If you need help to determine the role of the outside facilitator, feel free to contact us. We will provide just the services you need while promoting you as the Most Trusted Advisor.
For more information contact:Toolpads
As a graduate of the Most Trusted Advisor Program you have the opportunity to order our tools as pre-printed sheets for easy completion when consulting with your family business clients. These notepads are available at a cost of $15 each (50 sheets per pad) and are either branded as SuccessCare®
or can be customized for your own organization and "Powered by The SuccessCare®
Each order of customized notepads is subject to multiples of 100 notepads in at least 3 styles.
100 X 3-Circle toolpads
100 X Positive Conflict Model toolpads
100 X SuccessChartTM
Printed, notecards, calendars
We have produced a series of pictures and note cards depicting a variety of family business issues. These prints are designed to be hung in the offices of family business consultants to open up discussion with clients around family business transition. They can be framed and hung, or mounted as wall plaques. View the designs available. They are also offered as greeting cards personalized for your business or organization. Cards can be ordered through our online store. Please note that the minimum online order is 30 cards of your choice.
Our calendars are branded for your organization and make a perfect year-end giveaway for your clients. They can also be used as a marketing tool to interest prospective clients. Each calendar contain 12 of the messages that are available in our note cards.
Defining Values Cards
The Defining Values card sort is a simple way to help your business family identify those principles and values they feel are most critical to their well-being. Users then compare their key values to those with whom they work or live to determine their common interest order a set for each participant.
Order Defining Values cards online
Looking for a way to ensure everyone participates in meetings and the strongest voice doesn't monopolize the conversation? These roadsigns can be used for both discussion purposes and decision-making. Like their real life counterparts, green means go, red means stop and yellow means information or caution. Use them for both your internal meetings and your clients' family meetings.
Road signs can be ordered online.
SuccessChart Multimedia CD
The SuccessChart is a simple but powerful tool that addresses the one concern we hear most often from advisors - how can I get my clients to understand the need to plan ahead for the eventual transition of their business.
This multimedia CD was created to show you the steps to identifying what is important to your clients and how they can be successful at transitioning their business -- a major step in building a legacy for their family.
The SuccessChart CD can be ordered online.