Managing Your Practice

Future Proofing your Practice: How to Prepare for Succession and Transactions in a Period of Growth


Listen Later

David DeVoe, founder of DeVoe & Co., appropriately nicknamed the "RIA M&A Guru," has spent 15 years helping advisors buy, sell, and merge their firms. With so much to consider in a deal, how are advisors avoiding analysis paralysis when preparing for a transition? Hear from the expert on why you should get purposeful and have a succession plan in place today, what might affect a firm’s value in the current landscape, and how to retain your talent and culture, all while continuing to grow.

...more
View all episodesView all episodes
Download on the App Store

Managing Your PracticeBy Dimensional Fund Advisors

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

21 ratings


More shows like Managing Your Practice

View all
Masters in Business by Bloomberg

Masters in Business

2,163 Listeners

Craig Groeschel Leadership Podcast by Life.Church

Craig Groeschel Leadership Podcast

10,694 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

7,062 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,002 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

454 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

442 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,070 Listeners

The Long View by Morningstar

The Long View

880 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

238 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,264 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,544 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

108 Listeners

Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets by Michael Sidgmore

Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets

26 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

125 Listeners

TRAP: The Real Adviser Podcast by Alan Smith; Andy Hart; Carl Widger; Nick Lincoln

TRAP: The Real Adviser Podcast

5 Listeners