GVA advisors may now send risk questionnaires directly to their clients from within their Salesforce account. This new technology allows the advisor to gather important risk information through an online questionnaire taken by the client. Once the client completes their risk questionnaire, a record is created in Salesforce, and the appropriate risk score populates on … Continue reading GVA Launches a Proprietary Salesforce Risk Questionnaire
News & Events
News & Events
Great Valley Advisor Group announces partnership with Cipperman Compliance Services Great Valley Advisor Group, headquartered in Wilmington, DE is proud to announce that after a rigorous due diligence process we have selected Cipperman Compliance Services (CCS), located in Wayne, PA to provide compliance support to the firm. CCS is a nationally recognized industry leader that … Continue reading GVA Partners with Cipperman Compliance Services
Join us October 24 – 26, 2018 at the The Hyatt – Bellevue in Philadelphia for our annual compliance conference.
Please join us as we attend The Kyle Ambrogi Beef and Beer, which will be held on March 24, 2018 from 7:00PM to 11:00PM at the Great American Pub in Conshohocken, PA. Tickets may be purchased online, or at the door. We hope to see you there! 10th Annual Beef & Beer
AdvisorBOB©, Advisor Book of Business, is now available to the advisors of Great Valley Advisor Group as their compensation solution …. This tool is a one-stop-shop solution that can handle any size firm, large or small, as it relates to correctly paying your advisors securely. Functionality includes split rep compensation, manager overrides, admin fees, calculating … Continue reading AdvisorBOB© is live!