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Artwork for Building The Billion Dollar Business

Building The Billion Dollar Business

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

PublishesWeeklyEpisodes85Founded2 years ago
Number of ListenersCategories
EntrepreneurshipBusiness

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Artwork for Building The Billion Dollar Business

Latest Episodes

As the year comes to a close and ClientWise marks 20 years in business, Ray Sclafani shares a thoughtful year-end leadership reflection on what it truly takes to build an enduring wealth management firm.

In this short, reflective episode of Building... more

In this episode of Building the Billion Dollar Business, Ray Sclafani dives into how financial advisors can turn strategy into action using a Sorkin-style approach. Rather than relying on thick slide decks or polished documents, Ray emphasizes that s... more

YouTube

In this episode of Building the Billion Dollar Business, Ray Sclafani dives into the strategies that top advisory firms use to level up their teams. Discover how feedback, self-reflection, and merit-based career paths drive engagement, performance, a... more

YouTube

In this episode, Ray explores one of the most overlooked leadership disciplines in advisory firms: off-boarding with intention, respect, and alignment. While most teams invest heavily in creating world-class onboarding experiences, few bring the same... more

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Accepts Guests
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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 158 ratings
  • 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 States2 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 States3 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 States4 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 States4 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 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.

A Sorkin-Style Approach to Strategy and Execution for Financial Advisors
Q: What decision are you willing to make even without complete agreement because the future demands it?
Leaders must be willing to make decisive calls that influence future direction despite disagreement.
A Sorkin-Style Approach to Strategy and Execution for Financial Advisors
Q: Who in your firm needs to challenge assumptions at the next retreat?
Identifying next-gen advisors who can assist in challenging outdated beliefs.
A Sorkin-Style Approach to Strategy and Execution for Financial Advisors
Q: What uncomfortable truth must be included in your strategy so your team truly believes it?
Incorporating the hard truths ensures accountability and transparency within the team.
A Sorkin-Style Approach to Strategy and Execution for Financial Advisors
Q: If you had to choose one strategic intention for the year ahead, what would you be willing to risk your leadership credibility on?
Identifying a single strategic intention that embodies the commitment to change and direction of the firm.
The Accidental Owner’s Roadmap to Building a Lasting Firm
Q: Which step in our client acquisition process requires the most attention right now and why?
Identifying the specific step in the client acquisition process that needs improvement is key to enhancing overall performance.

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. Kitces and Carl - Real Talk for Real Financial Advisors
2. Barron's Advisor
3. Contrasting Viewpoints with Mark Hurley and Ray Sclafani
4. Animal Spirits Podcast
5. The Compound and Friends

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

Building The Billion Dollar Business launched 2 years ago and published 85 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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