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EXp-Dave Ramsey Conflict Ignites Debate About Referral Programs

EXp-Dave Ramsey Conflict Ignites Debate About Referral Programs
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Advisor Innovations: Trends in RIA M&A with David DeVoe

In this episode, David Armstrong, editor-in-chief of WealthManagement.com, speaks to David DeVoe, founder and CEO of DeVoe & Company, to discuss what is changing in the industry for investment advisory firms, what firms are driving the wave of deals and the biggest risks to RIAs.  DeVoe & Company founder and CEO David DeVoe David shares:  What “META” RIAs are, and how they will change the industry; The percentage improvement in a firm’s valuation that comes from a mere 1% boost in growth; The numbers that dispel the myth of the “seller’s market” for RIAs; How his own journey as an entrepreneur began in the surf shops of Santa Barbara, Calif.

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