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03 · Practice

Playbooks Beta

The course library for the whole leadership team

JT Wiederholt is known first as a presenter: it is how his coaching business began. Playbooks are his trainings and presentations, and his books, turned into short courses. Three to five lessons each, every lesson written to the seat you hold, every course ending in a capstone and one move the firm makes this week.

Join the waitlist See a lesson

In beta while the lesson videos are being recorded. Balance Approach clients and masterclass students can ask for early access.

How a playbook works

Read it in your seat. Leave with one move.

  1. A lesson, 600 to 1,000 wordsThe idea from the book, worked through for an advisory firm, with pictures where they help.
  2. In Your SeatWhat the lesson asks of a CEO, a COO, a CRO, a CMO or a CFO. You see your own seat; your partners see theirs.
  3. A knowledge checkFour answers, a real situation, and feedback that explains the choice, not just the mark.
  4. The capstoneEvery course ends in a scored activity that brings its principles together. Pass it, and Now, in Your Firm turns what you chose into this week's move.

What is in the library

Seventy-plus playbooks, from the room and from the books.

Two sources. The trainings and presentations JT gives to leadership teams, rebuilt as courses. And his books: each Deliberate book becomes a series for its kind of firm, so a solo advisor and an enterprise COO are not reading the same course, and When Heroics Fail gives the library its spine: structure, pricing, which clients belong, pay, governance, the exit.

JT's trainings and presentations

The Capacity Grid, Effective Leader 1-1s, Executive Compensation, D.I.R.T., Firm Transitions and the rest: the sessions JT presents to leadership teams, rebuilt as courses.

The Deliberate Solo

Capacity, pricing, the first hire, and the structure that lets one advisor take a holiday.

The Deliberate Silo

Several books under one roof: shared standards, one client experience, pay that stops the turf wars.

The Deliberate Ensemble

Leaders in seats, a weekly rhythm, delegation that holds, and a plan built from the books you actually have.

The Deliberate Enterprise

Departments, a leadership bar, succession, governance, and the numbers a firm this size runs on.

When Heroics Fail

Structure, not effort. Charge for the value. Not every client belongs. Pay for the firm you want. Govern like you mean to last. The founder's exit.

Waitlist

Be first in when it opens.

Tell us the seat you hold and we will write when the library opens, and sooner if early access suits you.

You are on the list. We will write when the library opens.

The path

Where it leads next.