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    Business Builders Academy™  ·  Signature Coaching Program

    Grow Revenue.
    Maximize Enterprise Value.

    You've worked incredibly hard to build a successful practice, but we know you are not most advisors.You know there is more. Business Builders Academy™ is the first-of-its-kind quarterly coaching program for advisors committed to building scalable, transferable businesses.

    "Our mission: to engage advisors genuinely dedicated to serving families for generations, committed to building true teams, and focused on maximizing enterprise value."

    Schedule No Pressure Informational Call → Download Program Factsheet
    6
    Program
    Levels
    250+
    Proprietary
    Tools
    ICF
    PCC & MCC
    Certified Coaches
    ClientWise 20 Years
    Advisors From
    Northwestern Mutual Edward Jones LPL Financial Wells Fargo Financial Network Independent RIAs
    ✓ ICF-Certified Coaches Only
    Advisors in a BBA coaching workshop
    But You're Not Most Advisors

    Built for Those Who Envision More

    "If you want to go fast, go alone. If you want to go far, go together."

    You've evolved through changing markets, shifting regulations, and increasing client demands. Most advisors settle back and rely on incremental growth. You're not most advisors. We designed BBA™ precisely for advisors who crave meaningful growth and are deeply committed to maximizing the long-term value of their enterprise.

    →What's the optimal way to build a truly interdependent team?
    →How do I transition from lone ranger to leader?
    →How do I institutionalize sales, marketing, and operations?
    →What strategies will most impact my enterprise value and succession?
    See My Path Forward →
    Hear From Our Founder

    What Is the Business Builders Academy™?

    Watch Ray Sclafani, Founder & CEO of ClientWise, explain how BBA transforms advisory practices.

    Video thumbnail

    Ray Sclafani — Founder & CEO, ClientWise

    Replace the thumbnail above with your YouTube embed — see comment at top of this section's HTML.

    The Business Builders Academy™ Program Levels

    Where Are You in Your Growth Journey?

    BBA places you with non-competing advisors at a similar stage. As your business grows, you advance. Click any level to explore what you'll work on.

    Emerging
    Leader
    Emerging
    AUM <$150MM
    REV <$1.5MM
    Owners: 1
    Team: 2
    Level 1
    Master
    Leader
    Master
    AUM $150–$300MM
    REV $1.5–$3MM
    Owners: 1
    Team: 3–7
    Level 2
    Enterprise
    Leader
    Enterprise
    AUM $300–$750MM
    REV $3–$7.5MM
    Owners: 1
    Team: 7+
    Level 3
    Ensemble
    Leaders
    Ensemble
    AUM $100–$500MM
    REV $1–$5MM
    Owners: 2–3
    Team: 5–15
    Level 4
    Enterprise
    Ensemble
    Ent. Ensemble
    AUM $500MM–$1B
    REV $3–$10MM
    Owners: 3–5
    Team: 15–25
    Level 5
    Super
    Ensemble
    Super Ensemble
    AUM $1B+
    REV $10MM+
    Owners: 5+
    Team: 25+
    Level 6 ⭐
    Emerging Leader
    Individual Practice · Level 1

    Emerging Leaders share an entrepreneurial spirit and commitment to improving growth and efficiency. You have a vision of being CEO of an enterprise and a desire to build interdependent teams — but need the guidance to get there.

    AUM: <$150MM
    Revenue: <$1.5MM gross
    Owners: 1
    Team: 2 members
    Apply at This Level →
    Emerging Leaders Core Concepts™
    →Value statement & capabilities deck
    →Business branding & framing
    →Building loyal client advocates
    →Segmenting your client base
    →3-year strategic business plan
    →Team evaluation & next-hire planning
    →Business financials & revenue triggers
    →Visioning your future business & team
    Master Leader
    Individual Practice · Level 2

    You've built a holistic wealth management business but still operate like a lone ranger. Seeking to transition into a true CEO role, build a self-sufficient team, and implement a succession plan.

    AUM: $150MM–$300MM
    Revenue: $1.5MM–$3MM
    Owners: 1
    Team: 3–7 members
    Apply at This Level →
    Master Leaders Core Concepts™
    →Client & professional network advocacy
    →Collaborative feedback methods
    →Time & activity management
    →Assessing talent & team gaps
    →Leadership development tools
    →Framing future outcomes
    →Enterprise value — growing it
    →Succession planning steps
    Enterprise Leader
    Individual Practice · Level 3

    Having built a large, robust enterprise, your focus is strategic decision-making — clarifying your future role, scaling capacity, ensuring sustainability, and maximizing enterprise value.

