Affiliated Advisor Program Specifics
| · In-depth training on how to adopt a multi-disciplinary approach to advising business owners and their families so as to enhance your role as your clients' most trusted advisor. | A $3,200 value | | · A 30-minute multimedia presentation to use in engaging clients. This presentation is branded for your business. | A $2,400 value | | · A 30-minute multimedia presentation to use in building referral sources. This presentation is also branded for your business.
| A $2,400 value | | · Your brand on our Changing Lanes newsletter produced quarterly. | A $650 value | | · One branded copy of each SuccessCare audio CDs. | A $240 value | | · One branded copy of each of 16 SuccessCare Notecards. | A $80 value | | · SuccessChart training CD. | A $80 value | | · One complimentary SuccessCare "Where Are You Now" Discovery Questionnaire analysis and PowerPoint report for a family business of 6 individuals.
| A $500 value
| | · Complimentary access to the Stop or Go questionnaire (50 individual questionnaires annually).
| A $3,300 value | · Quarterly advisor training webinars
| A $800 value
| | · In-depth tools for enhancing communication (components of the Family Business Senate) such as Advisory Boards, Principles-based Shareholder Agreement, Family Participation Plan etc.
| $1,000 value
| · Listed as a SuccessCare Affiliated Advisor on SuccessCare's
website. | Priceless!
| Licence Options
Option A ~ Full licence
$2,595 deposit for the 4-day training program and $225 month for 24 month for a minimum of 24 months.
Option B ~ Graduated licence
Begin with monthly payment and commit to adding the training component within 3 months.
Option C ~ Trial program
Attend Level one of the training program ($795) with the option to enrol in the full licence program within 30 days.
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