DeVoe & Company Webinars

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

Is Your House in Order? Taking Charge of Your Strategic Vision

May 22, 2024 - 4:00 PM Eastern | 1:00 PM Pacific
Join four RIA industry icons as they discuss how to shape the future of your RIA. They will dive into the critical topics of growth, strategic vision, and succession planning.

As advisors and former leaders of enterprise-level RIA firms, Tim Kochis, Jane Williams, Peggy Ruhlin, and Ed Moore will be sharing real life stories, helping to bring this critical topic to life.

In this interactive webinar, our thought leaders will discuss:
- Organic growth strategies - what really works?
- What comes next? Setting your strategic vision into motion
- How to develop a realistic succession plan

Presenters:
- Tim Kochis, Former CEO and Chairman, Aspiriant ($14B)
- Jane Williams, Founder, Sand Hill Global Advisors ($3.5B)
- Peggy Ruhlin, Former Chair of the Board of Directors, Budros, Ruhlin & Roe, Inc. ($3.3B)
- Ed Moore, Previous President, Edelman Financial Services ($230B+)

May 22, 2024 - 4:00 PM Eastern | 1:00 PM Pacific
Register Here

RECENT WEBINARS Available for replay

March 2024: RIA Acquisitions: Funding Solutions

Whether it’s your first or fifth transaction, acquiring a firm is no easy feat. Funding the deal is often one of the most complicated elements of buying an RIA. We can help.

Join us for this DeVoe CapitalWorks webinar to learn about the various ways to finance a transaction and how to craft a structure that is best for your particular transaction.

Who should attend?

RIA executives planning to acquire
RIA owners contemplating the sale of their firm
Founders and/or Next Gen leaders creating a succession plan

To request the password for the replay, please email: lynn.kennerly@devoe-co.com

January 2024: RIA M&A Recap & 2024 Outlook
Join David DeVoe, alongside Brad Grubb, as they discuss the current state of RIA M&A and a fresh take on what to expect for 2024.

In this webinar, the two will share insight into what is going on with the market:
- What were the key drivers of the slowdown in 2023?
- What are today’s and tomorrow’s valuations?
- Is it a good time to sell? Or better to wait?
- What should we expect in 2024?
- Live Q&A session

To request the password for the replay, please email: lynn.kennerly@devoe-co.com

December 2023: Valuation and Deal Structure in Today’s Market

Join DeVoe & Company to understand how the health of your business impacts the value.

In this session DeVoe & Company's valuation expert, Adam Levy, will provide a primer on how to value a business, including the best and worst ways to value RIAs. He also helps decode economic deal structures in today’s environment and explains their interplay with valuation.

To request the password for the replay, please email: lynn.kennerly@devoe-co.com

M&A and Your Team: Career Opportunities with a Larger Partner

Join us to explore how career opportunities are often unlocked after joining a larger partner. The speakers will provide examples and rationale for how employees can discover more extensive career paths after a sale.

Speakers from EP Wealth Advisors:

Ryan Parker, CEO
Matthew Crow, Partner & Managing Director of Wealth Advisory
Debi Murphy, Director of Partnership Integration

To request the password for the replay, please email: lynn.kennerly@devoe-co.com

Organic Growth: The Power of a Platform Partner

Gain best practices and strategies from the experience of EP Wealth Advisors, which has grown to nearly $20B over 24 years. The speakers will discuss various powerful marketing and business development strategies that can accelerate organic growth results. The conversation will offer lessons across a range of topics, including building advisor training, custodial relationships, marketing services for advisor offices, and more.

Presenters from EP Wealth Advisors:

Ryan Parker, Chief Executive Officer
Matthew Crow, Partner & Managing Director of Wealth Advisory
Jim Mocci, Managing Director of Marketing

To request the password for the replay, please email: lynn.kennerly@devoe-co.com

Finding Your Optimal M&A Partner

Join us for a webinar with EP Wealth Advisors' Brian Parker and Jon Moore and DeVoe & Company's Doug Johnson. They will discuss how to assess and find an optimal M&A partner. You'll also learn how EP Wealth Advisors think about partnerships and what is unique about working with them from the perspective of an acquired advisor.

