Ray Sclafani

Ray Sclafani, Founder and CEO of ClientWise, shares his insights on achieving organic growth for advisory firms. He introduces the '10% rule' for net new assets and emphasizes the importance of distinguishing between new client acquisition and existing client growth. Ray discusses the necessity of appointing a Growth Czar and leveraging referrals, which he identifies as a primary growth engine. He advocates for personalized client engagement and specialized expertise, offering strategies to track relationship value and optimize marketing efforts.