Marketing leader at DeVoe & Company
San Francisco Bay Area
Joined July 2009
- Tweets354
- Following179
- Followers107
- Likes1.1K
Stacy Orff retweeted
Looking forward to celebrating the fantastic women in our industry at the #DeVoeElevate2023 Women in Wealth Brunch.
Join us May 10th to kick off the conference with special programming, delicious food, and fun!
Learn more:
devoeandcompany.com/elevate
Stacy Orff retweeted
Today is the day! 🎉
Managing Director, Francine Miltenberger will lead a panel of RIA executives discussing "M&A - Before, During and After" at #SchwabIMPACT! @HightowerAdvsor @WealthEnhance @monetagroup
See you there! Learn more: impact2022.smarteventscloud.…
Stacy Orff retweeted
Busy day at #SchwabIMPACT!
@DavidDeVoe1 joins @wealth_mgmt to share key insights on RIA M&A.
The video will come out next week. Stay tuned!
Just landed. Excited to see industry friends and colleagues in the mile high city. #SchwabImpact
Can't wait to see everyone at #SchwabIMPACT this week!
🎉Come see us at booth #529 to discuss your firm's M&A or Succession Plan.
Plus - Francine Miltenberger will lead a panel of RIA executives discussing "M&A - Before, During and After".
Learn more: impact2022.smarteventscloud.…
Stacy Orff retweeted
“Know your flavor, and stay true to it.”
Brian Parker of EP Wealth Advisors shares words of wisdom for firms seeking to make their first transaction. It can be tempting to jump at the first opportunity, but Brian urgent firms to be patient and intentional. #MASummit22
Stacy Orff retweeted
New for @CitywireRIA — @oros_bob, @MercerAdvisors' Dave Barton and Sanctuary Wealth's Jim Dickson open up at the @DeVoeCo M&A Summit: citywireusa.com/registered-i…
Stacy Orff retweeted
“Advisors want to provide more services to their clients. Clients are asking for tax preparation, in house estate planning…. You have to meet market demand.” David Barton on stage at DeVoe & Company #MASummit22 lnkd.in/e8fpkibH
Stacy Orff retweeted
Are you feeling left behind? Catherine Williams of @dimensional helps to ground us with the latest research and perspectives on the quickly evolving world of wealth management. Where does your firm fall in the pack? #MASUMMIT22
Stacy Orff retweeted
How has compensation structure changed in our industry? What roles are firms hiring for? Where did the average revenue for high performing firms fall? Catherine Williams if @dimensional shares the latest in today’s session. #MASummit22
Stacy Orff retweeted
If your firm is making acquisitions - are you focused on the art of the deal or the art of the manage?
Building a common brand with common knowledge becomes the 🔑 component when integrating firms into your business. @MarkTibergien #MASummit22
Stacy Orff retweeted
We are pumped about the agenda this year. Hope to see you there!
The must-attend event for RIAs contemplating transactions or transitions.
Don't miss rich content from the top thought leaders in our space, including lessons learned from seasoned acquirers.
Register here: devoeandcompany.com/ma-summi…
Stacy Orff retweeted
"The bigger you get, the better you're able to serve clients," said RIA M&A expert @DavidDeVoe1 at the @RIA__Edge conference this week in Hollywood, Fla. "You can have a greater set of products and capabilities that you can offer them."
#WMEDGE #RIAEDGE
wealthmanagement.com/ria-new…
Stacy Orff retweeted
And we’re off… @DavidDeVoe1 kicks off the DeVoe Elevate in front of a packed house. Today we are focusing on optimizing your Human Capital Plan, and so much more!
#DeVoeElevate2022
Stacy Orff retweeted
#DevoeElevate22 kicking off with @DeVoeCo CEO and Founder @DavidDeVoe1: "We're in a state of distress in this industry right now. COVID continues to impact every #RIA."
Stacy Orff retweeted
While advisors generally had a conservative reaction to COVID’s effect on M&A, it seemingly contributed to a shift from external to internal sales. Get the details in the 2020 DeVoe RIA M&A Outlook Study:
buff.ly/32CLypc
Stacy Orff retweeted
Happening tomorrow: The Power of Coaching for Ensemble Leadership teams with @PeggyRuhlin, Special Advisor DeVoe & Company. Can your RIA leadership team benefit from coaching? Register to find out! buff.ly/3gpLZa8
Stacy Orff retweeted
Important content for RIA leaders to consider.
I'm happy to share some perspectives about the "power of people" within RIA firms in my latest article via @wealth_mgmt. Supporting the next-gen is critical to avoiding a succession crisis in the industry. @DeVoeCo
Read more: buff.ly/37hOpVu
Stacy Orff retweeted
“With the succession wave that is about to hit the industry, succession plans, if not entire businesses are on the edge of peril,” says @DavidDeVoe1 in the newly published DeVoe Human Capital Report: buff.ly/2XFCGfZ
Stacy Orff retweeted
During our webinar this week, I was asked about which metric to use to value an RIA. @FAmagazine shares my unvarnished and impassioned perspectives on the right and wrong ways: fa-mag.com/news/the-valuatio…
