Advisors Need More Than Referrals to Grow Sustainably

RIAs must grow sustainably in order to achieve the scale needed to deploy the latest technology systems and build out a centralized infrastructure. Relying wholly or primarily on referrals is a foolhardy strategy. Assets pour in until they slow. So what’s needed for consistent growth? Dan Sondhelm’s latest Advisor Perspectives contribution got some additional play in Value Walk.

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