Ray Sclafani,

PCC

ClientWise

Ray Sclafani, PCC, founder and chief executive officer, ClientWise, has provided coaching and created workshops for leading financial service institutions, including Merrill Lynch, Morgan Stanley Wealth Management, UBS, LPL, Ameriprise Financial, Raymond James, MetLife, and NorthWestern Mutual.  Mr. Sclafani has spoken at major industry conferences and company events, including those for Raymond James, FSC Securities, FPA National Conference, John Hancock Funds Wholesaler Conference, Nationwide Financial Summit Sales Conference, MetLife Presidents’ Conference, NorthWestern Mutual Forum, NorthWestern Mutual’s annual meeting, Barron’s Winner’s Circle Summit, and Barron’s Top Advisory Teams Summit.  Prior to his leadership role at ClientWise, he served in the financial industry, where he worked at Alliance Bernstein for 20 years in several key roles, including founder and managing director of the Advisor Institute, where he developed and directed an extensive series of programs focused on creating sustainable motivation, increased sales, and deepened client relationships.  Through significant coaching education and practice, he earned the Professional Certified Coach designation from the International Coach Federation, the leading independent professional association for coaches.  He also holds a master’s certification in neuro-linguistics from the International Association for Neuro-Linguistic Programming and has participated in The Strategic® Coach Program for 17 years.  He earned a B.A., Baylor University.