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Ray Sclafani
Ray Sclafani | Founder & CEO, ClientWise | 20 Years Coaching Financial Advisors | Author of You've Been Framed | Host, Building the Billion Dollar Business Podcast | Contributor, Barron's Advisor
Give in the Time of Corona
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...
The time to repair the roof…
…is when the sun is shining. That was the clarion call of JFK in his 1962 State of the Union address – a challenge to the nation to use current times of prosperity to...
Giving thanks by giving back 11/25/2020
To say that 2020 has been a challenging year could perhaps be the greatest understatement of all time. It’s honestly been a year of unimaginable struggle. The loss of...
A Heartfelt Thank You to Our Veterans!
On behalf of the entire ClientWise team, we wish to express our deep appreciation to those of you who have served (or perhaps are still serving) in our nation’s Armed...
Micro-Segmentation
An opportunity to test and learn new acquisition strategies Lately, whenever I talk to one of our clients, I make it a point to ask them what their year-to-date new...
Zoom Your Way to Loyal Client Advocates
Sit down at a lunch table during any advisor conference, and I can pretty much guarantee you that sooner than later, the topic of conversation will gravitate to client...
Why Aren’t You "Board"?
Late last year, I led a working session of sixteen advisory clients – all but one of them managed in excess of $1B in assets (with at least two firms north of $2B in...
Are Socially Distanced BBQs a Thing?
The very first Labor Day was celebrated in New York City on September 5, 1882. And on June 28, 1894, President Grover Cleveland signed a law making the first Monday in...
Curated Content for Financial Leaders (Week of August 31)
Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.
Opportunity's Knocking
New clients and new talent have never been more accessible Perhaps all this industry buzz and talk about entering “a new normal” is legitimate, and that the way you...
Curated Content for Financial Leaders (Week of August 24)
Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.
Curated Content for Financial Leaders (Week of August 17)
Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.
Rethinking Your Personal Productivity Tech Stack
Moore’s Law states that every two years the number of transistors on a microchip will double while over the same period the cost of computers will halve. Rather than a...
Best Practices in Creating a Distributed Workforce
When it comes to returning to the workplace, there’s no shortage of conflicting viewpoints in the marketplace in general – nor among advisors and their teams in...