    AUM: $300MM–$750MM
    Revenue: $3MM–$7.5MM
    Owners: 1
    Team: 7+ members
    Apply at This Level →
    Enterprise Leaders Core Concepts™
    →Define your personal & business legacy
    →Creating a strong 5-year plan
    →Co-create team development plans
    →Successful strategic team meetings
    →Multi-generational client service plan
    →Amplifying human capital
    →Financial Valuation Maximizer™
    →Core Values Culture™ implementation
    Ensemble Leaders
    Multi-Owner Firm · Level 4

    Rather than operating as separate practices, newer ensembles must develop systems, structures, and processes that promote a collaborative team and foster a consistent client experience.

    AUM: $100MM–$500MM
    Revenue: $1MM–$5MM
    Owners: 2–3
    Team: 5–15 members
    Apply at This Level →
    Ensemble Leaders — Areas of Focus
    →Collaborative team systems
    →Consistent client experience
    →Defined leadership structure
    →Processes that scale across owners
    →Governance & partner agreements
    →Aligning strategic priorities
    →Shared performance metrics
    →Unified client acquisition strategy
    Enterprise Ensemble
    Multi-Owner Firm · Level 5

    With multiple leaders at the helm, it's challenging to grow in the same direction while keeping quality consistent. Enterprise ensembles must dedicate time to constructive conversations and strategic planning.

    AUM: $500MM–$1B
    Revenue: $3MM–$10MM
    Owners: 3–5
    Team: 15–25 members
    Apply at This Level →
    Enterprise Ensemble — Areas of Focus
    →Right growth strategy for ensemble
    →Scaling while maintaining quality
    →Constructive multi-leader conversations
    →Strategic planning with 3–6 owners
    →Aligning a larger leadership group
    →Increasing profitability at scale
    →Maximizing talent across larger team
    →Ensemble-level succession planning
    Super Ensemble
    Multi-Owner Firm · Level 6 ⭐

    Ensembles with six or more owners face unique challenges and opportunities. Without the right systems and repeatable procedures, the client experience can become inconsistent and leaders can pull employees in conflicting directions.

    AUM: $1B+
    Revenue: $10MM+
    Owners: 5+
    Team: 25+ members
    Apply at This Level →
    Super Ensemble — Areas of Focus
    →Structure for 6+ owner firms
    →Repeatable client experience
    →Maximizing profitability at scale
    →Leadership alignment across owners
    →Showcasing deep bench of expertise
    →Resource allocation without erosion
    →Peer-to-peer learning at highest level
    →Customized coaching relationships

    Not Sure Which Level Is Right for You?

    Speak with a ClientWise advisor coach — we'll help you find your starting point.

    Call (800) 732-0876 Apply Now →
    Business Builders Academy – Idea 2 Mockup
    The Professional Advisory Model™

    A Proven Model.
    A Clear Path. Extraordinary Results.

    The Professional Advisory Model™ is the framework and the Business Builders Academy™ is how you implement it alongside peers building firms just like yours.

    How The Professional Advisory Model™ Was Created

    The Professional Advisory Model™ was developed after interviewing thousands of financial advisors, teams, and Registered Investment Advisors. Those interviewed had a minimum of 10 years of experience, more than $250M in assets under management, and $3M+ in annual revenue.

    The Professional Advisory Model™ was built to support the additional needs associated with the sophistication of this type of team model. As teams scale and grow, there is a greater need for the institutionalization of the most human elements of your business. Those needs are reflected in our exclusive PAM™.

    1 of 7

    Organizing Priorities

    Organizing and managing priorities is a necessity for every top-performing financial advisory practice.

    ClientWise helps advisors determine their organizational goals and priorities across the entire PAM,™ and create an accountability schedule to adhere to them.
    What You Get Inside BBA™

    Coaching. Community. Content. Academy.

    Every BBA membership combines four pillars that work together to deliver sustainable, measurable results — for any level, any stage.

    01
    ClientWise Coaching™
    A pure partnership with an ICF-certified PCC or MCC coach matched to your practice size and complexity. Individual, team, leadership, and ensemble coaching available.
    02
    Quarterly Workshops
    Meet quarterly with your cohort of non-competing peer advisors. Real-time strategy work led by a ClientWise professional, customized to your group's most pressing challenges.
    03
    ClientWise eXchange™
    The first-of-its-kind interactive practice management platform: 250+ proprietary tools, peer community, private workshop groups, and ICF-certified coach access.
    04
    Peer Accountability
    Your cohort's private group space holds you accountable between workshops. Discuss challenges, review learnings, and hold each other to commitments.
    The ClientWise Difference

    Why ICF-Certified Coaching Changes Everything

    Unlike many advisory coaches who lack third-party credentialing, every ClientWise coach holds a PCC or MCC designation from the International Coaching Federation — the globally recognized standard. Hear from advisors who've experienced the difference firsthand.

