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 building a thriving RIA.
Here are four key takeaways from their discussion:
- ✅ The Leap to Independence: Charlie shares what drove him to take the leap — a desire for more control, flexibility, and the ability to build something that aligned with his long-term vision.
- 📊 Infrastructure That Empowers: From marketing and tech to operational and compliance support, having the right systems in place was essential to making independence achievable — and sustainable.
- 📈 Support that Matters: From marketing and tech to operational and compliance infrastructure, having access to the right support systems was critical to making independence possible — and sustainable.
- 🤝 The Power of Community: Surrounding yourself with a network of like-minded advisors creates space for collaboration, learning, and shared success.
