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Choreo CEO Larry Miles to Deliver Keynote at DeVoe M&A Succession Summit

/PRNewswire/ Choreo, LLC (Choreo) announced today that CEO Larry Miles will deliver a keynote address at the prestigious DeVoe M&A Succession Summit. The.

United statesDonald cutlerHaven tower groupDevoe coSuccession summitDevoe elevateBanking amp financial services

RIAs need to get past their fear of asking for referrals

When it comes to referrals from clients, the answer is always no until you ask. But the majority of advisors don't want to ask.

Van bortelRuss corbyBrett van bortelDoug johnsonDevoe coInvesco globalDevoe elevate

Organic growth in the RIA space is fading away

David DeVoe said that while the RIA industry has seen record M&A activity organic growth has been declining.

David devoeDevoe coNashville wednesdayDevoe elevateChief executive david devoe

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