Testimonials
The people who have participated in our courses have been extremely positive about our approach and the value they have received.
I wanted to take this opportunity to thank you for the continuing good work that you've done for our organization.
During our three year working relationship, we've been impressed with your knowledge of the family business owner market.
You and your team have been consistently responsive and collaborative. You have always worked hard to deliver unique and customized programs that fit the needs of our audience.
We look forward to a fruitful and continuing relationship with your firm.
Jeff Macoun, Senior Vice-President - London Life Insurance (2005)
Once in a while I discover a program that I believe is so important, so timely and so relevant that it seems too good to be true! This course is unique! It shows you how to integrate your advanced technical and business knowledge with the obstacles facing your family business clients in dealing with their eventual exit. I can promise you that the 4-day experience will be like no other.
Frank Colantonio, CA - Director of Continuing Education for CICA (2006)
This program gave me an insight into how to better approach my clients. Since the course, SuccessCare has continued to provide me with support in branding my services and dealing with specific engagements. I am able to call anytime to talk to someone who has experienced the issues my clients face. This support has been invaluable in helping me apply the tools to build a stronger relationship with my clients. After the program, I quickly realized that I need to be the one to raise the issue of transition with my clients so that they think of me not just as their accountant but as someone qualified to help them with the whole succession process. I am now well-connected with various centres of influence in my area and successfully helping entrepreneurial and family businesses plan for and deal with the transition. In just eleven months, I have generated some significant and interesting cases. My confidence to undertake such cases took a definite step up after taking How to Build a Thriving Family Business Practice. This is not only a learning opportunity but a truly practical resource to help build a practice. I highly recommend the program to anyone interested in servicing privately-owned businesses.
Deanna Davies, CA - Davies & Wyngaarden Chartered Accountants and Consulting (2007)
The SuccessCare® Most Trusted Advisor education program for professionals is truly an excellent way to learn about some of the best practices to use if you are, or hope to be, an effective advisor to family business clients. The facilitators' in-the-trenches experience combined with a unique case study result in an approach that is interesting, informative and fun. I highly recommend the program. You will leave as I did, with knowledge, a process and tools that can be put to use in your very next meeting with a business family. SuccessCare® also offers ongoing support to help you drive safely down the often perilous roads your clients take along their way. Jeff Noble BA CMC - Consultant to Entrepreneurs, Advisor to Business Families (2006)
The SuccessCare® Program takes complex issues and turns them into understandable concepts with practical tools and marketable services. Keith Brown CFP CLU ChFC - President of Financial Confidence Advisors Inc.(2005)
SuccessCare® and Grant Robinson provided our Succession Planning Partners group with very practical useful training in the most challenging aspect of succession planning, interpersonal issues and strategic planning facilitation. As a National Accounting firm, Collins Barrow partners are knowledgeable in the technical aspects of succession but needed to build confidence in areas that are not a standard skill set of accountants. The tools provided and the training in the use of these tools is extremely useful in providing succession planning services to our clients. Michael A. Bondy CA CFP TEP - National Director of Succession Planning for Collins Barrow Chartered Accountants (2005)
During the course Of just four days I've been exposed To transitional ways Demonstration, role playing Group discussions too, Tools and tactics For me and you The SuccessCare® Model And transitional Planning Process, Provide guidance for Ask, When, Analysis I'm energized and focused No room for "I can't" So thanks for the program To Daphne and Grant Elliot Fromstein, CA (2007)
My client has been going through a bit of a rough patch in the last two years and was losing some of his "entrepreneurial drive." Showing him how he grew his company from $2 million to $20 million and how he overcame numerous hurdles in the past, helped him to realize that he will once again get through it and succeed. He was very motivated when talking about his house on the hill. He was also very shocked to find out that his goal was not that far off based on the past rate of return of the business. This led him to think that he could surpass his previous dream. Now that's great stuff! He was very eager for me to report back to him and summarize our discussions including the hurdles and strategies and is looking to implementing some immediately. He was most interested in a formalized Advisory Team, as he is finding it difficult run the show on his own. Well I could go on and on, but I'll spare you. I just wanted to let you know how well it went. Tracey Gustafson, Valente & Theocharis LLP (2007)
This is an exceptional professional development session that actively provides tools and training on how to use the tools that will add value to our practice in the area of business transition planning.
Jerry Gedir, Continuity Resources Group (2007)
I wanted to tell you about my first client meeting using The SuccessCare process. In a word, it was outstanding! I don't think it could have gone better if I'd written the script myself!
I met yesterday with a client who is the poster child for the Inertia stage. I was able to open up a discussion using the SuccessChart and initiate a conversation that lasted 2 hours. He told me about his desire to transition, his fears, his goals - the whole ball of wax! There is so much going on here. The opportunities to do great work are endless and I'm incredibly excited by the prospect. He's now extremely motivated to move forward.
Jamie Williams CFP, Investment Planning Counsel (2007)
The SuccessCare program is the first program I have ever been involved in that helps assist an interdisciplinary team of professionals focused on a unique offering to the family transition planning market. Our team consists of multiple financial advisors, multiple accountants and an estate lawyer. Each specific profession has their own unique training and skill sets, but the SuccessCare course helped us for the first time to see the opportunities from each others perspective. This training will assist us in the future to develop a customized process with extraordinary communication flow from the client, to the family to the professional team.
Dave Somerville CFP, CSA, DS Capital (2007)
The Most Trusted Advisor and the SuccessCare programs have been like no other professional development programme I have ever experienced before. Not only was the base knowledge and case studies fascinating, but the moderators were most insightful and engaging.
Great tools, great marketing collateral. A truly enjoyable learning experience!
Kathy Faber BA, CA, CFP, CFA, TEP, TD Waterhouse (2008)
I have been to many courses / workshops and this was the most organized, well thought out with excellent content.
Jim Sanderson, ScotiaMcLeod (2008)
I just wanted to take a moment to thank you for the four day training last week -- it was simply excellent!!
I can see why SuccessCare has emerged as the "best in class" for advisor training.
One of the best measures I have to gauge the effectiveness of training is the degree to which I spend time after the session thinking about the material -- and this weekend I was consumed with possibilities.
Tom Deans, Author ~ Every Family's Business (2008)
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