Join us for critical business-building insights for RIA owners and principals. You will learn key strategies to drive sustainable growth and optimize your human capital plan.

Growth Session Highlights: 

  • Creating a Growth Mindset
  • Creating a Pipeline of High Net Worth Referrals
  • A Comprehensive Action Plan for New Clients to Fuel Growth
  • Secrets of Top-Growing Firms

Talent and Succession Session Highlights:

  • Building an All-Star Team that Fuels Growth
  • Tales from the Field: Planning for Succession
  • Strategies for Solving NextGen Financing
  • Creating a Culture to Attract and Retain Top Talent
  • Best Practices for Succession Planning

Agenda:

  • Wednesday, May 7 (Half day with optional networking roundtables before the formal start)
  • Women in Wealth Brunch (All Welcome)
  • Conference Sessions
  • Main Evening Event
  • Thursday, May 8 (Full day)
  • Conference Sessions
  • Reception and Expert 1:1 Meetings
  • Friday, May 9 (Half day ending around noon)
  • Conference Sessions
  • Event Concludes

For more information please visit the DeVoe Elevate website. 

  • Non-RIA attendees are subject to approval by DeVoe & Company.

Partners of the event receive attendee information and may communicate with you via email. This includes dinner invitations from event partners for gatherings that take place during the event. If you do not wish to receive partner communications, please uncheck this box.

Networking Events & Receptions

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