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.
Featured webinar replay:
Getting Creative with Lending and Capital – Experts Discuss the Options
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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.