    Start Your Application →
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    Advisor Testimonials — Real Results

    From the Advisors

    In Their Own Words

    "
    ClientWise was the first organization from a coaching perspective that helped us think and work on the business itself — not just in it.
    Scott Sparks
    Sparks Financial
    Business
    Architecture
    "
    I have been with ClientWise for 13 years now. It has been the one coaching relationship where we have not outgrown the coaches. They grow with you.
    Scott Underwood
    Socium Advisors
    13 Years &
    Counting
    "
    ClientWise has really helped us identify what needed to have a framework, a process, and a system around it — in order for it to be used throughout the company.
    Kay Lynn Mayhue
    Merit Financial
    Systems &
    Process
    "
    ClientWise does a very good job of helping you think through where you should be going. It's allowed us to more naturally grow from a clientele perspective.
    Tracy Vandyke
    Northstar
    Client
    Growth
    Included with Every BBA Membership

    The ClientWise eXchange™

    A first-of-its-kind interactive practice management platform that connects you with coaches, content, and peers — 365 days a year, not just at quarterly workshops.

    250+ pieces of proprietary practice management content
    Private workshop group for peer accountability between sessions
    Real-time news feed — pose questions, share best practices
    ICF-certified coaches who work with Barron's ranked advisors
    Thought leadership from industry and wealth management experts
    Get Access with BBA →
    250+
    Pieces of proprietary practice management content
    90-Day Professional Planner™Team Business Plan Assessment™Hiring for Enterprise Value™Building Loyal Client Advocates™SWOT Analysis & ROCS Decisions™Professional Advocate Approach™State of Your Team Assessment™Defining Your Future Team™Client Acquisition Strategy™99 Ideas for Acquiring New Clients™4 Levels of Lead Advisors™Lone Ranger to Leader™
    The Turning Point

    Most Firms Plateau. BBA Firms Break Through.

    ⚠ Without a Business Operating System
    Flat AUM growth for 2–3+ years
    Reactive strategy, not proactive planning
    Owner remains the bottleneck
    Team misalignment and inconsistent execution
    No clear succession plan or enterprise value strategy
    Reliance on slow incremental growth
    ✓ After the Business Builders Academy™
    Clear strategy and consistent execution
    Interdependent team — owner steps into CEO role
    Scalable systems for sales, marketing, and operations
    Strong accountability culture across the entire firm
    Maximized enterprise value — succession-ready
    Revenue growth and profitability year over year
    Frequently Asked Questions

    Everything You Need to Know

    BBA is ClientWise's flagship intensive coaching program. Advisors meet quarterly in cohort workshops facilitated by ICF-certified coaches to grow revenue, build teams, and maximize enterprise value. Members also access the ClientWise eXchange™ year-round.
    BBA serves six levels — from Emerging Leaders (AUM <$150MM) through Super Ensembles ($1B+). All members must be coachable, collaborative, and committed to meaningful growth beyond incremental gains.
    BBA members meet quarterly for collaborative, coach-facilitated workshops. Between sessions, the ClientWise eXchange™ keeps your cohort connected with a private group space, content library, and coach access.
    Yes. Every ClientWise coach holds a Professional Certified Coach (PCC) or Master Certified Coach (MCC) designation from the International Coaching Federation — the globally recognized standard.
    Ensemble Leaders are two-owner firms building collaborative systems. Enterprise Ensembles (3–5 owners) focus on strategic alignment and scaling. Super Ensembles (5+ owners) focus on organizational structure and profitability at scale.
    Absolutely. As your business grows and you meet the criteria for the next level, you advance from Emerging Leader all the way through Super Ensemble. ClientWise coaches help identify when you're ready.
    The eXchange™ is an interactive practice management platform with 250+ proprietary tools, a private workshop group, peer community, and ICF-certified coach access — included with BBA membership.
    Call (800) 732-0876, email info@clientwise.com, or click Apply Now. Cohort sizes are intentionally limited to ensure quality peer dynamics. Applications reviewed on a rolling basis.
    Get Clear. Get Focused. Get Results.™

    Ready to Build the Firm

    You Know You're Capable Of?

    Join a community of lifelong learners committed to growing revenue, increasing profitability, building teams, and maximizing enterprise value. Guided by ICF-certified ClientWise coaches every step of the way.

    Apply to Business Builders Academy™ → Call (800) 732-0876

    Cohort sizes are limited · No commitment required · Applications reviewed on a rolling basis

    🌐 clientwise.com ✉️ info@clientwise.com 📖 clientwise.com/blog
    🏛 ICF PCC & MCC Certified Coaches 🔒 Non-Competing Advisor Cohorts 📋 20 Years Building Firms That Last 🎯 Enterprise Value Focused ⭐ 6 Program Levels