On behalf of the entire ClientWise team, I would like to wish a Happy Holidays and Merry Christmas to all of our friends and clients.
In this season of giving, we are most grateful for that which you give to us...your friendship, support, and love.
To all of our friends and clients:
Merry Christmas and Happy Holidays!
Ray Sclafani and The ClientWise Team
The opportunity to coach and work with the nation’s top financial advisors and financial professionals has given ClientWise much to be thankful for almost 9 years now....
First off, my sincerest apology to author Gabriel Garcìa Màrquez for butchering the title of his remarkable novel Love in the Time of Cholera just to come up with a...