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How to Reframe Your Wealth Management Business and Renew Client Relationships

Written by Ray Sclafani, the founder of the premier coaching and training company serving the financial services industry, this hands-on guide gives you everything you need to ensure the public sees your company according to your desired frame and not one they’ve constructed. Whether you want to sell your firm for the greatest return or watch it prosper in the hands of a successor, this tested and perfected five-step system walks you through creating a powerful new frame to meet the goals for your practice by:

  • Determining how you are framed by current clients
  • Exploring what you’d like to be known for and matching it with your clients’ actual needs
  • Creating a marketing story to communicate your new frame
  • Reengaging your clients with the new story so they can rediscover your firm’s services 
  • Building a network of trusted professionals who can deliver on your promises and be brand promoters
  • craig pfeiffer advisors ahead
  • mark tibergien pershing
  • beth rudenhuis northwestern mutual

Click to join the eXchange™

The book also provides readers access to the eXchange™, a first-of-its-kind online platform that provides free proprietary content developed by ClientWise and access to a network of top financial professionals and the world’s highest- credentialed executive coaches who are open to chat, brainstorm, answer questions, and share insight to make sure you don’t have to go it alone.

Picture how good your business can look after a conscious reframe.


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