Other things you might want to know!
We selected a few of the most common questions. If your question isn't on the list, please call us at 1.800.598.6400 and we will be happy to help you.
Who should attend this program?
Professional advisors from all disciplines will benefit from this cross-disciplinary approach. We recognize that participants come from a variety of backgrounds (legal, accounting, wealth management, insurance, financial planning, change management, organizational behavior, and behavioral science to name a few) and are well-versed in the tactical aspects of their respective disciplines. We have tailored the program to address all the soft or non-technical challenges facing your family busines clients.
Whether you have been a professional advisor for one year or forty, you will love the very practical, easy-to-use tools designed to resonate with your business owner clients.
Does this program apply to non-family businesses?
Our approach encompasses all closely-held or privately-owned businesses. The process to ensuring a voluntary sale is the same for sole proprietorships, partnerships and corporations whether they are owned and managed by an individual, a family or a group of business partners. In addition, whether family members are active in the business or not, they still impact and are in turn impacted by the eventual transition of the business.
Do I have to take all four levels at one time?
Not necessarily. We recognize it is hard to leave your clients for four days at a time so the program has been divided into two parts. At the end of Part One, you have the opportunity to go back to your office and experiment with the first tools. When you come back for Part Two, you will add even more to your toolkit. On the other hand, you may prefer to limit the travel and complete the full program at one time. This is a very popular choice.
Regardless of which option you choose, be sure to register for the full program to qualify for the discounted rate.
Does your program qualify for continuing education credits?
Absolutely. The program is pre-approved by a number of professional institutions. In addition, every participant is awarded a certificate of merit stating the number of hours completed.
How can I be sure I will learn something?
Our objective is to deliver a high level of value to meet your expectations. Even the most seasoned advisors report receiving high value from the course. In particular, they are excited about the simple, practical ways to engage their clients and help them structure their business in ways that facilitate a smoother transition.
Satisfaction from active participation in the program is guaranteed, so if you are not at all satisfied, please advise us by the end of the first workshop and we will arrange for a refund of your registration fee. If you have any concerns about the program or any component thereof, please contact the Program Manager, Daphne McGuffin at 1.800.598.6400 ext 299 or daphne@successcare.com.
What if I register and then can't attend?
In the event you have to cancel your registration, you may choose to either transfer your registration fee to another date or venue, or, if your request is received no later than seven business days prior to the workshop, receive a refund on your registration fee less a $50 administration fee.
We reserve the right to cancel a scheduled workshop if registrations are below the minimum number of participants required. Registrants can choose a full refund of their fees or transfer their registration to the next available workshop.
Do I have to register online?
No, you can also register by phone or by emailing or faxing a registration form.
- To register by phone, call Nicole at 1.800.598.6400 ext 259.
- To register by fax or email, please complete and submit a registration form.
