🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

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.

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 DeVoe & Company Elevate conference.

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

Here at DeVoe & Company #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!

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

The DeVoe & Company Q1 2024 RIA Deal Book™ brought to you by Capital Group 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…

DeVoe & Company panel with Homrich Berg 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

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!

At #DevoeElevate2024 the always energetic David DeVoe 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!

Kicking off the last day of #DeVoeElevate2024! 75% of firms are not measuring client acquisition costs. David DeVoe 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

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…

🎉 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

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! ✨

🥂We are excited to see our CEO & Founder David DeVoe's keynote address at Citywire RIA'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!

Our CEO & Founder David DeVoe 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 Citywire RIA article below: citywire.com/ria/news/david…

🎇 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!

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

📣 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

📣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