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/PRNewswire/ -- Choreo, LLC (Choreo) announced today that CEO Larry Miles will deliver a keynote address at the prestigious DeVoe M&A Succession Summit. The...
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.
David DeVoe said that while the RIA industry has seen record M&A activity organic growth has been declining.