Amplify Your Enterprise Value Through Total Team Leadership™
Nearly every elite advisor employs a total team leadership approach to ensure the steady growth of their enterprise value. This session is specifically designed for team leaders, controlling owners and key team members to help you implement the same approach. Team assessments, peer-to-peer learning and relevant content will frame a highly interactive, fast-paced session. An accompanying guidebook will include content and exercises. Join us as Ray Sclafani, chief executive officer and founder of ClientWise, provides actionable ideas that you’ll be able to take back to your team and immediately implement.
Ray Sclafani is the founder of ClientWise LCC, the premier coaching and training company exclusively serving the financial services industry. Sclafani’s passion for serving leaders, advisor, and companies in the financial services sector is reflected in ClientWise and its unique coaching programs and the team of credentialed coaches that help advisors and companies find the next level of professional excellence and financial success with greater focus and ease. Prior to founding ClientWise Sclafani spent 20 years at AllianceBernstein, as one of the company’s top sales professionals and executive leaders. His knowledge of how to create and execute on highly successful sales plans and build long-lasting client connections was later utilized as founder and managing director of the Advisor Institute at AllianceBernstein. He is also the author of You’ve Been Framed: How to Reframe Your Wealth Management Business and Renew Client Relationships. Sclafani earned his BA from Baylor University.