To find out more about if The Laureate Program is right for you, we suggest the following four steps:

1. Participate in a Laureate Practice Conversation
2. Complete The Practice Diagnostic
3. Review The Four Pillars of the Laureate
4. Talk with the Programs Director

The Laureate Practice Conversation

The Four Laureate Understandings of:

Four Laureate Understandings (click › to play)

Help Families with Taxable Estates: ATTRACT — With the Benefits You Offer ENGAGE — Through the Process You Have WORK — With Understandable Strategies and Products Develop Integrated Wealth Plans: Through Listening and Communicating to Understanding

Learn How to Have a Practice That is: A Profitable Business, Not a Job Gain For You, Your Team, and Your Family: More Money and More Time

The Practice Diagnostic™

The Practice Diagnostic™ is designed to help you learn more about what your practice is and what it needs. This Laureate Tool is both a unique and objective way to look at your practice. Discover the realities of your business and gain clarity on:

The 9 Key Business Questions:

Nine Key Business Questions (click › to play)

1. What do you DO?
2. What do you REALLY DO?
3. What do you BELIEVE IN?
4. How do you DEFINE SUCCESS?
5. How do you MEASURE SUCCESS?
6. What are your internal characteristics - STRENGTHS?
7. What are your internal characteristics - WEAKNESSES?
8. What are your external characteristics - OPPORTUNITIES that affect you?
9. What are your external characteristics - THREATS that affect you?

The Four Pillars

Four Pillars (click › to play) 

The Edge
Take your skills to the highest level with a solid foundation in advanced financial, legal, business, and tax planning by utilizing cutting-edge techniques.

The Business
Learn and share tried and true practice management tools for your business, including specific systems and procedures to implement in your office.

The Protocols
Learn the many processes, strategies, and tools for working as part of an interdisciplinary team to develop a client's enlightened dreams, to design the plan, and maintain the plan on an intergenerational basis.

The Safe Place
The Safe Place compiles all the tools and techniques learned through the first three pillars, and puts those ideas into practice through the case-study approach.

Laureate in Wealth Strategies Program

The Laureate in Wealth Strategies Program is a 1-Year Certification Program for Attorneys, Financial Planners, CPAs, Life Insurance Planners, Charitable Gift Officers, and others involved in serving Affluent Families. The program is centered on the concept of Attracting & Working With Affluent Families, from Pre-engagement through Implementation & Confirmation. Over the year, we get together in 4 classroom sessions and 7 telephone conferences. The sessions are organized around the 4 Four Pillars: The Edge, The Protocols, The Business, and The Safe Place. The sessions are participatory and much of the course is case study driven to illustrate and examine practice techniques strategies, current strategies, role playing, conversations with Independent Collaborative Advisors (ICAs), and staff/team participation — all to attract and work with Affluent Families.

Programs Director

Contact Jennifer Hartwell, Programs Director, at jrh@scinstitute.org or by calling (858) 200-1911 ext. 117. She is happy to send out a Laureate in Wealth Strategies Information & Application Kit and answer any questions you may have. We are also available to set-up a time for you to talk with David K. Cahoone, Joseph J. Strazzeri, or Stephen J. Mancini.