Solo
Nothing moves when you stop.
A solo firm runs out of hours
There is no version of the calendar that fixes it.
No firm ever failed from a lack of effort.They fail from structure.
Most advisory practices are held together by whoever is willing to work hardest. That holds right up until it doesn’t.
Free 3-minute assessment
- 16 questions
- Result on screen
- No sign-up or sales call
There Are Four Structures
Silo
One sign, several businesses.
A silo runs out of consistency
The client experience depends on who picks up the phone.
Ensemble
The firm owns the client.
An ensemble runs out of clarity
More people, less certainty about who decides what.
Enterprise
It runs without you in it.
An enterprise runs out of you
It works without you in it. The last question is what it's worth when you step away.
And one of them is yours.
Take the free 3-minute assessment to find out which.
Free 3-minute assessmentYour result appears on screen the moment you finish. No sign-up needed.
Thirty years in this business, and I have never once watched a firm fail because the people in it weren't trying hard enough.
JT Wiederholt, founder
MPAS™, CFP®, CEPA®, APMA® · Author of the Better Advisory Firm Series
What Do We Do About It?
Meet B.O.S.S.
Better Operating System for Scale
B.O.S.S. is online software that runs your advisory firm on its leadership team instead of on you. Everything your leaders need, in one place:
- One Map of Your FirmSee your whole firm on one screen: who leads each part of it, and the next thing each person should do.
- Assess Every LeaderEach leader takes a four-minute assessment for their role and sees the two skills to work on first.
- Playbooks and a CoachShort courses from JT’s trainings and books, matched to those skills, and an AI coach to ask for advice.
- Commitments That StickEach lesson ends in one task with an owner and a due date. B.O.S.S. sends reminders, and the weekly meeting checks it got done.
- Every Meeting, PlannedReady-made agendas for the weekly leadership meeting and the firm’s other meetings, from one-on-ones to the yearly planning session.
- A Plan From Real ClientsBuild next year’s growth plan from the clients you already have, and see what it does to assets, revenue and profit margin.
Try the free demo
Get an idea of how B.O.S.S. works: the real product on a sample firm, no sign-in.
or Read more about B.O.S.S.Assess and Develop Every Leader
Each leader takes a four-minute assessment for their seat. B.O.S.S. finds the two abilities to work on and recommends the playbooks that build them.
Run Your Weekly Meeting
The agenda, the firm’s numbers and every commitment in one place, each with an owner and a due date.
Plan Next Year’s Growth
Choose next year’s moves and see where assets, revenue and margin will land.
Already Running Your Firm on EOS or Ninety?
If you run Ninety, keep it for your meetings; B.O.S.S. is the people side: seats, assessment, development, follow-through. If you don't run EOS, B.O.S.S.'s weekly meeting replaces the status meeting.
B.O.S.S. DEMO
One Path, Four Steps
Watch. Learn. Practice. Run.
Everything here is one path, built on one idea: structure prevails over heroics. Start free with the episodes. Each step takes your firm further than the last.
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Watch
Episodes
One idea a week from When Heroics Fail, Structure Prevails, on YouTube. Free, and new every Tuesday.
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Learn
Masterclasses
When Heroics Fail for the owner, the whole book as a course. Then one masterclass for each seat a firm needs held: CEO, COO, CRO, CMO and CFO, online at your own pace or live in a small group.
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Practice
Playbooks
JT’s trainings and presentations, and his books, as short courses for your whole leadership team. Each lesson speaks to your own seat and ends in one move the firm makes this week.
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Run
B.O.S.S.
Better Operating System for Scale
The operating system that holds it in place: a seat for every leader, a weekly meeting that keeps commitments, and a plan built from your own book.
Alongside the Four Steps
Which Firm Are You Running?Sixteen questions, about three minutes. Your result shows on screen.Free 3-minute assessment
10 Free ToolsTime study, benchmarking, transition and retirement readiness, with results on screen.Browse the free tools
Talk to a Coach30-minute or 1-hour sessions with our coaches: JT, Shaun, Allison or Ali.Book time with a coach
The Better Advisory Firm Series
The Guide for Your Structure
When Heroics Fail, Structure PrevailsFor owners ready to build a firm that lasts.
The Better SoloFor independent advisors who want more from their practice.
The Better SiloFor advisors who share a roof but own their books.
The Better EnsembleFor teams who create greater value together.
The Better EnterpriseFor firms built to outlast any one person.