Ray Sclafani
Episode description
Ray Sclafani is someone who I have been following and learning from for the last 6 years.
He is one of the most effective coaches and developers of advisors in the wealth management industry. His advice and teaching has been instrumental in helping thousands of advisors across the world.
He is the CEO and Founder of ClientWise, the premier business, executive coaching, and consulting firm working exclusively with financial professionals.
He is a highly respected and experienced leader with an extensive resume and history of high impact in our industry. More importantly, he is passionately and tirelessly focused on leading the professionalization of the wealth management and financial advising industry and the transformation of advisors from lone rangers to leaders of interdependent teams.
Lifeworks is a registered investment advisor.