#150 - Referrals, Not Hype: Scaling a Boutique RIA the Right Way with Dann Ryan
Two weeks before the shutdown, Dan Ryan left a big firm to launch Sinceris Advisory with a simple plan: stay virtual, serve clients deeply, and let great work drive growth. Then COVID hit. Meetings vanished, Zoom became standard, and he had to adapt fast.
Today, the firm manages $226M for 150 families. Dan shares the real story—cancelled deals, “tire kickers,” 80-hour onboarding weeks, and learning that referrals are the only growth channel that truly compounds.
We also talk about operations and hiring (most advisors wait too long), bringing on partner David Wilson in May 2020, and their…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.