The ClientWise Speakers Bureau™
Our Speakers Are Credentialed Coaches With Experience in the Financial Services Industry
Ray Sclafani, Founder & CEO, PCC
An experienced financial services professional, Ray brings
20 years of experience as an executive at a large asset management firm to ClientWise LLC, which he founded in 2006. He received his Professional Certified Coach designation from the International Coach Federation, the leading independent professional association for coaches. Ray’s expertise as a coach and trainer is recognized and sought out by leaders within the profession. Through ClientWise, he has provided coaching or created and presented workshops for, among others, Northwestern Mutual, Merrill
Lynch, Morgan Stanley Wealth Management, LPL, Raymond James, and Ameriprise Financial. In addition, he has spoken on request to major industry conferences and company events for firms such as Merrill Lynch for their Diversity & Training programs, LPL, Morgan Stanley Institutes Conferences, Raymond James, FSC Securities, as well as the FPA National Conference, John Hancock Funds Wholesaler Conference, Nationwide Financial Summit Sales Conference, MetLife Presidents’ Conference, Northwestern Mutual Forum, Northwestern Mutual Annual Meeting, Barron’s Winner’s Circle Summit, and Barron’s Top Advisory Teams Summit. He has been interviewed and quoted in the Wall Street Journal, Financial Planning magazine, and Registered Rep, to name a few. Ray’s book, “You’ve Been Framed: How to Reframe Your Wealth Management Business and Renew Client Relationships,” was published by Wiley in 2015.
Margaret Krigbaum, JD, MCC Chief Program Developer
Margaret is tasked with transforming general coaching curriculum into programs specifically designed to improve the communication and relationship partnering skills of financial professionals. With more than 15 years of coaching experience, her clients include Fortune 500 companies, C-Suite and senior executives, attorneys and financial professionals. Margaret coaches issues of significance for her clients, including executive and leadership development, strategic planning with bottom line results, team communication, growth and individual brand development and professional progress.
Teresa Easler, Workshop Facilitator
Teresa Easler has more than 30 years of experience as a marketing and management strategist and corporate coach. Founder of Connect to the Core, a company that breaks down the barriers between communications and sales, Teresa has worked with business leaders, entrepreneurs and companies to grow sales and create new systems and processes. A born entrepreneur, she founded several other companies before joining ClientWise.
Bobbi Gemma, MCC
Bobbi Gemma has been coaching financial professionals and industry leaders for almost a decade. Bobbi was a founding member of the International Coach Federation (ICF), and is founder and leader of the Coastal Carolinas Chapter of the ICF. Since 2009, she has been an adjunct faculty member of the Proficient Coaching Certificate Program at the University of Miami. Bobbi has managed the career center for an outplacement firm, was President of a marketing resources firm, and serves on a number of boards for training and organizational development groups.
Jeff Staggs, MCC
A Master Certified Coach, Jeff has designed and delivered the first coaching program to be fully integrated into an MBA program for Capella University. An experienced executive coach, Jeff’s guidance enables his clients to take on new business and personal challenges and to achieve new levels of balance and performance—akin to the world-class athlete who seeks intensive coaching to move from silver to gold medal victories.
Rich Maxwell, Executive Coach
Rich Maxwell has been a leader in the coaching field since 1996. He specializes in leadership and team coaching. Having spent 20 years as a hospital executive, he successfully dealt with mergers, acquisitions and sales of hospitals, and the attendant challenges that inevitably arise following such transactions. His leadership experience helps him guide executives and teams to leverage strengths and effectively navigate change. Rich has served as a faculty member for CoachU and the Business Coach Institute, where he helped train coaches worldwide.
Ellen Fredericks, MCC
A Master Certified Coach, Ellen has many years of experience coaching
executives, leaders, and business professionals to take their individual, team
and business performance to the next level. As a former corporate executive,
Ellen brings twenty plus years of management and business experience to her coaching from the telecommunications and information technology industries where she managed multi-million dollar start up and turnaround initiatives.