The ClientWise Blog

ClientWise Welcomes New Team Member: Sophia Harbas

Posted by Joe Del Bene on Oct 1, 2012 8:59:00 AM

Financial Advisor Coach


Ray Sclafani, PCC, founder and CEO of ClientWise, LLC announced that Sophia Harbas has been appointed Director of Coaching Services. ClientWise LLC, which was founded in 2006, is an executive coaching company exclusively serving high performing financial advisors, advisory teams, executives and financial service firms.


“I’m delighted that Sophia has joined our firm, bringing with her more than 20 years of experience in financial services to benefit our clients,” Sclafani said. “Her expertise in business development and client relationship management will help us continue to deliver a high level of excellence to our clients and prospective clients.” Harbas previously spent 18 years at AllianceBernstein in a variety of roles, including vice president of sales data and marketing operations and assistant vice president of client services.


ClientWise LLC, located in Mt. Kisco, NY, offers a wide variety of coaching services, drawing on the expertise of more than 15 highly credentialed coaches. All ClientWise coaches are certified at the Master Certified Coach (MCC) level or the Professional Certified Coach (PCC) level, the two most prestigious designations offered by the International Coach Federation (ICF), the premier global coaching accreditation body. ClientWise aligns closely with the ICF in terms of its partnership with clients, via a thought-provoking and creative coaching process that motivates clients to identify, define, and execute their professional and personal goals. 

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: ClientWise