Are you an independent financial advisor managing your own practice? Stay ahead of the game with SRG's "The Fine Print" podcast where Succession Resource Group's experts dive deep into the latest industry trends, recommendations, and observations.
With no fluff and a touch of entertainment, we provide valuable insights on understanding and leveraging the value of your business, growing your business through optimized organizational structures and deals, improving and protecting your business for sustainability, and preparing for retirement to maximize results.
Each episode brings a fresh perspective to industry trends, empowering you to achieve your business goals. So grab your favorite beverage and join us on SRG Off Script for expert advice on managing your financial services practice.
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Are you an independent financial advisor managing your own practice? Stay ahead of the game with SRG's "The Fine Print" podcast where Succession Resource Group's experts dive deep into the latest industry trends, recommendations, and observations.
With no fluff and a touch of entertainment, we provide valuable insights on understanding and leveraging the value of your business, growing your business through optimized organizational structures and deals, improving and protecting your business for sustainability, and preparing for retirement to maximize results.
Each episode brings a fresh perspective to industry trends, empowering you to achieve your business goals. So grab your favorite beverage and join us on SRG Off Script for expert advice on managing your financial services practice.
Strategies for Building Enduring Wealth Advisory Firms With Ray Sclafani Part 1 (Ep. 19)
The Fine Print
55 minutes 56 seconds
1 year ago
Strategies for Building Enduring Wealth Advisory Firms With Ray Sclafani Part 1 (Ep. 19)
Finding talent can be hard. But you don’t always need to find it, with the right approach you can develop it within anybody.This episode is the first part of David Grau Jr.’s conversation with Ray Sclafani, Founder and CEO at ClientWise, LLC. Join them as they’re dedicated to uncovering the secrets behind flourishing financial advisory firms as they explore the synergy of digital marketing, the power of client referrals, and the benefits of strategic partnerships. Ray’s knowledge in talent development shines as he discusses innovative onboarding and training strategies, that ensure new hires evolve into valuable assets. Buckle up for a knowledge-filled discussion on the complexities of talent acquisition and team building to ultimately create a robust and dynamic workforce.Listen as Ray discusses: * Sustainable growth strategies for financial advisory firms* Digital marketing, AI, and client advocates* Talent acquisition and onboarding* And moreResources:* Strategies for Building Enduring Wealth Advisory Firms With Ray Sclafani Part 1 (Ep.19) (https://srgoffscript.blubrry.net/2024/03/18/strategies-for-building-enduring-wealth-advisory-firms-with-ray-sclafani-part-1-ep-19/)* Measure What Matters by John Doer (https://www.amazon.com/Measure-What-Matters-Google-Foundation/dp/0525536221/ref=sr_1_1?crid=2T1O7TRLZVB5Y&dib=eyJ2IjoiMSJ9.RT7aBb-sHWpDppQPWE_UFf0kS9Vhgm36Up1xsJr1tKESl5dI-vGqGZ2d9VaxZKPzEvkpgFcop942g0jC4SIy6JMkh2Eks8MkH4AnsmPtV74qRHGesBsxiSWnLEXr8pI5tpYTqdvqzgwAtKqb6-Yeh2mrjf0KskL_1v0A7SOBMUJzjxrAxS-TQaeSIc7ElmS3nF-L8n0qcVTsewMGilN3QEhOAgRL9y0VTV0KOHhcqvg._2IptDDllLu9_gh4XL3fbj53bZrTcxH61Lo9xhlXdfw&dib_tag=se&keywords=measure+what+matters+by+john+doerr&qid=1707848858&sprefix=Measure+What+Matters%2Caps%2C107&sr=8-1)* The Newsroom – Prime Video (https://www.primevideo.com/detail/0KAF4DOQFQTEZ9XG82KVGN3LT3/ref=atv_sr_fle_c_Tn74RA_3_1_3?sr=1-3&pageTypeIdSource=ASIN&pageTypeId=B0CMXZFK5B&qid=1707920382258)Connect with David Grau Jr.:* Succession Resource Group (https://www.successionresource.com/david-grau-jr)* LinkedIn: David Grau Jr, MBA (https://www.linkedin.com/in/davidgraujr/) * david.graujr@successionresourcegroup.com (mailto:david.graujr@successionresourcegroup.com) Connect with Ray Sclafani: * LinkedIn: Ray Sclafani (https://www.linkedin.com/in/raysclafani/)* Clientwise.com (https://www.clientwise.com/)* 800-732-0876About Ray Sclafani: Ray Sclafani is the founder and CEO of ClientWise, which provides elite coaching programs and consulting exclusively for the financial services industry. Ray’s passion for serving leaders, advisors, and companies in the financial services sector is reflected in ClientWise, its unique coaching programs, and its team of credentialed coaches.Ray’s experience as a coaching and consulting specialist in the financial sector mirrors his long and profitable history in the industry. As a complement to his coaching skills, he holds a Master’s Certification in Neuro-Linguistics from the International Association for Neuro-Linguistic Programming and has participated in The Strategic Coach® Program for 17 years.Ray’s expertise as a coach and trainer is recognized and sought out by leaders within the profession. Through ClientWise, he has provided coaching or created and presented workshops for, among others, Merrill Lynch, Morgan Stanley Wealth Management, LPL, Raymond James Financial, Ameriprise, and Northwestern Mutual. In addition, he has spoken on request to major industry conferences and company events for firms such as Merrill Lynch for their Diversity & Training programs, LPL, Morgan Stanley Institutes Conferences, Raymond James,
The Fine Print
Are you an independent financial advisor managing your own practice? Stay ahead of the game with SRG's "The Fine Print" podcast where Succession Resource Group's experts dive deep into the latest industry trends, recommendations, and observations.
With no fluff and a touch of entertainment, we provide valuable insights on understanding and leveraging the value of your business, growing your business through optimized organizational structures and deals, improving and protecting your business for sustainability, and preparing for retirement to maximize results.
Each episode brings a fresh perspective to industry trends, empowering you to achieve your business goals. So grab your favorite beverage and join us on SRG Off Script for expert advice on managing your financial services practice.
