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Growth

Build Growth That Lasts

Growth is critical to the success of an RIA. Growth demonstrates a strong company with happy clients, yields expanding career paths for employees, and is the most valuable health barometer for any firm.

Study Group Growth

DeVoe Growth Accelerator Program

Designed for leaders who value shared perspective, the Growth Accelerator brings RIAs together in a six-month, peer-based program to work through growth challenges with guidance from DeVoe growth experts.
This evidence-driven program is designed to provide the tools, strategies, and perspective to gain a competitive advantage.

A Comprehensive Approach

This evidence-driven program is designed to provide the tools, strategies, and perspective to gain a competitive advantage.

In six sessions we'll cover:

01
Foundations of Growth
04
Client & COI Referrals
02
Fee Structure & Segmentation
05
Lead Generation & Marketing
03
Client Profile & Value Proposition
06
Motivation & Behavior Change

Meet the growth expert

John Mittnacht

Special Advisor, DeVoe & Company
John brings 20+ years of experience helping advisors drive growth. As former CMO of Focus Financial ($350B+), he led firmwide initiatives and authored two books on organic growth. Now at DeVoe & Company, he pairs strategic insight with hands-on expertise to help RIAs achieve measurable results.
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Custom Growth

DeVoe GrowthBuilder™

The industry’s first comprehensive, multi-faceted approach to helping RIAs grow.

The DeVoe GrowthBuilder™ is an intelligently designed growth consulting program that incorporates strategic thinking, technology, tools, frameworks, and coaching to deliver results.
Components include:
Assessing
Assessing your firm’s performance across the five stages of the Growth Lifecycle based on a 45-point questionnaire. Get started with a complimentary DeVoe GrowthDiagnostic™.
Take the Diagnostic
Meeting
Meeting with your leadership team to understand the goals, strengths, weaknesses, and opportunities.
Crafting
Crafting a customized growth plan based on your firm’s situation.
Delivering
Delivering ongoing coaching to the advisors/relationship managers to work on and improve performance in each area.
Reviewing and recalibrating
Reviewing and recalibrating. Together, we will build a growth machine.

How we work

Five Stages of the Growth Lifecycle

The process is methodical and disciplined, focused on changing behavior and achieving lasting results across the five stages of the growth lifecycle.

Activate Your Growth Plan.

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SPECIALIZED SOLUTIONS FOR RIAS

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Consulting

Firms often face pivotal decisions that shape their future. We provide the experience, insight, and proven process to guide your firm toward lasting value.

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M&A Advisory

Many firms underestimate the complexity of M&A. Our approach is deliberate and strategic, focused on finding the right partner for your business, your people, and your legacy.

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Valuation

Understanding your firm’s value is the first step toward unlocking its full potential. We turn knowledge into power that drives real, lasting value.

Proven Success

Hear From the Leaders We've Advised

“DeVoe & Company has the team, approach, and broadest set of capabilities. They are our long-term thought partner.”
“DeVoe & Company helped educate us on the nuances of understanding and negotiating a transaction where everyone wins. We couldn’t have done it without them.”
“This Growth Accelerator is great not only for tactical strategy, but also for providing insights into the growth mindset required to execute it.”

Connect with Us

We're the Experts
— Guiding You to Success

We help advisors build better businesses. With perspective from leaders who’ve sat in your shoes, our team moves your firm toward the future you want.

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