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.
RECENT WEBINARS Available for replay
Supercharging ria growth: from conventional Practice to Competitive Advantage
December 2024
Join RIA growth experts David DeVoe and John Mittnacht for part two of our Supercharging Growth webinar series where they explore the essential shifts in strategy and behavior that sets top-performing firms apart from the rest.
With organic growth rates dropping from 9% in 2017 to less than 3% today, RIAs must go beyond the status quo. This webinar will provide actionable insights and practical tools to help you build a sustainable competitive advantage in an ever-evolving marketplace.
We provide valuable insights across four key areas, each explored in greater depth through the Growth Accelerator program.
Client and COI referrals
Digital marketing, social media and PR
Motivating and incentivizing teams
Developing skills and supporting behavior change
To request the password for the replay, please email:
Supercharging ria growth: from conventional to cutting edge
November 2024
RIA organic growth has dropped from 9% in 2017 to 3% today. Now is the time for your firm to re-engage in driving growth. Join RIA growth experts David DeVoe and John Mittnacht, as they discuss how to move beyond conventional tactics, and create a comprehensive and integrated growth strategy. Appropriate for firms of all sizes and stages, attending will put you on the road for creating sustained growth for your RIA.
In this insight-packed session, our thought leaders dive into:
The Evolution from Conventional to Advanced Growth Tactics - Uncover how elite firms progress from standard methods to advanced strategies like behavioral segmentation and value-driven fee structures.
What the Top 20% Are Doing Differently - Learn how to push beyond common approaches and take your firm to the next level by focusing on that critical final effort that defines industry leaders.
To request the password for the replay, please email:
MASTERING RIA SUCCESSION: STRATEGIES FOR A SEAMLESS TRANSITION
October 2024
Four RIA industry icons, Tim Kochis, Jane Williams, Peggy Ruhlin, and Ed Moore come together to discuss strategies for shaping the future of your RIA. As former leaders of successful RIA firms, they'll dive deep into critical topics such as strategic planning and succession planning, sharing firsthand anecdotes and transforming insights into actionable strategies you can implement in your firm.
In this interactive webinar, our thought leaders discuss:
Succession Planning - Learn key elements of a comprehensive plan, explore critical traits of successful strategies, and weigh the pros and cons of internal vs. external succession.
Next-Gen Leadership - Discover the role of next-gen leaders in succession planning and how to assess the viability of your future talent.
M&A Landscape - Gain insights into the current M&A market and explore the strategic options available to you as an RIA owner.
To request the password for the replay, please email:
Take Charge of Your Strategic GOALS
May 2024
Join four RIA industry icons as they discuss how to shape the future of your RIA. They will dive into the critical topics of strategic goals and organic growth.
As advisors and former leaders of 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:
Strategic goals - How to establish a strategic plan for the future of your firm
Organic growth strategies - How to grow new client assets
To request the password for the replay, please email:
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.
Click on the video play button to the right and enter the password.
To request the password, please email:
lynn.kennerly@devoe-co.com
RIA Talent Management
Covid’s Impact and the Road Ahead
David DeVoe, CEO and Founder, DeVoe & Company, will share research findings and introduce best practices to manage today’s challenges and leverage the unique opportunities of these times.
Click on the video play button to the right and enter the password.
To request the password, please email:
lynn.kennerly@devoe-co.com
NextGen Ownership:
The Affordability of Phased Succession
Speakers:
Dustin Mangone, Managing Partner, PPCLoan
Brad Grubb, Managing Director, DeVoe & Company
Click on the video play button to the right and enter the password.
To request the password, please email:
lynn.kennerly@devoe-co.com
Three Iconic RIA CEOs Discuss
the Path to Professional Management
Speakers: Tim Kochis, Peggy Ruhlin, and Jane Williams - Special Advisors, DeVoe & Company
Click on the video play button to the right and enter the password.
To request the password, please email:
lynn.kennerly@devoe-co.com
DeVoe CapitalWorks: Economic Aid Act
Brad Grubb and Mike McGinley review the opportunities and potential advantages with SBA Loans after recent legislative changes.
Click on the video play button to the right and enter the password.
To request the password, please email:
lynn.kennerly@devoe-co.com
RIA Industry Trends for 2021
David DeVoe shares 7 trends for RIAs to watch in 2021.
Click on the video play button to the right and enter the password.
To request the password, please email:
lynn.kennerly@devoe-co.com
2020 Webinars
(to request the password for any of the replays, please email: lynn.kennerly@devoe-co.com and we will send the password ASAP)
2020 was the year of the pandemic. DeVoe & Company hosted numerous webinars to support RIAs seeking guidance in times of crisis — and opportunity.
Many valuable insights are found within these select recordings. We invite you to take a listen.
*Previous Webinars
(to request the password for any of the replays, please email: lynn.kennerly@devoe-co.com and we will send the password ASAP)
A Decade of Deals: David DeVoe with Succession Resource Group
Good to Great: Your Roadmap to Success
Tim Kochis discusses strategic business planning.
Getting Creative with Lending and Capital