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Why Book Ray?

What makes a Ray Sclafani speaking engagement special?

With 30+ years of experience in the Financial Services Industry, a Professional Certified Coach designation from the International Coaching Federation, and a masters in Neuro-Linguistics from the International Association for Neuro-Linguists... you could say the guy knows what he's talking about. 

Ray is one of the most interactive, passionate and insightful speakers in the financial industry today. Through ClientWise, he has provided coaching or created and presented workshops for, among others, Merrill Lynch, Morgan Stanley Smith Barney, LPL, Raymond James Financial, and Ameriprise. 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, MSSB Institutes Conferences, Raymond James, FSC Securities, as well as the FPA National Conference, John Hancock Funds Wholesaler Conference, Nationwide Financial Summit Sales Conference, Met Life Presidents’ Conference, Barron’s Winner’s Circle Summit, and Barron’s Top Advisory Teams Summit. He has authored “The High Performance Coach”, a monthly column for Investment Advisor magazine, and has been interviewed and quoted in the Wall Street Journal, Financial Planning magazine, and Registered Rep, to name a few.


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...

  • 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
  • Barron's Top Teams Summit - February 2015
  • Barron's Top Advisors - 2012 
  • Barron's Top Advisory Teams Summit - 2012
  • January 2014, ADI Midwest/Southern Division Conference
  • February 2014, ADI Western Division Conference
  • Premier Advisors Forum - July 2015
ameriprise financial
  • Ameriprise Quantum Growth Meeting - October 2014
money management institute
  • Institute Fall Solutions Conference - October  2014
  • RBC Engage, Excel 2014 Leadership in Action - April 2014
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  • Forbes Advisor iConference
Interested in booking Ray for a speaking engagement? 

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