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 pens his latest contribution for Advisor Perspectives.
Greek and Roman gods evoked fear, awe and envy. Their names now control trillions of dollars of your money.
An article in Pensions & Investments explains why so many crypto companies turn to mythology for their brand names. In it, Dan Sondhelm, founder and CEO of Sondhelm Partners, shares some insights. Read on to find out more.
