Encourager committed to helping others realize their goals! Author of #YouveBeenFramed, CEO and Founder of @ClientWise.
Dallas, TX
Joined March 2009
- Tweets4.4K
- Following1.8K
- Followers1.5K
- Likes385
Ray Sclafani retweeted
Respect to @ryanwneal for broaching this hard conversation. Do we need to revisit where the lines are drawn of what's acceptable evening entertainment at a 'business' conference?
"We need to talk about Method Man and Redman's performance at #FutureProof" investmentnews.com/we-need-t…
Ray Sclafani retweeted
In this article, I break down the most common reasons buyers jump into the M&A game. From acquiring new talent, new services, or propelling inorganic growth, buyers must offer a compelling pitch to sellers. coosociety.com/common-driver…
Ray Sclafani retweeted
The job of running an RIA marks a pivot from Liz Nesvold's more than 30 years of work as one of the most prolific investment bankers in the WM industry.
@IanWenik @Cresset_Capital
citywire.com/ria/news/why-li…
Ray Sclafani retweeted
.@DonConnelly's advice to financial advisors: "If it doesn’t have anything to do with starting, cultivating, or building great client relationships, it can be delegated or outsourced." @advisorpedia advisorpedia.com/growth/do-y…
Ray Sclafani retweeted
My top new reads for 2023 explore:
-Sharpening thinking & fighting polarization
-Setting boundaries & detecting scams
-Communicating clearly & leading effectively
-Inventing our world & ourselves
-Pursuing happiness & wonder
-Finding motivation & meaning
adamgrant.substack.com/p/the…
Ray Sclafani retweeted
Raymond James' Margaret Starner: A Good Retirement Is About More Than Money bit.ly/3JfVvPb
Ray Sclafani retweeted
We discussed our ongoing opposition to the proposed @USDOL rule on independent contractor classification with @ThinkAdvisor this week. thinkadvisor.com/2023/01/24/…
Ray Sclafani retweeted
Creating an enduring firm: tips for financial advisors from @raysclafani of ClientWise, @jamesbogart of Bogart Wealth, @AskJoshPatrick, Bill Keen and Matt Willson of @keenwealthadvis, and Robert Steinberger of @BlueChip_LLC
advisorengine.com/action-mag…
Ray Sclafani retweeted
How quickly someone answers you is rarely a sign of how much they care about you.
Delayed replies to emails, texts, and calls are often symptoms of being overwhelmed.
Unless it's urgent, the true test of a relationship isn't the speed of response. It's the quality of attention.
Ray Sclafani retweeted
Canopy Wealth Management is the 7th Fastest-Growing Financial Advisory Firm in the US (per this report:) smartasset.com/data-studies/…
Love the way they've handled showing their fees on their site and this comparison chart they created to show value.
canopy-wealth.com/services
Ray Sclafani retweeted
I grieve the loss of Pope Emeritus Benedict XVI, a wise and holy man who spoke the truth with love. Read my full statement: thegoodnewsroom.org/catholic…
Ray Sclafani retweeted
It’s not too late!
I’ll make an EXTRA $10 donation (on top of a planned, foundational donation) to one of the designated charities for each person who takes the time to click over and read this short note.
19 clicks and counting!
impactcommunications.org/bes…
Ray Sclafani retweeted
Exciting news! #TAC named the #2 finance book of the year by @NextBigIdeaClub: bit.ly/3AYwKPF
#blockchain
#digitalassets
#crypto
Ray Sclafani retweeted
In this article, @investmentnews examines different pricing models used by advisors. In the end, clients look for transparency and honesty, regardless of which pricing model is applied to their relationship. investmentnews.com/demand-dr…
Ray Sclafani retweeted
Quick preview: @raysclafani of @ClientWise on what he is speaking about at #Ace2022…business building tips for advisors #AceAcademy2022
Ray Sclafani retweeted
Looking at some potential content for the blog around personal productivity. If you're an advisor who is obsessed with personal productivity and likes to try out lots of new tools & tech to automate your life, please ping me for a potential collaboration. :)
Ray Sclafani retweeted
Leaders who want to rise — and help their organizations thrive — need to find ways to expand their field of vision and build their knowledge, skills, and connections even as they carry on their daily work. s.hbr.org/3bk2SRP
Ray Sclafani retweeted
Vestmark Partners with Redi2, Giving VestmarkONE® Platform Users Access to Scalable Billing Tool for Managed Accounts | t3 Technology Hub shar.es/aHZQsV
Ray Sclafani retweeted
The SEC is still conducting examinations during this time - keep your eye on the ball! @onwallstreet onwallstreet.financial-plann…
Ray Sclafani retweeted
If you've been stargazing as part of your at-home activities since the pandemic began, prepare to see the biggest and brightest supermoon of the year on Tuesday night. cnn.it/3aLxb3z