Typical Yearly Practice Enhancement

“Capitalize on the results from your assessment – a marketing booster shot for your practice to drive new advisor and client relationships for firm revenue.”

As contracted:

• Branding – clarification and refinement
• Signature Events – Stewardship
• One to three FamilyCare™ Workshops
• One to three Counselor Days in your office
• One ½ day of Multi-Disciplinary Team Training
• One ½ day CE event for professional alliances
• Two-day Inspiring Message
• Two-day Performance Team
• Marketing Packages

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.