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Artwork for Building The Billion Dollar Business

Building The Billion Dollar Business

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

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

PublishesWeeklyEpisodes75Foundeda year ago
Number of ListenersCategories
EntrepreneurshipBusiness

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Artwork for Building The Billion Dollar Business

Latest Episodes

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

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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

YouTube

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 He exposes why many firms are unintentionally sabotaging their growth by relying on outdated, ad-hoc approaches to client acquisition like waiting...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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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
  • 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 Statesa month 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 States2 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 States2 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 States2 months ago
  • Building that enduring firm

    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.

    Apple Podcasts
    5
    S Wooden
    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.

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Talking Points

Recent interactions between the hosts and their guests.

The 5-Part Marketing Review Every Advisory Firm Needs to Stay Relevant and Grow
Q: Which are the marketing priorities if executed well in the next 90 days, would position your firm for smarter, more strategic, and intentional growth?
This question helps firms focus on actionable steps that can lead to significant improvements and client engagement in the short term.
The 5-Part Marketing Review Every Advisory Firm Needs to Stay Relevant and Grow
Q: What story is your current messaging telling? Is it too generic?
This encourages firms to evaluate if their messaging aligns with their current brand identity and client expectations.
The 5-Part Marketing Review Every Advisory Firm Needs to Stay Relevant and Grow
Q: When was the last time your team had an honest conversation about what's working and what's not in your marketing?
This prompts firms to reflect on their current marketing practices and assess their effectiveness.
How Top Financial Advisors Scale Growth Through Strategic Lead Generation
Q: What parts of your brand message and the offer that you provide need to evolve?
Firms need to evaluate their messaging to attract more of the ideal clients in the future.
How Top Financial Advisors Scale Growth Through Strategic Lead Generation
Q: What does your ideal future client look like?
Firms should take time to clearly define their future clients in alignment with their values and goals.

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. 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

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

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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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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