
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 | 90 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessEntrepreneurship | |||

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
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
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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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.
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.
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.
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
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
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Apple Podcasts | #220 |
Recent interactions between the hosts and their guests.
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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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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
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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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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