in/eANDDXVe, and check out some fun gift ideas below! GVA Advisors, if you are interested in placing an order, we invite you to contact Kathy Donohoe at ANRO. If you have initial questions, please email marketing@greatvalleyadvisors.com.

Great Valley Advisor Group Marketing works closely with ANRO Inc. to select gifts for our Advisor Network and suggest thoughtful gifts for our advisors to present to their clients.    A few things we recommend:  🙋 Personalize it – this can be challenging with high-volume orders, but adding a handwritten note is a nice touch 🎁 Simple but Significant – it doesn’t have to be something extraordinary; it could be a practical everyday item that gets used often 💰 Make it Count – If you are going to spend the time and money to create an item, be sure to get something that is durable and that clients will want to use over & over   Read the full blog post here: https://lnkd.in/eANDDXVe, and check out some fun gift ideas below! GVA Advisors, if you are interested in placing an order, we invite you to contact Kathy Donohoe at ANRO. If you have initial questions, please email marketing@greatvalleyadvisors.com.

In Episode 10 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Jason Kell, AIF®, Director of GVA Retirement Partners and David Hopkins, CFP®, AIF®, RICP®, CEPA®, Managing Partner at North Point Advisor Group at our annual VAST conference in Napa, CA. James, Jason and David discuss how GVA Retirement Partners benefits advisors and their practices. Here are a few key highlights from this episode: - Seamless integration to advisor practices and clients - Boosting operational effectiveness for better retirement planning outcomes for clients - How Jason is leveraging technology to optimize both the servicing of retirement plans and the prospecting efforts of advisors Check out the short clip below, and we encourage you to subscribe and listen to the full episode here - https://lnkd.in/eQ9MPrnJ

Mergers and acquisitions (M&A) in the wealth management industry have become increasingly common as firms look to scale, streamline operations, and offer more comprehensive solutions to clients. For financial advisors considering an M&A transaction, the process can be complex, requiring a strategic approach to ensure a successful outcome for all parties involved—especially their clients.