ClientWise LLC

Structured career paths more than a "nice-to-have"—they're a game-changer for financial advisory firms. In the latest episode of Building the Billion Dollar Business, Ray Sclafani explores the five key reasons career paths matter and shares seven actionable steps to implement them in your firm. From boosting retention to strengthening client relationships and increasing firm value, this episode is packed with insights to help you create a future-focused, thriving team. Listen now: https://hubs.la/Q03dk37b0 #FinancialAdvisors #CareerGrowth #Leadership #WealthManagement #TeamDevelopment #FinancialAdvisorCoach #Podcast #BuildingTheBillionDollarBusiness

Just wrapped up an incredible few days at Barron's Advisor Independent Conference ~ connecting, learning, and growing with other powerhouse entrepreneurs in my industry. Ray Sclafani challenged our ClientWise LLC group to find mentors. People that inspire you and want to help the next generation of success in our industry. At every level, there is still more to learn. I’m so incredibly thankful for mentors in my life and am privileged to mentor others. Success isn’t a solo journey. Mentorship and belonging accelerate our growth, open doors, and challenge us to think bigger. And in male-dominated industries, the best advocates for women are often men who champion our voices, pull up seats at the table, and recognize the value and perspective we bring. Shinning examples & pictured below - Ray Sclafani James Bogart, CFP?, ChFC Dryden Pence just to name a few. Thank you to LPL Financial & Paul Mineck for bringing advisors together and celebrating our success. #Mentorship #Entrepreneurship #StrongerTogether

The financial advisory industry is facing an unprecedented talent shortage, with a projected shortfall of 100,000 advisors within the next decade. The firms that thrive won’t just offer bigger paychecks—they’ll cultivate a culture, leadership, and career trajectory that attracts top talent. From building a high-performance culture to enhancing digital capabilities, our latest blog explores five key strategies for making your firm a magnet for elite advisors. Read the full article now: https://hubs.la/Q03cshQ60 #FinancialAdvisors #TalentWar #NextGenAdvisors #Leadership #Recruiting #FinancialAdvisorCoach #Leadership #TeamDevelopment

High-Performing Team Tip: Great teams grow by lifting each other up and learning together. This week, challenge yourself to provide two pieces of feedback—one that lifts a teammate (recognizing something they do well) and one that provides learning for their growth (a constructive suggestion to help them improve). Actionable Idea: Share your “Lift & Learn” feedback in a quick huddle, a written note, or a casual conversation. Keep it specific, supportive, and forward-focused. Coaching Question: What’s one piece of feedback—positive or constructive—that could strengthen a teammate’s work this week? #TeamTip #ClientWise #Team #Communication #Feedback

Navigating partner dynamics in a growing firm can be challenging—but the right strategy makes all the difference. In the latest episode of Building The Billion Dollar Business, Ray Sclafani dives into a COO’s 5-step playbook for success. Learn how to: ? Align leadership goals ? Foster a culture of trust ? Create a structured decision-making process ? Optimize accountability & execution ? Strengthen the foundation for long-term growth If you're tackling partner challenges, this is a must-listen! Listen now: https://hubs.la/Q03chqSm0 #FinancialAdvisors #FirmGrowth #Leadership #BusinessSuccess #Podcast #FinancialAdvisorCoach

?? Luck is great, but a strategic plan is even better! ?? On St. Patrick’s Day, we’re reminded that while luck can be a bonus, the most successful financial advisors build their success with intention. At ClientWise, we help advisory firms create structured, repeatable, and scalable strategies to drive long-term growth. From leadership development to team alignment and business optimization, we provide the tools and coaching to help your firm thrive. Ready to take your practice to the next level? Let’s talk. ?? https://hubs.la/Q03c4YHR0 #StPatricksDay #FinancialAdvisors #GrowthStrategy #ClientWise #FinancialAdvisorCoach

The most successful advisory are reframing their business models to meet evolving client expectations. rather than keeping up with industry shifts. Clients want simplicity, integration, and a seamless experience. In our latest blog, we explore: ? The key adjustments top firms are making to stay competitive ? The role of technology in enhancing advisor efficiency & client experience ? Strategies for realigning talent to meet future demands Discover how you can future-proof your firm in an evolving wealth management landscape. Read more: https://hubs.ly/Q03bVGF80 #WealthManagement #FinancialAdvisors #BusinessGrowth #ClientExperience #AdvisorSuccess #Technology #NextGenAdvisor #TheClientWiseBlog #FinancialAdvisorCoach

High-Performing Team Tip #11 No More Guesswork! Elevate accountability by making expectations and responsibilities crystal clear. Actionable Idea Turn ambiguity into action! Each team member reviews and refines their responsibilities, then shares for team clarity. Coaching Question Where do we need more clarity to stay accountable? #TeamTip #ClientWise #Team #Roles #Responsibilities

We’re here at the Barron’s Independent Summit in Orlando, and our Chief Growth Officer Tim Whiting is ready to welcome you at the ClientWise booth! Stop by to say hello and learn how we help financial advisors achieve intentional growth through our elite coaching programs. Plus, don’t miss Ray Sclafani, ClientWise CEO, as he leads a breakout session: ?? Thursday, March 13 ?? 10:10 AM ET ?? Palazzo Ballroom C ?? Winning the Talent War: Attracting & Retaining High-Performing Professionals Through Culture & Career Pathing If you’re here at #BAIndependent, we’d love to connect! See you soon! #ClientWise #WinningTheTalentWar #FinancialAdvisors #Leadership #IntentionalGrowth

New Podcast Episode: The Intentional Growth Playbook for Financial Advisors What does it mean to grow with intention? In this episode of Building The Billion Dollar Business, Ray Sclafani shares six key questions and four essential considerations to help advisors build a strategic, scalable, and enduring firm. From refining your ideal client type to aligning your team and capital strategy, this episode is filled with actionable insights to shape the future of your business. Tune in now and take the next step toward purposeful growth. https://hubs.la/Q03bhvZj0 #FinancialAdvisors #IntentionalGrowth #BusinessSuccess #Podcast #FinancialAdvisorCoach