One-on-One

Time With a Coach

Alongside a masterclass, the playbooks or B.O.S.S.

The courses teach the work. A coach helps you do it in your own firm. Book thirty-minute sessions with JT, Shaun, Allison or Ali, monthly or quarterly, and bring what you are working on: your assessment result, a capstone, or this week’s move.

The Coaches

Pick the Person for the Seat You Hold

Thirty minutes a session. Pick a time on the coach’s own calendar; the first session sets the rhythm, monthly or quarterly.

JT Wiederholt

MPAS™, CFP®, CEPA®, APMA®

Founder, Lead Coach

More than 25 years in financial services. Author of The Better Series and When Heroics Fail. Structure, pricing, growth, succession and the founder’s own seat.

$250 a 30-minute session $500 an hour

Book a time with JT

Shaun Scott

BFA™, CEPA®

Managing Partner, Lead Coach

Nearly 20 years of leadership, coaching and business development. Growth, advisor teams, leadership and the weekly rhythm that keeps a firm moving.

$250 a 30-minute session $500 an hour

Book a time with Shaun

Allison Swantkowski

CEPA®

Lead Coach · The Better Entrepreneur

Works with CEOs and owners on the Entrepreneur’s seat: vision, the plan, and letting go of the work only they used to do.

$175 a 30-minute session $350 an hour

Book a time with Allison

Ali Stucky

CEPA®, CRPC®, BFA™

Director of Operations · The Better Operator

Works with COOs and operations leads on the Operator’s seat: standards, the meeting rhythm, service and valuations.

$175 a 30-minute session $350 an hour

Book a time with Ali

How It Works

Four Steps

Pick Your CoachThe course lead for your masterclass, or whoever fits the problem in front of you.
Book the First SessionThirty minutes on their calendar.
Set the RhythmMonthly or quarterly: you and your coach settle it in the first session.
Bring One ThingAn assessment result, a capstone, a meeting that keeps slipping, a hire you are unsure of.

Goes With

Where One-on-One Time Fits

A MasterclassEach one has a course lead. Sessions turn the modules into decisions in your firm. The PlaybooksBring a capstone or a Now, in Your Firm step and work it through. B.O.S.S.Review the seat assessment, the weekly meeting or the plan with someone who built them. Full Coaching for the FirmA year-long engagement for the leadership team is Balance Approach coaching.