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The ClientWise Blog

Posts by

Ray Sclafani

3 Important Areas of Team Productivity to Focus on

Time is the ultimate equalizer. A couple of years ago, I reviewed the results of a time management and productivity study conducted by Michael Kitces. He found that less...

12 Keys to Building an Enduring Firm

If building an enduring business – one that cares for future generations (of both clients and advisors) – is important to you, then now’s the time to start planning. But...

Memorial Day: Honoring Our Fallen Heroes

This weekend, we commemorate those who have fought for all we hold so precious and dear. Memorial Day is a day when we pause to give thanks to the people who fought for...

Top 5 Key Insights for Business Continuity

Q1 2022 INSIGHTS During the first quarter of 2022 (Jan - Mar), we asked our clients a series of business-specific questions to gauge their perceptions as to how prepared...

5 Key Benefits of a Structured Team Recognition Program

“Don’t ask how we can motivate people. That’s the wrong question. Ask how we can provide the conditions within which people can motivate themselves.”     — Edward Deci,...

Random Acts of Kindness

The OED defines gratitude as “the quality or condition of being grateful or thankful; the appreciation of and inclination to return kindness; gratefulness.” But it’s...

7 Central Concepts to Shape Your Hiring

This week at the Barron’s Advisor Independent Summit, a group of self-made leaders gathered for an invitation-only event to learn and grow, sharing ideas and insights....

8 Ways to Better Frame Your Firm

Odds are you’ve created hundreds of pitch books over the course of your advisory career—PowerPoint presentations with your company brand, bulleted facts and figures,...

Top 10 Team Icebreakers

Recently, I attended a leadership meeting for one of our clients. As everyone was gathering in the virtual zoom room for the virtual meeting, it was clear there were...

The Unintended Consequences of Growth: Why Elite Advisors are Always Recruiting

Why elite advisors are always recruiting Pick up any trade journal these days and you’re bound to see at least a couple of articles about the current ‘Great Resignation’...

Build It and They Will Come: Structuring your Compensation Philosophy

If you’re at all familiar with the film Field of Dreams, you know that it takes more than simply plowing the cornfield and building a baseball diamond to achieve your...

The Talent Crunch

The race for talent is heating up. Do you have a plan? According to a recent study conducted by Barron’s, advisor growth over the past two years has been off the charts:

Looking Beyond the Multiple

Not too long ago, financial practice values were just a simple multiple of revenue. Depending on the book of business, an advisor generally could expect 1x to 2x...

7 Key Considerations for Advisors Committed to Building Enduring Firms

Building an enduring business. For most of us, it’s one of the most important goals we have—to establish a firm that will care for future generations of both clients and...