With Ray Sclafani of ClientWISE LLC.(One on One)

Investment News, February, 2007

Byline: Lisa Shidler Advisers know how to discuss retirement issues with their clients, but hiring and firing employees, and running the back office, isn't always their forte. For 12 years, Ray Sclafani, 38, has been coaching advisers about how to manage their practice. Mr. Sclafani, president and founder of ClientWISE LLC of Tarrytown, N.Y., began his career at Alliance Capital Management LP in New York, where he was in management and did some training.

For the past year, he has run his own business, showing advisers how to improve their practices. Advisers go to Mr. Sclafani for help in improving their sales performance and building deeper relationships with clients and business partners. Sometimes the answers to problems and...