 
Come to one of our complimentary Thursday Insights programs held each Thursday (except in Dec) and choose one of our different locations. Connect, collaborate and learn with other wealth advisors on specialized topics.
 
Join us for a 1-2 day wealth education event at a cost of around $100 a day. These events concentrates on the new topics that have materialized in California’s laws, and new financial planning strategies and techniques developed over the previous year. California Forums are an opportunity for financial professionals and advisors to share techniques, business processes, and personal experiences for a collaborative educational experience.
 
For a fee starting at $2,500, engage the experts at SCI to review your methods to attract, engage, and work with wealth planning clients. Have us design a plan to match your desires regarding sales, client relationships, and your performance team. Additionally, consider engaging SCI for a Wealth Advisor Practice Enhancement to begin the implementation process of your enhanced practice. |
The Southern California Institute helps Wealth Advisors and their clients through Successful Family and Business Owner Events, Wealth Advisor Education Programs, Wealth Advisor Partnering Programs, and Speakers Bureaus.