PC 101: Are You Referable?-The Practice Experience
PC 102: The Initial Visit-Listening to Close
PC 103: Team Teaching-One on One and to Groups
PC 104: Attracting and Working with Affluent Families and Business Owners
PC 105: Asset Protection Planning Ethics and Fraud
PC 106: Understanding and Designing Your Future Practice

Course Descriptions


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.