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.
In these programs, SCI strives to provide a quality experience throughout its collaborative approach. From providing value in its weekly educational workshops to offering social events which supports an organic and natural approach to networking, SCI is predicated on the premise of serving its constituents at its highest level.
As a Wealth Advisor, SCI offers 4 ways to get started in building that mutual relationship with the Institute. For a more in depth look at each program, click on the links below:
4. Wealth Advisor Practice Assessment
If you would like to learn more how to get involved with SCI and its programs, contact Executive Director, Shelley Lightfoot at 858-200-1911 or email at sl@scinstitute.org