Testimonials

"I am looking forward to participating in this program. One of the things that I quickly missed after completion of the old Master's Program was the collegiality and ease of learning. The ability to get away from the reality of my office and talk with some of the best and brightest minds in the legal, investment, and insurance fields has always regarded me to do things better for my clients.

The Laureate Program is a spot to think outside of the box with these same people who would question and probe, in a kind and gentle manner. They do not put anyone on the defensive, but help to clarify and distill thoughts and concepts. I look forward to seeing all of my friends once again."

Jeff Dundon
Centerville, OH

"In portfolio analysis, return is linked to the amount of risk a portfolio accepts. As business owners and entrepreneurs, we also accept risk as a necessary factor for achieving success. How encouraging it is to know that as our practice continues to grow, our purpose and goals are supported in the arms of a family of professionals that cares.

The Laureate Programs are yet another example of SCI's commitment to furthering the universal rewards an interdisciplinary approach to planning can provide. It is without doubt that we and, even worse, our clients would have continued down the path of mediocrity if it hadn't been for the strategies and knowledge shared with us by Joe, Steve, David, and other colleagues of the Institute."

Maureen Verduyn and Peggy Lombardo
Carlsbad, CA

"Many years ago I decided to change my focus professional to Estate Planning from Litigation. I was lucky enough to be able to learn how to work with high net worth clients and their trusted advisors with David, Joe, Steve, as well as other Laureate Circle Members. The Laureate Program will improve you personal relationships as well as your bottom line".

Danny Wexler
South Coast Metro, CA

"Servicing the high net worth family is an acquired skill far surpassing technical knowledge. Each team member needs to understand and master their roles in the process. Financial planners, insurance agents, accountants, and attorneys can learn how to come together and achieve unparalleled success in the high net worth arena at the Laureate Program."

Vito Lanuti
Huntington Beach, CA

"Over the years, our philosophy of collaboration and education has led to many close friendships within the framework of a variety of professional organizations. During the last couple of years, we have frequently been asked, 'Can't we bring all the practical and relevant education and all the collegiality that once existed back together again? Wouldn't it be great if it was all contained in one program?'

Our numerous conversations with friend and colleagues from across the country during the past several years have been incorporated into the Laureate Programs. We believe that all who pursue this adventure with us will have an experience that will be enriching on many levels.

Please join us as we learn from each other in a fun environment to better serve our clients, our loved ones, and dour communities. Hoping to se you soon."

David K. Cahoone
Sarasota, FL

"The program is phenomenal. The most impactful part of the program was the ability to be vulnerable and to listen to others share openly and ask questions. It is obvious that you spend a lot of time, effort, and energy (love) in putting together the process. I cannot tell you how grateful I am that our paths have crossed."

Laura Stansberry
San Diego, CA

"The Laureate Program has been without a doubt the program that has raised my "quiet confidence" level in working with high-net worth individuals and families. When the clients and their advisors see that confidence, they are more likely to act positively on our recommendations. Paying attention to the "4 pillars" in my practice has raised the profitability of the practice, as well as the enjoyment of helping families meet their goals."

Rick Abbondanza

"I would highly recommend that you take a look at the Laureate Program offered by Southern California Institute. I'm just now completing my first year in the program, and I couldn't be happier with the results.

The program revolves around a process for serving high-net worth clients. (It can be compressed to work with the regular folks, too.) The discussions include everything from how to plan for larger estates, how to quote fees, and even how to set the table in the conference room. A very large part of the program is how to do all of this while working collaboratively with other advisors.

I've implemented the process in my practice, and I'm really starting to see fantastic results. Plus, Joe is just an incredible coach. Last March, I spent four hours in his office, and it changed my life. Seriously. Joe challenged and pushed me in several areas, including how to structure my work day and my work week for maximum effectiveness...I don't stress out on the weekends any more, because every Friday ends with a period blocked off to clear up any loose ends, and I never have anything due on Monday. That way, I can relax on the weekend, because I know nothing can go wrong on Monday"

David Heirsekorn