April 9, 2013

Storytelling and Parables are VERY effective strategies in client meetings

A parable is an allegorical story designed to teach a lesson or communicate a principal. In this session, you will learn 2 types of highly effective parables, how to differentiate between the two...

April 2, 2013

Utilizing CURIOSITY as a tool to engage potential clients

In this video, SCI fellow and Co-Founder Joe Strazzeri, shares with you one of the ways that you can use a form of "curiosity" to engage potential clients or their professional advisors for the purpose of taking the interaction and relationship into a

March 26, 2013

What Now for Estate Planning Attorneys and Their Practice [PHOTOS]

The Southern California Institute hosted an exciting and unique opportunity for Estate Planning Attorneys to compare and contrast various services such as marketing, drafting software, practice management, communication software, and education programs -
March 18, 2013

The Balanced Life: A Clarity Retreat in Hawaii

What are the building blocks of and the stumbling blocks to integrated health - mental and physical - and wealth? Through the collaborative effort of the Cushman Wellness Center-SHARP Memorial Outpatient Pavilion and SCI, The Balanced Life Retreat gives a
March 12, 2013

9 ways to enhance your Estate Planning Practice in 2013

The Southern California Institute is very excited to provide this unique opportunity for Estate Planning Attorneys to compare and co

March 8, 2013

St. Patrick’s Day Mixer at Thursday Insights

Thursday, March 14, 2013 2:30 - 4:00 PM

The Southern California Institute
Located at: 3636 Nobel Drive, Suite 450, San Diego, CA 92122
March 1, 2013

Meet Trey Fairman

Trey Fairman, partners with independent and institutional financial advisors helping them increase productivity by providing insurance-based solutions to their

February 26, 2013

Grow your practice with the SCI Wealth Advisor Partnering Program

The Wealth Advisor Partnering Program gives advisor a deeper relationship with the Southern California Institute.  The partnering program allow f

February 22, 2013

Attorney Stephanie Downer of the Strazzeri Mancini law firm in San Diego, CA.

Stephanie Downer is currently the Managing Attorney for the Wealth Strategies Planning Department, the Contested Matters Department, Family Counselor Departme