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Artwork for Building The Billion Dollar Business

Building The Billion Dollar Business

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

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

PublishesWeeklyEpisodes90Founded2 years ago
Number of ListenersCategories
BusinessEntrepreneurship

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Artwork for Building The Billion Dollar Business

Latest Episodes

In this episode of Building the Billion Dollar Business, Ray Sclafani breaks down why advisor movement data should be treated as an early warning system and not industry gossip. While the number of advisors changing firms has remained steady, a more ... more

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Most high-performing advisors can point to someone who helped shape their success. Yet many firms still leave learning to chance, assuming experience alone will do the work. In this episode, Ray Sclafani makes the case that training is not a nice-to-... more

In this episode, Ray Sclafani dives into the concept of transfers of trust and how advisory firms can design client confidence beyond a single advisor. As firms scale, trust often remains concentrated around the founder or lead advisor, creating frag... more

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In this episode of Building the Billion Dollar Business, Ray Sclafani explores why New Year’s resolutions fail inside advisory firms and what high-performing advisory teams do differently when designing kickoff meetings. Drawing on behavioral researc... more

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Key Facts

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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
Financial Advisor Coach with extensive experience in the financial services industry, providing insights on business growth and leadership.

Reviews

4.9 out of 5 stars from 159 ratings
  • Just in time!

    Every episode feels perfectly timed for whatever challenge I’m facing in my business. The insights are sharp, actionable, and delivered in a way that’s easy to apply immediately.

    Apple Podcasts
    5
    V Martell
    United States2 months ago
  • Great listen!

    I have been enrolled in Ray Sclafani course Clientwise for more than 5 years now. I am amazed at how much I learn about running a more successful financial planning practice that improves client results and the advisor team results.

    Apple Podcasts
    5
    Kevin Hannay
    Canada2 months ago
  • 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 States3 months 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 States4 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 States5 months ago

Listeners Say

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

Offers valuable insights into leadership and development practices but maintains a concise format that fits into a busy schedule.
Highly recommended for its practical and actionable content geared towards financial advisors.
Listeners appreciate the depth of expertise conveyed in each episode, with many finding the advice immediately applicable to their work.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Designing Client Confidence Beyond the Advisor Through the Transfers of Trust
Q: How visible is your shared advisory model to clients today?
It's essential to articulate the team's strengths and organizational structure clearly during client meetings.
Designing Client Confidence Beyond the Advisor Through the Transfers of Trust
Q: Which relationships would benefit most from broader advisor exposure this year?
Advisors should pinpoint key clients who would benefit from experiencing a broader exposure to multiple team members.
Designing Client Confidence Beyond the Advisor Through the Transfers of Trust
Q: Where do clients still experience your team through just one central advisor?
Advisors should assess client relationships and identify where they are still tied to individual advisors instead of the team.
How to Grow in 2026 Without Losing the Team That Got You Here
Q: What specific practices could you implement in 2026 to make service and earned success more visible across the team, not just for the lead advisors?
Implementing practices that highlight team contributions and client interactions can boost visibility and recognition across the organization.
How to Grow in 2026 Without Losing the Team That Got You Here
Q: If your firm continues to grow its client roster in the year ahead, what will need to change so your team members feel more effective and less stretched as complexity increases?
Adjustments will be necessary to ensure team members can cope with increased complexity without feeling overextended.

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?

Targeted at financial advisors, this podcast provides valuable insights and actionable strategies centered on enhancing business practices and leadership within the financial services industry. The host discusses a variety of relevant topics such as strategic planning, team dynamics, talent acquisition, client relationships, and the importance of an ethical firm culture. The format is concise, with episodes typically lasting around 10 to 20 minutes, making it ideal for busy professionals looking for quick yet impactful advice. Each episode is highly focused on practical applications, ensuring listeners can implement the concepts discussed without unnecessary fluff, appealing particularly to those looking to scale their businesses thoughtful... more

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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. Financial Advisor Success
2. Barron's Streetwise
3. The Compound and Friends
4. All-In with Chamath, Jason, Sacks & Friedberg
5. Masters in Business

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

Building The Billion Dollar Business launched 2 years ago and published 90 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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