Speakers:

Brian Parker, Co-Founder and Managing Director, EP Wealth Advisors
Jon Moore, Regional Director | Managing Director, EP Wealth Advisors
Doug Johnson, Managing Director, DeVoe & Company

To request the password for the replay, please email: lynn.kennerly@devoe-co.com

Accelerating Your Firm's Organic Growth

Sustainable growth is not driven by charisma, luck, or the personal heroics of the founders. Sustainable organic growth comes as the result of an intelligently designed integrated plan and the ongoing coaching of advisors. The DeVoe Accelerator program is an accelerated path to put this in place.

Speakers:
David DeVoe, Founder and CEO, DeVoe & Company
Stacia Hatfield, Managing Director, DeVoe & Company

To request the password for the replay, please email: lynn.kennerly@devoe-co.com

Growing Client Referrals Without the Awkward Ask
Hear Invesco’s Brett Van Bortel present a research-proven methodology for the optimal language to use to generate client referrals without the awkward ask. His presentation unveils techniques that translate into incremental introductions. Learn new ways to get, keep and grow your client base.

Presenters:

Brett Van Bortel, Director of Consulting Services, Invesco Global Consulting
Stacia Hatfield, Managing Director, DeVoe & Company

To request the password for the replay, please email: lynn.kennerly@devoe-co.com

April 2023: Selling Your RIA: Preparing for the Transaction and Beyond

RIA firms have more options than ever before when it comes for planning for the future of their firm. Determining the right path for you and your team will most likely be the biggest decision of your professional life.

Our thought leaders will be discussing the intricate elements involved in a successful transaction. Get an insider’s view into what to expect at all stages of the M&A journey from the perspective of both a seller and a buyer.

Presenters:
-Tina M. Hohman, Executive Vice President, Practice Leader, Wealth Management, Alera Group
-BJ Joe Webster, Managing Partner, Co-Founder, Wharton Business Group
-Doug Johnson, Managing Director, DeVoe & Company
-David DeVoe, CEO & Founder, DeVoe & Company

To request the password for the replay, please email: lynn.kennerly@devoe-co.com

March 2023: The Emotional Journey of RIA M&A

RIA owners sell their company for many reasons – to solve for succession, gain resources of a larger partner, add capabilities for clients, and more.

When you embark on the journey to sell, you’ll expect to engage with valuation, deal structure, and other quantifiable components. Yet, you’ll encounter another critical factor: the emotional side of selling. As you will soon learn, the emotional side of selling is as important as the quantitative side.

Join to hear DeVoe & Company's David DeVoe and Allworth Financial's Pat McClain discuss the emotional barriers of selling your RIA and how those fears and aspirations can either be your biggest downfall or guiding light.

To request the password for the replay, please email: lynn.kennerly@devoe-co.com

February 2023: Accelerating Your Firm's Organic Growth: The DeVoe Growth Accelerator

Did you know? For every 1% increase in growth rate, an RIA’s value increases 7%.

Sustainable growth is not driven by charisma, luck, or the personal heroics of the founders. Sustainable organic growth comes as the result of an intelligently designed integrated plan and the ongoing coaching of advisors. Our program is an accelerated path to put this in place.

Join us to hear David DeVoe and Stacia Hatfield discuss our industry's unique challenges and an overview of the DeVoe Growth Accelerator Program.

To request the password for the replay, please email: lynn.kennerly@devoe-co.com

February 2023: The Mechanics of Internal Succession: One Size Does Not Fit All

Join three RIA industry icons as they discuss the critical topic of succession planning. As advisors and former leaders of enterprise-level RIA firms, Tim Kochis, Peggy Ruhlin, and Jane Williams will be sharing real life stories, helping to bring this critical topic to life.

In this interactive webinar, our thought leaders will discuss the key differences between ownership and management, the technical elements needed to fully execute a plan, the various funding options, and applicable timelines.

To request the password for the replay, please email: lynn.kennerly@devoe-co.com

February 2023: How a Valuation Can Unlock the Power of Your RIA

Join us to hear how a DeVoe Valuation can unlock power for your RIA. A valuation is a health checkup for your business and a planning tool for the years ahead.

