Ray Sclafani
Founder & CEO
Ray Sclafani is the Founder and Chief Executive Officer of ClientWise LLC, a leading consulting and coaching firm dedicated to helping financial advisors and wealth management professionals enhance their businesses and client relationships. Based in Dallas, Texas, Sclafani has over 35 years of experience in the financial services industry.
Professional Overview
As the Founder and CEO of ClientWise, Sclafani brings deep expertise in practice management, business strategy, and client engagement to his work with top financial advisors and wealth management firms. Under his leadership, ClientWise has become a trusted partner to some of the industry's most successful practitioners, helping them drive sustainable growth, improve operational efficiency, and deliver exceptional client experiences.
Experience Summary
Current Role
As Founder and CEO of ClientWise, Sclafani is responsible for setting the strategic vision for the firm, overseeing its operations, and leading a team of experienced consultants and coaches. He works closely with clients to assess their unique challenges and opportunities, and then develops customized solutions to help them achieve their business goals.
Sclafani's industry impact is demonstrated by ClientWise's consistent recognition as a top consulting and coaching firm in the wealth management space. Under his leadership, the firm has been named to the Inc. 5000 list of fastest-growing private companies in the United States and has been featured in numerous industry publications.
Career Progression
Prior to founding ClientWise, Sclafani spent 20 years at AllianceBernstein, where he held the position of Managing Director. In this role, he was responsible for leading the firm's advisor coaching and practice management initiatives, helping financial advisors across the country optimize their businesses and better serve their clients.
Throughout his career, Sclafani has established himself as a thought leader and industry influencer, regularly contributing to industry publications and speaking at conferences and events. He is the author of the book "The Advisor Breakthrough: Your Step-by-Step Guide to Building a Successful Financial Planning Practice," which has been widely acclaimed within the financial services community.
Academic Background
Sclafani holds a Bachelor of Science degree from the University of Pennsylvania, where he graduated with honors.
Areas of Expertise
- Financial services industry best practices
- Practice management and business strategy
- Client engagement and relationship building
- Coaching and leadership development
- Change management and organizational transformation
Professional Impact
Under Sclafani's leadership, ClientWise has helped hundreds of financial advisors and wealth management firms optimize their businesses, enhance their client offerings, and drive sustainable growth. The firm's client retention rate and referral-based business model are a testament to the impact of Sclafani's work.
Conclusion
With his deep industry expertise, proven track record of success, and unwavering commitment to helping financial advisors achieve their full potential, Ray Sclafani is a respected leader in the wealth management space. As Founder and CEO of ClientWise, he continues to shape the industry and empower financial professionals to deliver exceptional service and value to their clients.
