Trilogy Practice Developer Program

Tax Planning No-Brainers for Business Owners; presented by Trey Fairman, AIF®, J.D., LL.M.

Through our extensive institutional program options, SCI works with groups of professionals to increase their knowledge and relationship skills in order to facilitate stronger and more complete planning packages for their clients’ futures. The Practice Developer Program offers advisors “Language and Tools” that attract new clients, engage current clients with additional opportunities, and re-approach and engage prospective clients. The PDP also offers advisors and the institution they work within the “Language and Tools” to spot issues, increase cross referrals, and capture overlooked opportunities