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Empower Your Ambitions 

At ClientWise, we believe in the power of shared wisdom and constant learning. That’s why ClientWise and Barron’s Advisor joined forces. Together, we use data to power the kind of top-tier insights that will help you turn your biggest ambitions into reality. Wherever you’re at on your journey, our partnership offers a strategic path forward — because you can’t build an enduring firm alone. 

The Power of This Partnership 

ClientWise founder and CEO Ray Sclafani and his team are experts at helping financial pros translate loose goals into real achievements. Ray even wrote the book on how to reframe your wealth management business and renew client relationships. Participants continue to provide incredibly positive feedback, raving about their results, insights, and experience. 

It’s easy to see why ClientWise partners with Barron’s Advisor. No one quantifies the subjective quite like Barron’s. They apply data to the qualitative stories that shape our industry. Like ClientWise, Barron’s Advisor is on a mission to raise the standard of excellence within the financial services industry. If you’ve ever wondered what happens when you pair motivation and insight, drive and data, ideas and action … this is the experience for you. 

ClientWise

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Together, ClientWise and Barron’s Advisor help you frame your vision for success so you can harness your potential. With a picture in mind for what BETTER looks like for YOU, we help you chart a path forward. And, when you know where you’re going, there’s real power in accountability, process, and community. When you join The ClientWise Collaborative, you benefit from constant learning and never-ending improvement. Our facilitator faculty and certified coaches carefully curate a collaborative community where entrepreneurial advisors can both share and receive hard-won wisdom. 

Together, you will get clear, get focused, and get results. 


 

When you join The ClientWise Collaborative, you gain access to: 

 

Barron's Workbench

Recent applicants to the Barron’s Rankings can use the Barron’s Workbench. Workbench is a powerful tool that shows you how your firm stacks up to the top 1% of financial advisors. But data alone won’t get you into the top 1%—and that’s where ClientWise comes in. We do a gap analysis on the data that shows you how to harness your strengths and capitalize on opportunities. 

Business Builders Academy™

Imagine tapping into the power of a carefully-curated collection of firms — unleashing a wealth of knowledge forged through real experience. When you join the Business Builders Academy, you join a group of collaborative, visionary advisors, expertly guided by our professional coaching team. 

Led by MCC-level and PCC-level coaches and ClientWise faculty, The Academy creates a wisdom exchange to reduce the headache of learning every single lesson yourself. Peer group conversations and insights help you ground your experience in Barron’s Advisor data and build goals that capitalize on industry trends. 

Advisor Scorecard

Ask an investor what makes a good advisor and the criteria may be hard to pinpoint. The same can be said about measuring the success of an advisory practice. But quantifying subjective metrics is necessary if you want to build an enduring firm; you can’t define a path forward if you don’t know where you’re going. 

When Barron’s Advisor does their annual rankings, they take eight subjective but crucial measures of success in order to grade a firm (B- to A+) on growth, size, and quality. They do this by seeing how you stack up against 12 months of data from industry leaders. You could think of it as grading on a curve. You could also think of it as mapping out the landscape so you can create a clear path forward toward your goals. 

Individual & Team Coaching

Painting a masterpiece takes both vision and skill. Coaching can help you amplify your gains. The choice is yours: you could start with private coaching and then join a Business Builders Academy™ program, or do it the other way around (or just stick with one or the other). Our coaches and skilled facilitators will help you conceptualize the ambitions you can’t quite put your finger on. Once you are clear and focused, we help you build the skills for the journey and provide resources along the way. That’s when we see results. 


Tell Us About Your Business

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Conferences & Events

Since 2005, Barrons Advisor has been offering exclusive events for top-ranked advisors. These Annual Summits provide wealth managers the opportunity to network with other elite practitioners and provide carefully curated content that highlights topics essential to scaling their business and creating enterprise value. Through our partnership, ClientWise has become a highly valued contributor of thought leadership and a prominent exhibitor at the Summits.

Barron's Advisor Women Summit

November 30, 2022

Lifetime Learners Journey

December 8, 2022 @ 12:15pm CST
Join our Founder and CEO, Ray Sclafani, where he will highlight how ClientWise + Barron's Advisor can help you frame your vision for success so you can harness your potential. Together, you will get clear, get focused, and get results.

Lifetime Learners Journey

December 12, 2022 @ 12:15pm CST
Join our Founder and CEO, Ray Sclafani, where he will highlight how ClientWise + Barron's Advisor can help you frame your vision for success so you can harness your potential. Together, you will get clear, get focused, and get results.

Advisor Insights

Below you will find podcasts and commentary on topics ranging from succession planning, M&A activity, practice management, and more. 

Setting the Stage for Intentional Growth in Your Firm

By Ray Sclafani

7 Ways to Win Top Advisor Talent in a Fiercely Competitive Market

By Ray Sclafani

Barron's Advisor The Way Forward

Decidedly

Swift Chats in the Financial Services Industry

Past Webinars On Demand

Watch the latest webinar collaborations between Barron’s Advisor and ClientWise on topics ranging from succession planning, M&A activity, practice management and more. 

Part 1: Optimizing Growth and Scale

Registered Independent Advisory (RIA) firms are combining at a furious and unprecedented rate. As industry consolidation gains momentum, Barron's Wealth & Asset Management group analyzed data on how 42 elite RIA firms are navigating through this environment of great change.

Part 2: M&A Frenzy: Maximizing Revenue

Registered Independent Advisory (RIA) firms are combining at a furious and unprecedented rate. As industry consolidation gains momentum, Barron's Wealth & Asset Management group analyzed data on how 42 elite RIA firms are navigating through this environment of great change. 

Unlocking the Future: Growth

Advisors faced unparalleled challenges over the past year that tested their limits. Yet, in a survey of 800 elite financial advisors, we found they not only weathered the storm but outperformed nearly every major benchmark in comparison to prior years. So what changed, and more importantly, what lessons should advisors hold onto to maintain prolonged success moving forward?

Unlocking the Future: Business Continuity

Business as usual was disrupted by a global crisis, but the best advisors in the nation adapted their practices to ensure no lapse in business continuity. Investments in technology and digital marketing enabled advisors to foster deeper and more meaningful relationships with not only their clients but also their teams in a remote work environment over the last 12 months.