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Artwork for Building The Billion Dollar Business

Building The Billion Dollar Business

Ray Sclafani
Financial Advisory
Registered Investment Advisors
Clientwise
Network Access
Long-Term Vision
Next-Generation Leaders
Accountability
Strategic Guidance
Risk Management
Wealth Management
Market Dynamics
Margin Compression
Labor Costs
Succession Planning
Gamification
Next Generation Producing Partners
Marketing Strategies
Revenue Growth
Private Equity Investment
Artificial Intelligence

Hosted by Financial Advisor Coach, Ray Sclafani, "Building The Billion Dollar Business" is the ultimate podcast for financial advisors seeking to elevate their practice. Each episode features deep dives into actionable advice and exclusive interviews with top professionals in the financial services industry. Tune in to unlock your potential and build a successful, enduring financial advisory pract... more

PublishesWeeklyEpisodes80Foundeda year ago
Number of ListenersCategories
EntrepreneurshipBusiness

Listen to this Podcast

Artwork for Building The Billion Dollar Business

Latest Episodes

In this episode of "Building the Billion Dollar Business," host Ray Sclafani delves into the strategies and insights behind successful financial advisory firms, focusing on organic growth and new client acquisition. He outlines six steps to boost gro... more

In this episode, Ray Sclafani discusses the implications of avoiding growth targets in business. He highlights a case where a company decided to stop setting growth targets to focus on client service. However, he argues that this decision led to chal... more

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In this episode, Ray Sclafani discusses the importance of finishing the year strong and how it impacts the upcoming year. He emphasizes the need for a proactive mindset, strategies for success, and the significance of setting clear goals. He also cov... more

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In this episode, Ray Sclafani discusses the critical importance of having a well-defined compensation philosophy in financial advisory firms. He highlights the common pitfalls of compensation planning without a clear strategy and emphasizes the need ... more

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Recent Guests

Matt Barthel
Editorial Director at Barron's
Barron's
Episode: Scaling Smart in Revolutionary Times feat. Matt Barthel of Barron's
Liz Nesvold
Vice Chair at Immigrant Bank with extensive experience in deal consulting and M&A work within the wealth management industry.
Immigrant Bank
Episode: Should You Stay or Step Aside? When Founders Face the CEO Dilemma
Jeff Brown
President and Founding Partner at Stratos Private Wealth
Stratos Private Wealth
Episode: Career Pathing & Team Incentives
Tony Parr
Partner at Parr McKnight Wealth Management Group
Parr McKnight Wealth Management Group
Episode: Career Pathing & Team Incentives
Jeff Price
Managing Director at Merrill Wealth Management
Merrill Wealth Management
Episode: Career Pathing & Team Incentives
Robert Steinberg
Founder and wealth manager at Blue Chip Partners LLC
Blue Chip Partners LLC
Episode: 7 Steps to Building Your ‘Firm of Dreams’

Host

Ray Sclafani
Host of Building The Billion Dollar Business

Reviews

4.9 out of 5 stars from 156 ratings
  • Worth the time

    Very relevant content. Hard to find time to get long format podcast down however, these 20 minute or so podcast seem to capture the same amount of value in a condensed time.

    Apple Podcasts
    5
    A.A-ron
    United Statesa month ago
  • Must Listen

    Ray’s quick 10 to 15 minute podcast with actionable items has proved invaluable over the years to reinforce the work we do with Clientwise. We have implemented so much process and interacted with multiple contractors that Ray has introduced us to over the years, all of which have been high-quality.

    Apple Podcasts
    5
    Bldegl
    United States2 months ago
  • A Purpose-Driven Framework for Growth

    Ray's podcast has become an invaluable resource for me.

    Here's why I give it 5 stars:

    A Mission-Driven Case for Growth: Ray provides a compelling answer to why a firm should grow that goes beyond just owner profits. He frames growth as a fiduciary obligation that stems from a genuine belief in your mission—if you can improve client outcomes, you have a duty to bring those benefits to as many people as possible. He connects this growth directly to ensuring the firm's continuity, its ability to... more

    Apple Podcasts
    5
    Mike N.
    United States3 months ago
  • Great podcast

    This is a great podcast for advisor look into grow. Ray’s advice is always practical and on point.

    Highly recommend

    Apple Podcasts
    5
    David schlitt
    United States3 months ago
  • Must Listen

    Ray does a great job with these podcasts, they are a must listen each week. The content is valuable, relevant, and broken down into bite-size pieces that are easy to digest and implement with our team. Really enjoy this one!

    Apple Podcasts
    5
    tjh2025
    United States3 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Many reviews highlight Ray's expertise and clarity in discussing complex topics, with a recurring emphasis on actionable strategies tailored specifically for financial advisors.
Reviewers frequently mention the podcast's efficiency, noting that episodes are concise yet packed with impactful content that can be immediately implemented.
Listeners appreciate the actionable and practical insights Ray provides, often citing the podcast as a valuable resource for real-world application.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

5 Strategic Moves to Finish 2025 Strong and Start 2026 Stronger
Q: How can we set up our people, our processes, not only to thrive, but really to thrive in the year ahead?
By ensuring our processes align with our strategic goals and fostering an environment that encourages team growth and engagement.
5 Strategic Moves to Finish 2025 Strong and Start 2026 Stronger
Q: What commitments or investments do we need to make right now to create a powerful start to the new year?
We need to identify specific areas for investment that will enable a strong start, including team training and strategic initiatives.
5 Strategic Moves to Finish 2025 Strong and Start 2026 Stronger
Q: What would it look like for us to finish this year stronger than we thought possible?
It would require a focused strategy and commitment to getting key objectives completed before the year's end.
Playing Your Part When Leadership Changes
Q: How can your leadership team rehearse disagreements privately and present unity publicly?
Finding ways to privately discuss differences while presenting a united front publicly is essential for effective leadership.
Playing Your Part When Leadership Changes
Q: Where can listening and trust improve your ability to make better decisions together?
Exploring how to enhance listening and build trust can lead to improved decision-making processes within the team.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Building The Billion Dollar Business

What is Building The Billion Dollar Business about and what kind of topics does it cover?

Focused on empowering financial advisors, this podcast offers actionable insights and strategies designed to enhance and grow advisory practices. Topics frequently explored include capital allocation, leadership development, client engagement, and growth strategies tailored for wealth management professionals. The host often emphasizes the importance of intentional growth versus haphazard expansion, providing listeners with frameworks to make informed decisions as they navigate the complexities of the financial advisory landscape. Additionally, episodes frequently highlight emerging trends such as the 'silver tsunami' in aging clients and the critical shifts needed in client acquisition and retention strategies.

Unique for its combination o... more

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How many listeners does Building The Billion Dollar Business get?

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Which podcasts are similar to Building The Billion Dollar Business?

These podcasts share a similar audience with Building The Billion Dollar Business:

1. Kitces and Carl - Real Talk for Real Financial Advisors
2. The Perfect RIA
3. Barron's Advisor
4. The Efficient Advisor: Tactical Business Advice for Financial Planners
5. Contrasting Viewpoints with Mark Hurley and Ray Sclafani

How many episodes of Building The Billion Dollar Business are there?

Building The Billion Dollar Business launched a year ago and published 80 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Building The Billion Dollar Business?

Recent guests on Building The Billion Dollar Business include:

1. Matt Barthel
2. Liz Nesvold
3. Jeff Brown
4. Tony Parr
5. Jeff Price
6. Robert Steinberg

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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