April 26, 2013

Health Care Reform 101 with Kristin Kahle at Thursday Insights

Kristin Kahle is a Certified HealthCare Reform Specialist (CHRS), she is currently the Senior Vice President and General Manager for Benefits eXchange Alliance (BXA) and runs the San Diego and Hawaii office.

April 23, 2013

Using real estate as an Investment to engage your clients

Using real estate as an investment to enage your clients and Understanding your clients' goals/objectives will be a key factor in your conversation with them.

April 16, 2013

Digital Education Corner: Contact information for Facebook, LinkedIn, Twitter

For many people who utilize Social Media for their business, or for those who just started, there will come a time in which you will need to consult directly with a particular social media platform to address an issue only they can answer.

April 12, 2013

Learn how to partner with SCI to grow your business and practice

Whether your need or desire is wealth planning education, collaborative relationship building opportunities, or partnering to help refine your practice, SCI has a program that can help.

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