WebJan 9, 2024 · MILWAUKEE, Jan. 9, 2024 /PRNewswire/ -- Northwestern Mutual announced today that it has become a majority investor in ClientWise, a premier business and executive coaching and consulting firm working exclusively with financial professionals. ClientWise, led by founder and CEO Ray Sclafani, will continue to operate as an independent firm, … WebClientWise blog connects you to the insights and thoughts from the leaders in financial advisor coaching.
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WebJan 10, 2024 · ClientWise will retain its operational independence even after the deal, Northwestern Mutual said. ClientWise CEO and founder Ray Sclafani said: “We are excited to partner with Northwestern Mutual to support their financial advisers as they tackle these challenges, help their clients make financial decisions with confidence, and build … WebRay Sclafani is the founder of ClientWise LCC, the premier coaching and training company exclusively serving the financial services industry. ... Prior to founding ClientWise Sclafani spent 20 years at AllianceBernstein, as one of the company’s top sales professionals and executive leaders. stephanie beacham autobiography
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WebFeb 23, 2024 · After 28 years supporting large financial services firms, Shawn Elder joined the ClientWise team as the Chief Operating Officer. He spent 12 years at CapitalOne in a variety of leadership roles including Director of Technology leading complex technology investments and Director of Process Engineering leading operational transformations.... WebWe are excited to announce that Ray Sclafani, PCC, Founder & CEO of ClientWise, along with Emma Elizabeth Black and Rafiq Jassani will be attending this… WebFeb 13, 2013 · How can you build a better advisory practice? Check out some tips from the experts. pinwheel appetizers ideas