DeVoe & Company

📣Cerity Partners' executives will be keynote speakers at #DeVoeMASummit24. In this fireside chat, they will share Cerity Partners' inspiring journey of ✨ extraordinary growth ✨ to become one of the nation’s leading independent wealth management firms. devoeandcompany.com/ma-summit

📣 Don’t miss the premier M&A event for RIAs, the DeVoe M&A+ Succession Summit! 💡Navigating M&A in a Private Equity-Driven Environment 💡Lessons from Seasoned Acquirers for Prospective Sellers 💡The Basics of Minority Investors Early bird ends July 15: devoeandcompany.com/ma-summit

🎉We are thrilled to share that DeVoe & Company has been named a finalist in the Industry Research Provider category for the 2024 @wealth_mgmt Industry Awards! The Heart of the Deal report was created in partnership with @AllworthRetire. Congrats! devoeandcompany.com/heart-of-the-d…

🎇 We are thrilled to announce that both Aryeh Malitzky and Matthew Tancredi have received perfect Net Promoter Scores on a recent client engagement! Please join us in congratulating these ✨stellar✨ team members! Well done Aryeh and Matt!

Our CEO & Founder @DavidDeVoe1 shared a dynamic presentation on the impact of M&A on the RIA industry, including how private equity's participation in our space has challenged founders' internal succession plans. Read the @CitywireRIA article below: citywire.com/ria/news/david…

🥂We are excited to see our CEO & Founder @DavidDeVoe1's keynote address at @CitywireRIA's Napa Valley CIO Summit today! Thank you to Citywire for the opportunity to address the nation's top RIA CIOs. We'll see you soon!

That’s a wrap! Thank you to everybody who made #DeVoeElevate2024 a huge success last week! Our fantastic partners, speakers, and attendees are what made the seventh annual human capital and organic growth event shine! ✨

🎉 Congratulations to Mark Wilcox and Ian Kravitz for receiving perfect scores on their most recent client engagement. Net Promoter Score is a critical metric for gaging client satisfaction. We strive to exceed the expectations of our clients. Well done! devoeandcompany.com/team

Masters Webinar Alert: Take Charge of Your Strategic Goals Join four RIA industry icons as they engage in a dynamic discussion on shaping the future of your RIA. They will dive into the critical topics of strategic goals and organic growth. Register: us06web.zoom.us/webinar/regist…

Kicking off the last day of #DeVoeElevate2024! 75% of firms are not measuring client acquisition costs. @DavidDeVoe1 shares the importance of tracking growth metrics. ✨Grow smartly. Apply to be a part of the next Growth Accelerator starting in June. devoeandcompany.com/growthbuilder

At #DevoeElevate2024 the always energetic @DavidDeVoe1 drills in on why firms have to commit to a long term view of growing again - organic growth is the focal point all day here

Yesterday at #DeVoeElevate2024, FFP CEO Jon Dauphiné presented our latest research, “The Case for Pro Bono Financial Planning.” Many thanks to @DeVoe for the opportunity to shine a spotlight on the benefits of #probono and connect with industry leaders!

Day two at #DeVoeElevate2024 is full of insights, networking, and fun! We hope you're enjoying our incredible speakers thus far. More great things to come!

@DeVoeCo panel with @HomrichBerg touches on how you grow from practice to business to enterprise- “legacy of leading with organic growth” —> HB has organic growth in double digits ex-market returns. Focus on client loyalty is basis for high end client referrals

The DeVoe & Company Q1 2024 RIA Deal Book™ brought to you by @CapitalGroup is available now. 2024 started the year with a slight uptick in Q1 M&A activity over the previous year. Dive into these trends and more. Download the report now: devoeandcompany.com/s/DeVoe-Deal-B…

Great insight and leadership at the @DeVoeCo Elevate 2024 Conference. Surprise, not just M&A and Succession Planning being discussed but the Human Capital side of the RIA Industry. #DeVoeElevate2024

Here at @DeVoeCo #DevoeElevate2024 - the volume of audience questions about incentive compensation tells you all you need to know about what a hot button it is for most firms in the room. Doug handled about 12 and there could have been more!

Here we go!! #DeVoeElevate2024 is off and running! We can’t wait to share all of these great presentations and sessions with you all!

Going to #DeVoeElevate2024? Attend our experts' sessions and panels, all about setting advisors up to grow fearlessly and creating a culture to attract talent. We hope to see you at the @DeVoeCo Elevate conference.

The team has arrived in sunny Scottsdale for #DeVoeElevate2024! The resort is beautiful and ready for our attendees! ☀️ We can’t wait to see everyone tomorrow morning for the second annual Women in Wealth Brunch at 10:30 AM followed by the main event kick off at 1:00 PM.