DeVoe & Company Webinars and Podcasts

Gain actionable information about how to better manage your firm, execute your succession / M&A strategy, or optimize the value of your firm.  Listen as our team, your peers and industry experts share their experience and expertise in these action-packed webinars.


UPCOMING Webinar: 

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*Previous Webinars:                                                                        

(to request the password for any of the replays, please email: lynn.kennerly@devoe-co.com and we will send the password ASAP)

David DeVoe Presents on Franklin Templeton Webinar:   Keys to Successful Succession Planning for RIAs

David DeVoe Presents on Franklin Templeton Webinar: Keys to Successful Succession Planning for RIAs

Mosaic and Private Ocean Transaction Webinar

Fireside Chat with David Barton

2018 Nuveen / DeVoe Deal Book™ Webinar

Fireside Chat with Mark Tibergien Webinar Replay

Q2 DeVoe RIA Deal Book™ Webinar Replay

SuccessionWorks™: Blue Water Advisors / Colony Group Merger

SuccessionWorks™: Fireside Chat with David DeVoe and Tim Kochis on the Elements of a Succession Plan

Value Your Firm Today, Improve Its Value Tomorrow

Maximizing Valuation: How to Increase the Value of Your RIA

RIA Webinar: $1.6B Merger Success Story

 

PODCASTS

6 . 7 . 19  |   Fueling Deals: DeVoe M&A+ Successon Summit: Recap Day One
This episode of Fueling Deals with Core Kupfer provides highlights and takeaways from day one of the DeVoe M&A+ Succession Summit, including sessions with Ed Swenson from Dynasty Financial Partners, Rudy Adolf of Focus Financial Partners, Mark Tibergien of BNY Mellon Pershing, and David DeVoe.

6 . 7 . 19  |   Fueling Deals: DeVoe M&A+ Successon Summit: Recap Day Two
This episode of Fueling Deals with Core Kupfer provides highlights and takeaways from day one of the DeVoe M&A+ Succession Summit, including sessions with Dave Barton of Mercer Advisors, Elliot Weissbluth of HighTower, Matt Cooper of Beacon Pointe, Marty Bicknell of Mariner Wealth Advisors, and more.

6 . 6 . 19  |   Allworth Partner Podcast: State of the Industry - Goldman Sachs Acquires United Capital
David DeVoe talks with Scott Hanson, CEO Allworth Partners about what the Goldman acquisition means to the average advisor along with other trends with RIA M&A.

10 . 26 . 18  |   Advisor2Advisor Podcast: David DeVoe, Managing Director, DeVoe and Co.
David DeVoe has a great discussion about the industry and M&A trends with Scott Hanson and Pat McClain on Hanson McClain's Advisor2Advisor podcast.

10 . 23 . 18  |   Panel Debate: Is Private Equity Ownership Good for Advisors?
David DeVoe joins Dave Barton, Lou Camacho and David Hefty to discuss financial advising, private equity, and M&A to give you the shortlist on what you need to know regarding private equity firms’ presence in the industry. Hosted by David Armstrong at WealthManagement.com

5. 15 . 18  |   The Financial Mechanics Of Buying Into An Advisory Firm And RIA Valuation Trends with David DeVoe
In this episode of Michael Kitces’s Financial Advisor Success Podcast, David DeVoe and Michael talk in depth about current trends in the valuation of advisory firms.


OTHER VIDEOS

David DeVoe interviewed from Tiburon CEO Summit April 2018

David DeVoe speaks to Julie Parise at MarketCounsel Summit 2018