If you are a wealth advisor, there are four easy ways to get involved with SCI:

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Thursday Insights

Come to one of our complimentary Thursday Insights programs held each Thursday (except in Dec) and choose one of our different locations. Connect, collaborate and learn with other wealth advisors on specialized topics.

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California Forums

Join us for a 1-2 day wealth education event at a cost of around $100 a day. These events concentrates on the new topics that have materialized in California’s laws, and new financial planning strategies and techniques developed over the previous year. California Forums are an opportunity for financial professionals and advisors to share techniques, business processes, and personal experiences for a collaborative educational experience.


Signature Event Planning

For a fee starting at $2,000, SCI’s professional event planning team will collaborate with Wealth Advisors to brainstorm, identify, create, coordinate, and implement memorable client or advisor centered events. Create community and an experience to inspire action within your audience through a variety of topics, expert co-presenters, food & beverage selections, and unique venue options customized to your practice, audience, and outcome desires.


Wealth Advisor Practice Assessment

For a fee starting at $2,500, engage the experts at SCI to review your methods to attract, engage, and work with wealth planning clients. Have us design a plan to match your desires regarding sales, client relationships, and your performance team. Additionally, consider engaging SCI for a Wealth Advisor Practice Enhancement to begin the implementation process of your enhanced practice.

To explore how SCI may be right for you, just give Shelley Lightfoot a call at 858-200-1911. Where appropriate, we will request your marketing materials and schedule an Understanding Your Practice two-hour meeting for us to gain a 1st blush understanding and possible recommendations and/or opportunities for your practice.