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

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.