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Digital Education Director Rob Pene and wife welcomes Twins into the family
As the new year kicks off, we are excited to share that our Director of Digital Education and Communications, Rob Pene, and his wife have two baby twins girls to be grateful for. Congratulations to...
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Join us at The Gathering 2013 in February 21 & 22
The Southern California Institute invites you to The Gathering 2013 event hosted by the Laureate Center for Wealth Advisors. This will be the 9th annual Gathering event, which promises to be another...
View ArticleWatch footage from last years event: The Gathering 2012
If you have not had the chance to come to our annual The Gathering event, here is a video presentation of The Gathering 2012. With over 200 people in attendence over a span of 2 days with educational...
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Marketing for Financial Advisors, Lawyers, CPA's, and many more through...
**A Behind the Conversation series special** Session 1: Expectation Marketing Setting the stage for rapport in larger business events, cocktail conversations, private social events, and first...
View ArticleHeritage Planning and Multi-Generational Planning
In this session of Thursday Insights presented by John Jenkins and Marty Dutch, the topic of Heritage Planning is covered. Below are some of the highlights of the Thursday Insights session....
View ArticleAttorney Stephanie Downer of the Strazzeri Mancini law firm in San Diego, CA.
Stephanie Downer is currently the Managing Attorney for the Wealth Strategies Planning Department, the Contested Matters Department, Family Counselor Department, and assists the FamilyCare™ Estate and...
View ArticleGrow your practice with the SCI Wealth Advisor Partnering Program
The Wealth Advisor Partnering Program gives advisor a deeper relationship with the Southern California Institute. The partnering program allow for advisors to have an opportunity to clarify their...
View ArticleTrey Fairman of Highland Capital Brokerage
Trey Fairman, as the Managing Principal of the Highland Capital Brokerage-San Diego office, Trey Fairman partners with independent and institutional financial advisors helping them increase...
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St. Patrick's Day Mixer at Thursday Insights
SCI Spring Quarterly Mixer - A St. Patrick's Day Celebration Thursday, March 14, 2013 2:30 - 4:00 PM The Southern California Institute Located at: 3636 Nobel Drive, Suite 450, San Diego, CA 92122...
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9 ways to enhance your Estate Planning Practice in 2013
The Southern California Institute is very excited to provide this unique opportunity for Estate Planning Attorneys to compare and contrast various services such as marketing, drafting software,...
View ArticleThe Balanced Life: A Clarity Retreat in Hawaii
What are the building blocks of and the stumbling blocks to integrated health - mental and physical - and wealth? Through the collaborative effort of the Cushman Wellness Center-SHARP Memorial...
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What Now for Estate Planning Attorneys and Their Practice [PHOTOS]
The Southern California Institute hosted an exciting and unique opportunity for Estate Planning Attorneys to compare and contrast various services such as marketing, drafting software, practice...
View ArticleUtilizing CURIOSITY as a tool to engage potential clients
In this video, SCI fellow and Co-Founder Joe Strazzeri, shares with you one of the ways that you can use a form of "curiosity" to engage potential clients or their professional advisors for the purpose...
View ArticleStorytelling and Parables are VERY effective strategies in client meetings
A parable is an allegorical story designed to teach a lesson or communicate a principal. In this session, you will learn 2 types of highly effective parables, how to differentiate between the two, and...
View ArticleLearn how to partner with SCI to grow your business and practice
Whether your need or desire is wealth planning education, collaborative relationship building opportunities, or partnering to help refine your practice, SCI has a program that can help. In this program...
View ArticleDigital Education Corner: Contact information for Facebook, LinkedIn, Twitter
For many people who utilize Social Media for their business, or for those who just started, there will come a time in which you will need to consult directly with a particular social media platform to...
View ArticleUsing real estate as an Investment to engage your clients
Every thursday, at the SCI office we host an educational workshop or seminar that features leading experts in a variety of fields. This particular week, we had the privilege of having Real Estate...
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Health Care Reform 101 with Kristin Kahle at Thursday Insights
Kristin Kahle is a Certified HealthCare Reform Specialist (CHRS), she is currently the Senior Vice President and General Manager for Benefits eXchange Alliance (BXA) and runs the San Diego and Hawaii...
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On-Page Optimization as a Sample Marketing Plan for Financial Advisors
In this post, many Financial Advisors who are interested in boosting their online presence can appreciate the depth and structure of this online sample marketing plan I will share with you. After...
View ArticleIn case you missed it: April Thursday Insights programs available in Digital...
Here at Southern California Institute, one of the programs we are widely know for is an edcuational and networking program called Thursday Insights. In the month of April, we offered a stellar lineup...
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