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Sclafani, Ray
Founder & CEO
ClientWise
Advisor Support Platforms
Luminaries 2026 Impact Statement
Ray Sclafani is one of the most consistently active thought leaders in the financial advisory industry, delivering practical, practitioner-focused content across multiple platforms every single week. As Founder and CEO of ClientWise, he has spent two decades working inside the real challenges advisory firm owners face, and that experience is the foundation of everything he publishes. Over the past 18 months, Ray has maintained an unbroken weekly publishing cadence across the ClientWise “Best in the Business” blog and “Building the Billion Dollar Business” podcast. He speaks at approximately 17 industry events annually, most recently leading a breakout session at BNY INSITE 2026. For advisory firm leaders navigating succession, talent, and growth, Ray has become a trusted weekly resource unlike any other in the profession.
