Foreword

When I first met Ray Sclafani in the early part of this century, he was leading the wholesaling team for Alliance Bernstein’s mutual funds. He struck me as an earnest, caring, driven executive who was confident in his abilities but not naïve enough to think he had all the tools necessary to be truly great. In other words, he was a perfect student.

Since then, I have had hundreds of interactions with Ray both personally and in combination with the clients he has served. I was there in the beginning as he started to frame out his business structure for his new business, ClientWise. Since then, he has helped hundreds of financial professionals transform the way they organize their practices and consciously execute a plan.

I was struck by his willingness to hear feedback with an open attitude and his commitment to making decisions based on these ideas. I found him to be one of the hardest-working people in this business, who never settled for mediocrity and who never tolerated being average. Interestingly, this is the basic tenet of his book, You’ve Been Framed.

Ray is able to draw on his many years in business development, management, and ownership to craft a compelling narrative for entrepreneurs seeking to get to a new level of fulfillment with their firms. I found his modular approach to helping advisors evaluate, address, and resolve challenges to be especially thoughtful. It allows readers to contemplate a question, then refer back to the relevant sections of the ...

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