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Ray Sclafani
Founder and CEO at ClientWise. Host of The Way Forward podcast.
Best podcasts with Ray Sclafani
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Aug 13, 2025
• 33min
The 10% Rule: The New Rule of Organic Growth
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Ray Sclafani, Founder and CEO of ClientWise, shares his insights on achieving organic growth for advisory firms. He introduces the '10% rule' for net new assets and emphasizes the importance of distinguishing between new client acquisition and existing client growth. Ray discusses the necessity of appointing a Growth Czar and leveraging referrals, which he identifies as a primary growth engine. He advocates for personalized client engagement and specialized expertise, offering strategies to track relationship value and optimize marketing efforts.
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