February 19, 2013

Heritage Planning and Multi-Generational Planning

Traditional planning has failed to keep families and their fortunes together for three or more generations - and that has been true for centuries all over the world.

January 22, 2013

Marketing for Financial Advisors, Lawyers, CPA’s, and many more through Expectation Marketing

Setting the stage for rapport in larger business events, cocktail conversations, private social events, and first business meetings often leads to larger engagements.  But the two most common questions are “What do I say?” and &ldquo

January 18, 2013

Watch footage from last years event: The Gathering 2012

If you have not had the chance to come to our annual The Gathering event, here is a video presentation of The Gathering 2012.

January 15, 2013

Join us at The Gathering 2013 in February 21 & 22

The Southern California Institute invites you to The Gathering 2013 event hosted by the Laureate Center for Wealth Advisors.  This w

January 11, 2013

Digital Education Director Rob Pene and wife welcomes Twins into the family

As the new year kicks off, we are excited to share that our Director of Digital Education and Communications, Rob Pene, and his wife have two baby twins girls to be grateful for.

January 8, 2013

Are you available Thursday afternoons between 2pm-5pm this January?

Thursday Insights has been a staple program for SCI for over 10 years.  And we are running strong into 2013.  If you have not made it to one of our programs, feel free to browse through the upcoming schedule and come to visit.

January 4, 2013

Collaborative learning in enhancing your Professional relationships

The Southern California Institute champions collegial relationships through our various programs.  Here is a list of items that we focus on when we think about what collegiality and collaboration looks like:

December 28, 2012

2012 Behind-The-Scenes Bloopers Highlight Reel

The 2012 year has been a year we are grateful for.  We've had the opportunity to host numerous educational events, business social events, business gatherings, etc...which has given us the unique chance to meet new people and maintain relati

December 21, 2012

Offering advanced knowledge you can share with your clients

The Southern California Institute shares uncommon knowledge, insights, and practical know-how at every level of educational need - from the beginning practitioners to post doctoral experts - all the while stressing the how-to of a 

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