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    September 22–24, 2025 | Pendry Park City, Utah

    A Private Gathering for Northwestern Mutual Ensemble Owners, Leaders, and Executives
    Hosted by Ray Sclafani, CEO & Founder, and the Team at ClientWise LLC

     

    Exclusive. Strategic. Built for Execution.

     

    The ClientWise Ensemble Leaders’ Summit is an invitation-only gathering of equity owners and executive leaders of Northwestern Mutual ensemble advisory firms. Designed for those leading multi- advisor, multi-owner firms, this summit focuses exclusively on execution—real strategies, real decisions, and real value creation.
    This is a working forum, not a sales event. You'll engage with leading subject matter experts, high-performing peers, and industry strategists—all committed to building enduring, enterprise- grade advisory firms.

    Strategic & Direct

    A private gathering for Northwestern Mutual ensemble firm owners and executives to solve for growth, scale, and succession.

    Peer-Focused & Exclusive

    An invitation-only summit for equity owners and executives building enduring, enterprise-level advisory firms.

    Execution-Oriented

    Where the industry’s top ensemble leaders focus on what actually drives execution, growth, and enterprise value.

    Elevated & Purpose-Driven

    Designed to elevate the leadership, strategy, and long-term enterprise value of elite ensemble firms.

    Bold & Crisp

    Where serious leaders confront the real decisions that shape enduring advisory businesses.

    Insight-Rich & Actionable

    Built to deliver candid insights, frameworks, and next-level thinking you can immediately apply to accelerate your firm’s growth and impact.

     

    Why This Summit

     

    As ensemble firms grow, so does the complexity of leadership—and the cost of poor decisions.
    This summit will help you answer the most pressing questions facing your firm today:
    • How do you structure partnership and equity as your team expands?
    • What compensation models drive performance and retain talent?
    • How do you scale profitably while protecting your culture?
    • What do buyers and investors really value in today's market?
    • How do you stay relevant to the next generation of clients?
    You’ll walk away with frameworks, peer insights, and actionable ideas you can apply immediately as you prepare for 2026 and beyond.
    Questions?
    For inquiries regarding eligibility or participation, please contact:
    • Sarah Luther-Keller – sluther@clientwise.com
    • Emma Black– eblack@clientwise.com
    • Or call ClientWise at 800-732-0876, ext. 803


     

    Let us guide you to your potential.

    Connect with us to problem solve for a successful future.