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The ClientWise Blog

Posts by

Ray Sclafani

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...

Why and When Should You Hire a COO?

If you’re like most successful firm founders, you’re probably either a tremendous relationship manager, rainmaker and/or investment technician. And as your firm has...

Curated Content for Financial Leaders (Week of July 20)

    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 July 13)

    Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.

Coaching? Now? Are you serious?

You’re the CEO of a successful RIA. You’ve grown the business from a fledgling operation to a thriving firm with a talented team of skilled planning and investment...

Online Collaboration Tools

Bringing the best out in your team during challenging times. While compliance requirements may limit some financial advisory firms from using certain technologies,...