Ray Sclafani

Building The Billion Dollar Business has released the First Episode! share.transistor.fm/show/building-…

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-to-tal…

😤 to @attcares because AT&T isn’t trustworthy del… AT&T in United States: speed, performance, outages and user reviews 👉 internet.fing.com/provider/AT%26… #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/Centu… #fing #internet #CenturyLink via @fingapp @outagedetect

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-drivers…

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-l…

.@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-you-…

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/podcast/min…

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-13-new-b…

Raymond James' Margaret Starner: A Good Retirement Is About More Than Money bit.ly/3JfVvPb

We discussed our ongoing opposition to the proposed @USDOL rule on independent contractor classification with @ThinkAdvisor this week. thinkadvisor.com/2023/01/24/fsi…

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-magazin…

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.

Canopy Wealth Management is the 7th Fastest-Growing Financial Advisory Firm in the US (per this report:) smartasset.com/data-studies/t… 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

Happy New Year! #LoneStarNYE

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-news/…

@PADI @TCITourism

Where is the first place you'll dive in 2023? 📆

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/best-practices…

@JackSoslow @hnshah Thanks for this comprehensive guide.

Two years ago I fell down the AI rabbit hole. Since then, I tried to get (and stay) up to speed in AI — consuming all relevant papers, podcasts, blogs, etc... I could find. Today, I'm sharing a first pass of my reading list. Hopefully it's helpful! docs.google.com/document/d/1bE…