Recent News Features

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Ray Sclafani Launches Book, "You've Been Framed"; Details Process for Re-Framing of Advisor Teams to Stay Competitive in Evolving Financial Landscape

Sclafani applies over twenty-five years of experience in financial services and in working with thousands of financial advisors to provide a step by step road map to "re-framing" or re-positioning a firm for the benefit of advisor and client alike.

"You've Been Framed"; Details Process for Re-Framing of Advisor Teams to Stay Competitive in Evolving Financial Landscape

'In my experience, I find the profession [of financial services] divided into two camps: those who live in the past and complain about the present, and those who see the present as a catalyst for the future. What Ray has done with this book is give structure to those who wish to transform their businesses from a vehicle for generating income to one that makes an impact on the lives of others. It is an important addition to your business book library.' - Mark C. Tibergien, from the foreword of "You've Been Framed".

Ray Sclafani ClientWise

Voices: Advisors Finding Their Ideal Client Types

Financial advisors are much more effective when they are clear about what kind of client they want to serve. But instead of doing this, most advisers still target large asset pools, instead of specific types of clients. It is a problem.

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Coaching and Consulting: What's the Difference?

Ray Sclafani explains the difference between coaching and consulting and why some advisors need both.

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Advisors at a Crossroads 

Ray has a unique perspective on the advisor industry. What he sees isn't pretty, but hope remains. 

Media and Interview Speaking Inqueries