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
Publishes | Weekly | Episodes | 75 | Founded | a year ago |
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Number of Listeners | Categories | EntrepreneurshipBusiness |
The advisory industry is facing one of its greatest challenges yet; a looming shortfall of nearly 100,000 advisors over the next decade. In this episode of Building the Billion Dollar Business, host Ray Sclafani unpacks how firms can overcome the "Gr... more
In this short but powerful episode, Ray Sclafani tackles a topic many financial advisors avoid: pricing. As firms expand their services beyond portfolio management into multi-generational planning, tax coordination, and family governance, their value... more
In this episode, Ray Sclafani dives into a key leadership habit that high-performing advisory firms revisit every year: a structured marketing review. Far from a compliance audit, this annual reset is a strategic opportunity to realign messaging, opt... more
In this episode, Ray Sclafani challenges advisory firm leaders to rethink how they attract new clients. He exposes why many firms are unintentionally sabotaging their growth by relying on outdated, ad-hoc approaches to client acquisition like waiting... more
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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.
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
This is a great podcast for advisor look into grow. Ray’s advice is always practical and on point.
Highly recommend
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!
Ray does an amazing job speaking right to the issues with leadership, culture, legacy and scaling. Highly recommend for those building for the long haul.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
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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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These podcasts share a similar audience with Building The Billion Dollar Business:
1. Barron's Advisor
2. Kitces and Carl - Real Talk for Real Financial Advisors
3. The Perfect RIA
4. Contrasting Viewpoints with Mark Hurley and Ray Sclafani
5. The Efficient Advisor: Tactical Business Advice for Financial Planners
Building The Billion Dollar Business launched a year ago and published 75 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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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
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