You've Been Framed: How to Reframe Your Wealth Management Business and Renew Client Relationships

Praise for YOU'VE BEEN FRAMED

"Today's wealth advisory market is a dichotomy of challenge and opportunity. While wealthy American families have a greater need now than ever before for financial advice, they are also more empowered than ever to judge the quality of their advisor, and they have more options than ever before to replace someone not meeting their needs. In this context, Sclafani's thesis in You've Been Framed provides vital groundwork and insight for aspiring advisors in any channel to better define—and deliver upon—their value proposition for clients. The ideas in this book are actionable, astute, and incredibly useful. Bravo!"
—Sterling Shea, Managing Director, Head of Advisory Programs, Barron's

"Who's more important to an advisory firm's growth: clients or staff? Ray Sclafani provides the surprisingly nuanced answer plus the strategies to propel a firm's constituents toward shared success."
—Jamie Green, Editor, Investment Advisor and ThinkAdvisor.com

"It's never too late to become even better at your craft. Financial advisors at any stage of their career, in any business model, need to reframe for tomorrow. You've Been Framed is a comprehensive collection of best practices for reframing for success in a changing industry. It will coach you through the transition to build a lasting foundation, while Sclafani's perspective and passion will accelerate your professional and personal success!"
—Craig D. Pfeiffer, Founder & CEO, Advisors Ahead, LLC

"Northwestern Mutual's wealth management advisors strive to be at the center of their clients' financial lives, and Ray Sclafani helps them get there. He understands building relationships that carry forward through multiple generations, and he shows top advisors how to make a real difference in the life of the client. Advisors who are driven to do meaningful work can learn from Ray."
—Beth Rodenhuis, Sr. Vice President, Field Strategy & Services, Northwestern Mutual