Encourager committed to helping others realize their goals! Author of #YouveBeenFramed, CEO and Founder of @ClientWise.
Dallas, TX
Joined March 2009
- Tweets4.4K
- Following1.8K
- Followers1.5K
- Likes385
Building The Billion Dollar Business has released the First Episode! share.transistor.fm/show/bui…
Ray Sclafani retweeted
Respect to @ryanwneal for broaching this hard conversation. Do we need to revisit where the lines are drawn of what's acceptable evening entertainment at a 'business' conference?
"We need to talk about Method Man and Redman's performance at #FutureProof" investmentnews.com/we-need-t…
😤 to @attcares because AT&T isn’t trustworthy del…
AT&T in United States: speed, performance, outages and user reviews
👉 internet.fing.com/provider/A…
#fing #internet #AT&T
via @fingapp @outagedetect
🤬 to @CenturyLinkHelp because Slow
CenturyLink in United States: speed, performance, outages and user reviews
👉 internet.fing.com/provider/C…
#fing #internet #CenturyLink
via @fingapp @outagedetect
Ray Sclafani retweeted
In this article, I break down the most common reasons buyers jump into the M&A game. From acquiring new talent, new services, or propelling inorganic growth, buyers must offer a compelling pitch to sellers. coosociety.com/common-driver…
Ray Sclafani retweeted
The job of running an RIA marks a pivot from Liz Nesvold's more than 30 years of work as one of the most prolific investment bankers in the WM industry.
@IanWenik @Cresset_Capital
citywire.com/ria/news/why-li…
Ray Sclafani retweeted
.@DonConnelly's advice to financial advisors: "If it doesn’t have anything to do with starting, cultivating, or building great client relationships, it can be delegated or outsourced." @advisorpedia advisorpedia.com/growth/do-y…
What an honor to be interviewed by the one and only @MindyDiamond of @DiamondConsults. The episode turned out great. Let us know what you think!
podcasts.apple.com/us/podcas…
Ray Sclafani retweeted
My top new reads for 2023 explore:
-Sharpening thinking & fighting polarization
-Setting boundaries & detecting scams
-Communicating clearly & leading effectively
-Inventing our world & ourselves
-Pursuing happiness & wonder
-Finding motivation & meaning
adamgrant.substack.com/p/the…
Ray Sclafani retweeted
Raymond James' Margaret Starner: A Good Retirement Is About More Than Money bit.ly/3JfVvPb
Ray Sclafani retweeted
We discussed our ongoing opposition to the proposed @USDOL rule on independent contractor classification with @ThinkAdvisor this week. thinkadvisor.com/2023/01/24/…
Ray Sclafani retweeted
Creating an enduring firm: tips for financial advisors from @raysclafani of ClientWise, @jamesbogart of Bogart Wealth, @AskJoshPatrick, Bill Keen and Matt Willson of @keenwealthadvis, and Robert Steinberger of @BlueChip_LLC
advisorengine.com/action-mag…
Ray Sclafani retweeted
How quickly someone answers you is rarely a sign of how much they care about you.
Delayed replies to emails, texts, and calls are often symptoms of being overwhelmed.
Unless it's urgent, the true test of a relationship isn't the speed of response. It's the quality of attention.
Ray Sclafani retweeted
Canopy Wealth Management is the 7th Fastest-Growing Financial Advisory Firm in the US (per this report:) smartasset.com/data-studies/…
Love the way they've handled showing their fees on their site and this comparison chart they created to show value.
canopy-wealth.com/services
Ray Sclafani retweeted
I grieve the loss of Pope Emeritus Benedict XVI, a wise and holy man who spoke the truth with love. Read my full statement: thegoodnewsroom.org/catholic…
Ray Sclafani retweeted
It’s not too late!
I’ll make an EXTRA $10 donation (on top of a planned, foundational donation) to one of the designated charities for each person who takes the time to click over and read this short note.
19 clicks and counting!
impactcommunications.org/bes…
Hope you’re having a terrific Holiday season and getting ready for the New Year. What’s your #1 goal for 2023?
