The SuccessCare Program
The SuccessCare Program

Mom and dad won't talk
If I were having a conversation with the next generation member, a question I would want to ask is this: What did you and your parents agree to when you took the job?

Getting started with family governance
Family governance is a process or structure to educate and facilitate communication between family members.

15 lessons family councils wish they knew before they started
Whether you are just starting a Family Council or have had one for years, much can be gained by considering the lessons others have learned in making their Family Councils work.

Advisor Support Program

The Advisor Support Program is designed to provide you with the type of support that best suits your advisory practice and your role as an individual family business advisor.

You can choose from two levels of support:

Level 1 ~ Be a subscriber

This level of the program includes a subscription to Changing Lanes, a quarterly publication for entrepreneurs and their families that provides a wide range of information about the process of transitioning a business.

This newsletter will be branded for your business so you can distribute it to your current clients and prospects, either by mail or email. It will generate further understanding of the approach to a successful business transition and position you as the person to contact for guidance in this area. 

A 1-year subscription is just $400.  That's only $100 per issue or about 20 cents per person based on a database of 500 clients and prospects.

Sign up online or download a registration form.  Call the SuccessCare office at (800) 598-6400 for more information.

Level 2 ~ Move up to an Associate Advisor

If you need individual support in advising or consulting with your clients, then this level is perfect for you.  The Associate Level is for those affiliates who want more back office support.  This level includes some of our most popular services yet allows you to select additional components that suit your clientele and your practice style.  Membership in Level 2 is just $225 per month.  You can signup online or download a registration form.  Call the SuccessCare offfice at (800) 598-6400 for more information.

Included ServicesValue

Your brand on our Changing Lanes newsletter produced quarterly (Level 1 subscriber)                 


50 Stop or Go individual surveys


New Year Special - BOGO Discovery Questionnaire and/or Stop or Go analysis and PowerPoint report (offer ends March 1)


Your choice: one complimentary group Discovery Questionnaire or Stop or Go analysis and PowerPoint report


Licence to use the 30-45 minute Create the Choice multimedia presentation in engaging clients


Licence to use the 30-45 minute SuccessCare Approach multimedia presentation in building referral sources


Listed as a SuccessCare Affiliated Advisor on the SuccessCare website


Optional Services

Your Investment

Performance Optimizer

$3,000 - 5,000 

Customized Support:

  • Kolbe A, B, C assessments
  • Practice Development
  • Coaching
  • Client consulting
  • Marketing support 
  $325 - $550 / hr  

Customized Discovery Questionnaire online access

$600 setup fee

Countdown to Decision Time online access

Based on level of customization required
Please request a quote

This Associate level of the program has been designed specifically for those professionals who want to grow their practice based on consulting to privately-owned businesses.  For more information please contact Daphne McGuffin at 800-598-6400.

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