Counselor Days

Counselor Days are one of several programs offered through the Southern California Institute (SCI) to institutions and their advisors participating in the Practice Developer Programs (PDP). SCI shares a counselor at your firm for a day to help professionals increase their client marketing, interaction, and relationships through group “Stump the Counselor” gatherings and individualized “Advisor Focus Sessions.”

  • Attract New Clients
  • Engage Current Clients with Additional Opportunities
  • Re-Approach and Engage Prospective Clients
  • Increase Cross Referral and Collaborative Opportunities

Counselor Days offer advisors individualized attention to help attract new clients, engage current clients with additional opportunities, and re-approach and engage prospective clients. Counselor Days also offer advisors and the institutions hat they work within the “Language and Tools” to increase revenues, cross referrals, and collaborative opportunities.

As part of a Counserlor Day, Stump the Counselor is an advisor group lunch/wine and cheese gathering, sponsored by SCI, where management and advisors are encouraged to ask questions, general or specific, regarding a client situation, the current economic times, new law, and variations of legal/financial strategies. As a free flowing brainstorming session, Stump the Counselor offers advisors opportunities to keep up in today’s ever changing financial, legal, tax, and asset protection landscape.

My Client
Client, Advisor, and Counselor review client documents, situations, concerns, possible solutions and advisor opportunities.

My Book of Business
Advisor and Counselor review client files and situations for revenue opportunities that help clients in today’s market.

Our Study Group
One to a group of Advisors and Counselor share and understand legal, tax, financial, and technical topics chosen by Advisor.

– A single conference room for the day
– The manager’s assistant that creates and keeps the schedule
Click here for a grid of the schedule to use
– A work station for the Counselor’s assistant that day
– The group conference room for “Stump the Counselor” times.

 

 

Click here to view scheduled upcoming Counselor Days

Click here to schedule a Counselor Days

 

Enhancement Options

The Southern California Institute helps Wealth Advisors and clients through Successful Family and Business Owner Events, Wealth Advisor Education Programs, Wealth Advisor Partnering Programs, and Speakers Bureaus.