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Artwork for Building The Billion Dollar Business

Building The Billion Dollar Business

Ray Sclafani
Financial Advisory
Wealth Management
Clientwise
Leadership
Client Acquisition
Organic Growth
Succession Planning
Client Engagement
Leadership Development
Financial Services
Financial Advisors
Financial Advisory Firms
Client Relationships
Employee Engagement
Artificial Intelligence
Advisory Firms
Team Collaboration
Mentorship
Marketing Strategies
Registered Investment Advisors

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

PublishesWeeklyEpisodes104Founded2 years ago
Number of ListenersCategories
BusinessEntrepreneurship

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Artwork for Building The Billion Dollar Business

Latest Episodes

Only about 20% of employees strongly agree that their performance is managed in a way that motivates them to do outstanding work. That is the finding from Gallup's research on performance development systems and it tells you something important about... more

Picture this. You are sitting in a leadership meeting reviewing your AI strategy and someone says "we just need to automate more tasks." That is the moment, financial advisor coach Ray Sclafani says, when you should hear the faint piano music from We... more

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For most advisory firm founders, letting go without losing control feels like an impossible balance, but in this episode of Building The Billion Dollar Business, financial advisor coach Ray Sclafani makes a compelling case that the tension between le... more

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Every advisory firm has next generation leaders who execute brilliantly. They show up, manage complexity, free up founders, and keep the business running. But execution alone does not build a lasting firm. In this episode of Building the Billion Doll... more

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Recent Guests

Joe Olson
Partner and COO at Luminate
Luminate
Episode: Project Management Is Soul-Sucking Until You Understand What It Actually Does
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; expert in wealth management growth, leadership, and practice optimization

Reviews

4.9 out of 5 stars from 172 ratings
  • Deeply entrenched wisdom

    Ray has his hands deep digging deep in the soil of our business to harvest the best wisdom as plant the best seed of growth.

    Apple Podcasts
    5
    linccampbell
    United Statesa month ago
  • Thought Provoking

    Ray’s podcast is a must-listen for financial advisors. If you aspire to improve yourself and your firm, you need to start here. Each podcast is timely, well thought out, and extremely relevant. The podcasts are only a few minutes long but provoke me to think for hours on each given subject

    Apple Podcasts
    5
    JPiszko
    United States2 months ago
  • Every advisor should make this a must listen!

    Ray is a thought leader in the Wealth Management industry and this podcast should be on every advisor’s podcast playlist. Perfect timing for a quick commute listen and always impactful insights!

    Apple Podcasts
    5
    barefootbeach
    United States3 months ago
  • Encouraging with content

    I’ve always enjoyed hearing what Ray is working on. This last episode on White Space was very encouraging as I head out for a personal planning retreat for a week.

    Apple Podcasts
    5
    dlagerborg
    United States3 months ago
  • Relevant and right sized!

    Ray does a tremendous job delivering relevant topics that are right sized to get my mind thinking about a specific area to lead our firm more effectively! We have our leadership team listen every Tuesday morning and share takeaways as a voice memo through a group text. This is a standard for my weekly learning and thinking!

    Apple Podcasts
    5
    B Strope
    United States3 months ago

Listeners Say

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

Concise, actionable takeaways every episode
Thought-provoking and practical for advisors
Great for team learning and leadership development
Consistently high-quality insights on growth and leadership
A reliable source for strategic frameworks in advisory firms

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Talking Points

Recent interactions between the hosts and their guests.

The Six Ways to Fuel Organic Growth
Q: How might you better define and measure organic growth?
Develop a five-year growth forecast and improve methods for institutionalizing lead generation.
The Six Ways to Fuel Organic Growth
Q: What's the one change you would want to implement in your marketing or messaging?
Find ways to resonate more with next-generation clients by updating marketing strategies.
The Six Ways to Fuel Organic Growth
Q: Who on your team consistently contributes to growth?
Understanding each team member's strengths can help better align roles and responsibilities.
The Six Ways to Fuel Organic Growth
Q: What step in your new client acquisition process requires the most attention right now and why?
Advisors should consider identifying and addressing gaps in their client acquisition strategies.
Why Leadership Bench Strength Determines an RIA’s Future
Q: What options would you like to have in the future that you are not actively building today?
A reflection on proactive measures to create opportunities and choices for the future of the firm.

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?

This show targets financial advisors and wealth-management firms seeking practical, growth-focused guidance. Episodes mix disciplined growth playbooks, leadership development, client acquisition, and operational improvements with actionable steps you can apply to scale a firm without over-reliance on market conditions. A notable strength is its concise, topic-driven format (often 10–20 minutes) that pairs strategic frameworks with real-world leadership and team-building insights, making it helpful for owners and leaders aiming to build durable, client-centered practices.

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

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

Building The Billion Dollar Business launched 2 years ago and published 104 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Building The Billion Dollar Business?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on Building The Billion Dollar Business?

Recent guests on Building The Billion Dollar Business include:

1. Joe Olson
2. Matt Barthel
3. Liz Nesvold
4. Jeff Brown
5. Tony Parr
6. Jeff Price
7. 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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