You'll be able to:

Forecast your future growth sources - and provide a sober assessment of where you struggle with growth
Refine your hiring plan, including calibrating to future client/advisor ratios
Project costs based on the changing needs of your growing business
Compare your firm to your peers – a key step in running a better business.

To request the password for the replay, please email: lynn.kennerly@devoe-co.com

January 2023: Partnering for Scale: Beyond Wealth Management

RIAs that offer more services, such as business insurance and employee benefits, are more successful at attracting and retaining clients that own or manage businesses. Offering more services, particularly to business owner clients, is compelling but can be challenging to piece together. Working with a partner that has these capabilities in-house creates a better solution.

Presenters:
-Tina M. Hohman, Executive Vice President, Practice Leader, Wealth Management, Alera groups
-Doug Johnson, Managing Director, DeVoe & Company

To request the password for the replay, please email: lynn.kennerly@devoe-co.com

January 2023: Building the Foundation for Your Internal Succession Plan

Join three RIA industry icons as they discuss the critical topic of succession planning. As advisors and former leaders of enterprise-level RIA firms, Tim Kochis, Peggy Ruhlin, and Jane Williams have witnessed and executed many different versions of succession during their tenure in the industry.

Join us to learn how to “plan for the plan” and share best practices for ensuring a successful transition of your firm’s most valuable assets – your clients.

To request the password for the replay, please email: lynn.kennerly@devoe-co.com

December 2022: RIA M&A Recap & 2023 Outlook

Join David DeVoe, alongside Brad Grubb, as they discuss the current state of RIA M&A and a fresh take on what to expect for 2023.

The two will share insight into what is going on with the market:

Is transaction volume finally starting to slow?
What do we expect for the remainder of the year?
Will 2023 follow a different path?

To request the password for the replay, please email: lynn.kennerly@devoe-co.com

October 2022: Creating Long-Term Organic Growth: The DeVoe GrowthBuilder & Accelerator
Most advisors are barely growing organically and possibly getting worse at it. Plummeting from 9% just a few years ago, the average RIA’s growth rate is just 3%, after market performance and acquisitions are removed.[1]

The DeVoe GrowthBuilder and GrowthDiagnostic will help you assess your company’s strengths and weaknesses in the following critical categories: firm positioning, prospecting, assessing, closing and client retention.

Click here to learn more about the DeVoe GrowthBuilder.

To request the password, please email: lynn.kennerly@devoe-co.com

August 2022: Financing Your Successful Internal Succession Plan
Developing your succession plan, including how to finance it, can be a long and difficult process. It is empowering to know what financing options are available when determining the best path forward for you and your team.

Join us for this DeVoe CapitalWorks webinar to learn more about the myriad of ways RIAs have developed and executed the funding of their ideal internal succession plan.

Brad Grubb, Managing Director, DeVoe & Company
Alicia Chandler, President, Oak Street Funding

To request the password, please email: lynn.kennerly@devoe-co.com

June 2022: Searching for Growth: Beyond Referrals

Client referrals need not be an RIA’s primary or only source of new business. A panel of experts discusses other channels and sources that RIA firms can use to attract and retain new business. Speakers:

Joe Anthony, President, Gregory FCA
Diana Cabrices, VP, Enterprise Development, Snappy Kraken
Jason Early, President, BizEquity

To request the password, please email: lynn.kennerly@devoe-co.com

The Search for Growth: RIA Icons Share Their Secrets

Three former CEOs of some of the most admired RIAs in the industry provide a roadmap for developing a foundation for growth.

Hear from DeVoe Special Advisors:

Tim Kochis, former CEO and Chairman, Aspiriant ($15B today); Co-Founder, Kochis Fitz
Peggy Ruhlin, Chair of the Board of Directors, Budros, Ruhlin & Roe, Inc. ($3.5B)
Jane Williams, Chairman and Founder, Sand Hill Global Advisors ($3.5B)

To request the password, please email: lynn.kennerly@devoe-co.com

The Path to Securing Capital
Join us for this DeVoe CapitalWorks webinar with guest Dynasty Financial Partners, to learn about
specific solutions that many RIAs have found successful to solve their capital needs.