ClientWise retweeted
The challenge for firms growing through M&A is to build a plan that will support ongoing profitability and client value. Join Matthew Barthel and @raysclafani @ClientWise as they share best practices for optimizing revenue and client service. Register now. bit.ly/30PhmZF
ClientWise retweeted
Today at 4pm ET, join Jeff Concepcion @Stratos_Wealth, @raysclafani @ClientWise, and @JackOtter for an interactive session on navigating the exploding M+A market. Register today: bit.ly/2X64DA3
ClientWise retweeted
@ClientWise and @PriceMetrix explore how advisor teams can enhance client relationships, help build assets and revenue, and facilitate succession planning.
#financialplanning #wealthmanagement #successionplans #investing #financialservices
ow.ly/bvJJ50FLhh3
ClientWise retweeted
"It's no longer about finding a bunch of people and charging them 1%....the future of advice is connecting on a whole multitude of issues."
Ray Sclafani (@raysclafani), CEO of @ClientWise lays out what the future of advice is for advisors and clients
#wealthmanagement
ClientWise retweeted
How do you buy #DigitalAssets for your clients? Discover how with @raysclafani , President & Founder, ClientWise.
Enroll now for your certificate at dacfp.com/get-your-certifica….
ClientWise retweeted
How Loss, Luck, and Salesmanship Helped Build a $5 Billion RIA
Rick Kent, founder and CEO of Merit Financial Advisors, explains how he built a large company and the new strategies required to maintain its momentum: spr.ly/6017HC91X
#RIAs #wealthmanagement
ClientWise retweeted
I had a great time talking to members of the ClientWise Business Builder Academy yesterday about trends in RIA valuations, M&A activity, and much more. Thanks to @raysclafani and the @ClientWise team for having me. @DeVoeCo
ClientWise retweeted
100 Women Making Their Mark in the World of Finance barrons.com/articles/the-100…
ClientWise retweeted
Thanks to @raysclafani and Bill Matyi from @ClientWise for sharing growth ideas for @CeteraFinancial advisors in Masters-1 today. #WMUonline
ClientWise retweeted
Early morning meeting with industry leaders, shaping the future of financial advising. Thanks for your thought leadership @KateHealy_TDA @thegreshamco @JackSharry52 John Moninger & Scott Kilgallen #TheExecutionProject #NextChapter @ClientWise
ClientWise retweeted
How do top financial advisors and wealth managers continuously grow their client base, assets under management, and revenues while solidifying long-term relationships with clients?
ow.ly/onFN50Bnhsw
#wealthmanagement #financialservices #financialadvisor #assetmanagement
ClientWise retweeted
"The COVID Silver Lining" I love the framing Ray. Nice work. I can tell you work with incredibly talented people in the financial industry.
ClientWise retweeted
Looking at some potential content for the blog around personal productivity. If you're an advisor who is obsessed with personal productivity and likes to try out lots of new tools & tech to automate your life, please ping me for a potential collaboration. :)
ClientWise retweeted
Morningstar's Active/Passive Investment Week bit.ly/rtSnFd via @addthis
ClientWise retweeted
Top notch digital artist at #FPAExperience 2011 (eventoons.com/) via #ScoutFunds - I used his caricature as new profile photo!