Shelley, Joe, and David will share with you an overview of who the Southern California Institute is and how it helps others advisors. They will describe variety of programs hosted by SCI which occur on a weekly, monthly and annuual basis, such as The Gathering. Joe and David will highlight The Laureate Program and how it can help you grow your practice and work with higher net worth Clients, and the Advisors they work with. ning is the same and where the pitfalls and nuances of opportunities exist for us to help these sometimes complicated clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Shelley Lightfoot, Joseph Strazzeri, Esq., and David K. Cahoone, Esq.