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 three levels of support:

Level 1 ~ Be a subscriber

This level of the program includes a two-year 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. 

Your initial 2-year subscription is just $650.  That's only $80 per issue or about 16 cents per person based on a database of 500 clients and prospects.  After your initial subscription, the rate drops to $300 per year.

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

As a SuccessCare Affiliated Advisor, you will set yourself apart from other professional advisors and be recognized for your multi-disciplinary approach to advising entrepreneurial and family-owned businesses.

You will be part of an exclusive group who engage and retain clients by creating a high level of trust and confidence.  You will be able to interact with clients more effectively in a way that resonates with them.  You will employ a client-centric approach in selling your professional services.

As a SuccessCare Affiliated Advisor, you will be a licensee of The SuccessCare Program who receives a wide range of support services over a two-year renewable period.

This program includes our in-depth Most Trusted Advisor training program and a host of additional support services.  View the list of additional services .

This program is a valued at $14,000.

Your investment? $2,595 for the 4-day training program plus $225 month for a minimum of two years.

Check out the licensing details.

This package is just $225 per month when you subscribe for two years. Sign up online or download a registration form.  Call the SuccessCare offfice at (800) 598-6400 for more information.


Level 3 ~  Move up to an Associate Advisor

If you have already participated in Levels One and Two of The Role of the Most Trusted Advisor and want individual support as you use this approach with your clients, then this level is perfect for you.

In addition to all the advantages of the Affiliated Advisor level, you will also benefit from:

	Discounted rates on licensing SuccessCare programs such as our video case studies or the Changing Lanes workshop for your clients.
	One-on-one advisory or technical support from a SuccessCare partner or associate as follows:

Up to 3 hours of coaching per month	$600 per month
Up to 5 hours of coaching per month	$900 per month
Up to 10 hours of coaching per month	$1,600 per month

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.

Sign up online or download a registration form for this package.