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 What is the Business Builders Academy™?

Learn more from Ray Sclafani, Founder & CEO of ClientWise

 

 

ClientWise Helps Financial Advisors Achieve Better Business Results:

Designing a Team for Growth


Charlie Prothro & Brian Blair
Prothro Blair Financial 

On Building Enterprise Value


Ed McGill & Ross Junge
McGill Junge Wealth Management 

Balancing Family Life with Help From ClientWise


Jay Kersey, CFP®, AEP®, CFS 

ClientWise Paths To Better Outcomes


Chris Plummer CLU®, ChFC®, CLTC, CFP®, CASL®
Plummer, Daffin & Associates

Taking Practice to a Whole New Level


Matthew Carrothers, CLU®, ChFC®, CLTC, CFP®, CASL®

Implementing Key-Takeaways in His Practice


Erig Waggoner 
Waggoner Financial Group

Being a Lead Advisor on a Team


Christina Meglio
Gatewood-Spalding Wealth Management

Benefits of Team Enrollment


Charlie Prothro & Brian Blair
Prothro Blair Financial 

Want to find out if the Business Builders Academy™ is a fit

for your wealth management business?  


Connect Now

 

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