The ClientWise Speakers Bureau™
Our Speakers Are Credentialed Coaches With Experience in the Financial Services Industry
Ray Sclafani, PCC President and Founder
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. He has provided coaching services and/or created and presented workshops for leading financial services companies, including Morgan Stanley Wealth Management, Merrill Lynch, LPL and Raymond James Financial. A frequent speaker at industry events and conferences, Ray has appeared at the Barron’s Winner’s Circle Summit, the FPA National Conference and the MetLife President’s Conference.
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.
Bobbi Gemma, MCC
A Master Certified Coach, Bobbi is a founding member of the International Coach Federation (ICF), the premier coaching organization in the United States. She’s an adjunct faculty member at the Proficient Coaching Center Certificate Program at the University of Miami and has worked with financial advisors from a wide variety of firms, many in transitional situations.
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.
Tracy Stevens, MCC
A Master Certified Coach, Tracy is a Master Coach on the faculty of the University of Rochester’s Warner School of Education. She helps clients increase production and reduce overhead via process-oriented coaching techniques. Her experience managing international client service initiatives for Fortune 200 companies helps clients discover sustainable solutions to personal leadership and organizational challenges.