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 Webinars: 

Coming soon:

*Previous Webinars:                                                                        

(to request the password for any of the replays, please email: and we will send the password ASAP)

Fireside Chat with David Barton

Mosaic and Private Ocean Transaction Webinar

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



David DeVoe speaks to Julie Parise at MarketCounsel Summit 2018