To book Ray for an event or training, we first just need a little information about you and the event!

Please take a minute to fill out this short form in order to help us determine how Ray can best serve you and your audience.  

 

 

 

 

 

 

 

 

 

 

Customizable Content Around Industry-Leading Trends


Here are just a few examples:

 

 

Letting Go to Grow™

Letting Go to Grow™ uses ClientWise proprietary assessments to determine a financial advisor’s potential for progress and their best path to achieve success.

 

 

Building Loyal Client Advocates™

Building Loyal Client Advocates™ is a step-by-step guide to make your most loyal clients powerful tools in growing your client acquisition process. 

 

ray sclafani book

You've Been Framed!™

The key lies in breaking down the ways in which advisors are pigeonholed by previous conceptions of their practice and misguided assumptions about the financial services industry overall.

 

  

Financial Advisor as CEO™

Financial Advisor as CEO™ details the transition from being an advisor to running a successful advisory business as a CEO.

A few places where you might have heard Ray...

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  • 2015 Regional Conferences in NY, Chicago, Dallas and Phoenix 
  • June 2015 Trusted Advisor Academy Conference 
  • November 2014 Forum Conference
  • October 2014 Field Leadership Conference
  • Upcoming: November 2015 Trusted Advisor Academy, 2016 Regional Conferences
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  • Barron's Top Teams Summit - February 2015
  • Barron's Top Advisors - 2012 
  • Barron's Top Advisory Teams Summit - 2012
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  • January 2014, ADI Midwest/Southern Division Conference
  • February 2014, ADI Western Division Conference
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  • Premier Advisors Forum - July 2015
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  • Ameriprise Quantum Growth Meeting - October 2014
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  • Institute Fall Solutions Conference - October  2014
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  • RBC Engage, Excel 2014 Leadership in Action - April 2014
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  • Forbes Advisor iConference
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