© 2012 The Southern California Institute. All rights reserved.

SCI at a Glance

SCI Helps:SuCCESSFuL FAmILIES

BuSInESS oWnERS

REAL ESTATE oWnERS

InDEPEnDEnT CoLLABoRATIVE ADVISoRS (ICAS)

Wealth Advisor Education Programs

Successful Family and Business Owner Events

Speakers Bureau

Wealth Advisor Partnering Programs

Providing Resources, Education, and Advice

GETTING STARTED FOR WEALTH ADVISORS If you are a wealth advisor, there are four easy ways to get involved with SCI:

Thursday InsightsCome to one of our complimentary Thursday Insights programs held each Thursday (except in December). Connect, collaborate and learn with other wealth advisors on specialized topics.

California ForumsJoin us for a 1-2 day wealth education event at a cost of around $100 a day. These events concentrate on the new topics that have materialized in California’s laws, and new financial planning strategies and techniques developed over the previous year. California Forums are an opportunity for financial professionals and advisors to share techniques, business processes, and personal experiences for a collaborative educational experience.

Signature Event PlanningFor a fee starting at $2,000, SCI’s professional event planning team will collaborate with Wealth Advisors to brainstorm, identify, create, coordinate, and implement memorable client or advisor centered events. Create community and an experience to inspire action within your audience through a variety of topics, expert co-presenters, food and beverage selections, and unique venue options customized to your practice, audience, and outcome desires.

Wealth Advisor Practice AssessmentFor a fee starting at $2,500, engage the experts at SCI to review your methods to attract, engage, and work with wealth planning clients. Have us design a plan to match your desires regarding sales, client relationships, and your performance team. Additionally, consider engaging SCI for a Wealth Advisor Practice Enhancement to begin the implementation process of your enhanced practice.

To explore how SCI may be right for you, just give Shelley Lightfoot a call at 858-200-1911. Where appropriate, we will schedule an Understanding Your Practice two-hour meeting for us to gain a 1st blush understanding, make

possible recommendations, and/or identify opportunities for your practice.

Successful Family and Business Owner Events

FamilyCare WorkshopsFamilyCare Workshops are informational courses, seminars, and educational series offered to business owners, real estate owners, and families with taxable estates.

Connect with California Wealth AdvisorsFind educators and practitioners who are leaders in their industry, and who will translate the complex into understandable options, and help you and your other wealth advisors create and maintain your wealth strategies plan.

Gone Fishin’ for a Better Business, a Better LifeBond and share experiences with fellow business owners while conducting a 5-day business and fly fishing program in Wyoming.

The Balanced Life, A Clarity Retreat in Hawai’iA week-long Clarity Retreat in Hawai’i, co-sponsored with Sharp Hospital, gives attendees the strategies to harness the power of their health, wealth, and wellness - bringing great balance and harmony to their lives.

Education, Insights

and Useful Topics

Wealth Advisor Education Programs

Thursday InsightsSmall, informal, and diverse groups of individual advisors come together each week to learn from one another, build collegial relationships, and create collaborative opportunities.

Collaborate with California Wealth AdvisorsTo work on collaborative cases together, find Independent Collaborative Advisors (ICAs) who are leaders in their industry, and who will translate the complex into understandable options, work as part of your team, and help you inspire your clients to take action.

California Forums1 or 2 day annual symposiums concentrating on financial, business, estate, and wealth planning topics and strategies.

Practice Developer Programs PDPs are six-month certification programs designed to help advisors find, understand, and communicate revenue opportunities that help clients and customers in today’s market.

Visit www.scinstitute.org to see a calendar of events and register online

“Wealth Strategies Education, Networking, and Collaboration –

In today’s complex world it is more important than ever that we gather together to share insights,

education, and collegiality.

Current Planning Options

for Affluent Clients

Education, Insights

and Useful Topics

Wealth Advisor Practice AssessmentIdentify and contrast the differences, concerns, and opportunities of the reality of your firm compared to what you believe it is and what you want it to be.

Wealth Advisor Practice EnhancementsCapitalize on the results of your assessment – a marketing booster shot for your practice to drive new advisor and client relationships for firm revenue.

Wealth Advisor FellowsContinually Enhance Your Practice through Increased Op-portunities and Deepened Relationships. Develop a firm that fulfills your vision, attracts and engages affluent clients and the advisors they work with – all driven by your team. Lead your market place.

Visit www.scinstitute.org to see a calendar of events and register online

Wealth Advisor Partnering Programs

Wealth Advisor Product and Service Providers Connecting advanced products and services with today’s wealth advisor.

• Business and Wealth Strategies Presenters for Your Group

• Signature Event Planning• Prior Topics

• Wealth Education Fellow Firms• Wealth Education Fellows• Wealth Education Instructors

Speakers Bureau

Current Planning Options

for Affluent Clients

Refine and Grow

Your Practice

Educators on Wealth Strategies Subjects

who are Leaders in their Industry

© 2012 The Southern California Institute. All rights reserved.

For more information about the programs, please go to www.scinstitute.org

or contact:

SHELLEy LIGHTFooT Executive Director sl@scinstitute.org 858-200-1911

3636 Nobel Drive, Suite 450 San Diego, CA 92122

Memberships:Educational MembersWealth Education InstructorsProduct & Service ProvidersWealth Education Fellows