FOR IMMEDIATE RELEASE
ClientWise is Named a Finalist in the ThinkAdvisor 2026 Luminaries Awards for Two Categories
DALLAS, TX (September 1, 2026) —
ClientWise is honored to be named a finalist in two categories of the ThinkAdvisor Luminaries Awards 2026. This recognition reflects both the strength of our work and the leadership behind it. Now in its sixth year, ThinkAdvisor's Luminaries Awards redefine excellence in financial services, shining a spotlight on outstanding contributions from both organizations and individuals.
Category 1: Advisor Education — Product or Service Innovation
Business Builders Academy™ is a finalist for its innovative approach to advisor education. The Academy brings together structured learning, proprietary frameworks, peer collaboration and ongoing coaching to help financial advisors strengthen their businesses, develop their leadership teams and build enduring enterprise value.
Category 2: Thought Leader of the Year — Individual
For more than two decades, Ray has challenged financial advisory leaders to think bigger about what they are building and what it will take for their firms to endure. Through his speaking, writing and podcasts—
Building the Billion Dollar Business and
Contrasting Viewpoints with Mark Hurley—Ray continues to explore the forces reshaping wealth management and the decisions firms must make today to capitalize on the opportunities ahead.
By setting a new standard for recognition based on remarkable achievements and innovation, the ThinkAdvisor 2026 Luminaries Awards program works to inspire the industry to reach greater heights of leadership, creativity and community engagement. A panel of independent judges made up of distinguished industry professionals will select the 2026 winners, who will be recognized during an awards ceremony on December 3, 2026, at the New York Hilton Midtown. This year, ThinkAdvisor will present new Luminaries awards for AI Innovation & Impact at a wide variety of firms—from asset managers, broker-dealers and RIAs to financial technology companies.
"The 2026 Luminaries Awards continue to push the boundaries of what excellence and achievement mean in the financial services industry," said Janet Levaux, editor-in-chief of ThinkAdvisor. "This year's finalists demonstrate incredible leadership and innovation, while at the same time making a positive impact on their communities and the industry at large. Their contributions exemplify the dynamic and evolving nature of our business, and we are proud to highlight the finalists' achievements as examples for others to follow."
About ClientWise
ClientWise is a leading financial advisory consulting firm dedicated to helping wealth management organizations build stronger, more profitable businesses. Through Business Builders Academy, advisory consulting, and strategic leadership development, ClientWise empowers financial advisors and their teams to achieve sustainable growth and create lasting enterprise value.
About ThinkAdvisor
ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need to guide their clients in making critical wealth, health and life decisions. The website showcases advisors adapting and succeeding in new ways, translating the impact of industry innovation into actionable strategies for financial professionals.
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