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    Stay up to date with the latest ClientWise news, partnerships, and milestones.

    ClientWise is Named a Finalist in the ThinkAdvisor 2026 Luminaries Awards for Two Categories
    ClientWise

    ClientWise is Named a Finalist in the ThinkAdvisor 2026 Luminaries Awards for Two Categories

    September 01, 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.
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    ClientWise Founder and CEO Ray Sclafani Named Finalist in the 2026 Wealth Management Industry Awards
    ClientWise

    ClientWise Founder and CEO Ray Sclafani Named Finalist in the 2026 Wealth Management Industry Awards

    June 03, 2026
    ClientWise announced that Ray Sclafani, Founder and CEO, has been named a Finalist in the 2026 Wealth Management Industry Awards (the "Wealthies") for CEO of the Year in the Professional Services Firms category.
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    No more bad bosses: How training programs can address the leadership gap
    Financial Planning

    No more bad bosses: How training programs can address the leadership gap

    May 28, 2026

    ClientWise Founder & CEO Ray Sclafani emphasized that great individual contributors do not automatically become great leaders. He highlighted the importance of intentional leadership development to help advisory firms build strong leadership teams that can support long-term growth and succession.

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    Merit hires ex-Edelman and Verdence executives, launches leadership initiative with ClientWise
    InvestmentNews

    Merit hires ex-Edelman and Verdence executives, launches leadership initiative with ClientWise

    May 27, 2026

    ClientWise has partnered with Merit Financial Advisors to launch a 12-month leadership development initiative focused on executive coaching, organizational alignment, and strengthening leadership effectiveness as the firm continues to scale.

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    ClientWise was named “Top Financial Advisor Coaching Service 2026”
    Financial Services Review

    ClientWise was named “Top Financial Advisor Coaching Service 2026”

    May 01, 2026

    Financial Services Review recognizes ClientWise's leadership in executive coaching, leadership development, and helping advisory firms build scalable, enduring businesses.

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    Industry Recognition

    ClientWise Featured on Nerd’s Eye View

    Explore articles, commentary, and industry insights featuring ClientWise across the Kitces ecosystem.

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    About ClientWise

    ClientWise is a coaching and consulting firm serving financial advisors and advisory firms. The firm specializes in leadership development, executive coaching, succession planning, enterprise growth, and helping advisory businesses build enduring enterprises.