Media Information

ClientWise Founder and CEO Ray Sclafani is available to comment on deadline on a wide variety of issues, including:

  • Changes in the financial services industry, including the movement towards a wealth management model, the rising influence of Independent Advisors and Registered Investment Advisors and how technology is reshaping the industry
  • Social networking best practices for financial advisors and how social networking and inbound marketing can transform marketing and client acquisition in a financial advisory and wealth management practice
  • The value and benefits of coaching – how coaching is different from consulting, the qualities of high value coaching and the benefits of coaching for development of leadership skills
  • Practice Management challenges for financial advisors, including barriers to serving as CEO as a wealth management business, developing efficient and effective teams, defining and executing processes around client acquisition, marketing and client engagement

Company Background

ClientWise LLC is a full-service coaching and consulting firm for high-performing financial advisors, executive leaders and wealth management teams. Coaching and consulting services include one to one engagements for advisors, executives and wealth management teams, customized 360 evaluations, practice benchmarking, training seminars and speaking engagements.

 

About Ray Sclafani, PCC

describe the imageAfter 20 years as an executive in an asset management firm, Ray Sclafani founded ClientWise, an executive coaching firm for financial advisors, executives and wealth management teams. A Professional Certified Coach accredited by the International Coach Federation, Ray is a frequent keynote speaker at leading industry events, including Barron’s Top Advisor Conferences. Ray works with leading executives and wealth management teams at wirehouses, broker dealers and independent firms to provide training, coaching and consulting services.

 

Media Contacts 

Lisa Hanna, Chief Information Officer

Phone: 800.732.0876 x 102

E-mail: lhanna@clientwise.com