Free tools
Find out where your firm actually stands.
Every one of these is free, and the result shows on screen the moment you finish. No sales call first. Most take two to ten minutes.
Not sure where to start? Begin with the Four Firms Assessment: sixteen questions, about three minutes.
Start here
Two to ten minutes.
The Four Firms Assessment
Which of the four structures you are running, Solo, Silo, Ensemble or Enterprise, what it is good at, and what will limit it next.
The Five Seats Assessment
Which of the five leadership seats needs work first, and the masterclass written for it.
C-Suite Fit
Which executive seat, CEO, COO, CRO, CMO or CFO, fits the work you are naturally strong at and energized by, with the overlap between seats.
D.I.R.T. Client Transition Assessment
Where your firm carries the most client-transition risk across Delegation, Incentives, Relationships and Transition systems, scored out of 100.
Purpose · People · Process
A leadership profile of how you naturally lead across Purpose, People and Process, with your strongest domain and your growth edge.
Retirement Readiness and Satisfaction Predictor
How prepared you are to step back from the business, and how satisfying that step is likely to feel, across readiness and six satisfaction areas.
Go deeper
For when you are ready to do the work.
Time Study
A ten-day log of where your hours actually go, half hour by half hour, then a report on how much of your week is the business, clients, and work worth handing off.
Practice Benchmarking
Your firm's financials and operations against the Balance Approach dataset. Detailed, and it saves as you go.
10-Year Advisor Transition Plan
A full advisor transition plan across vision, clients, growth, leadership, equity, financials and milestones. Saves as you go.
Practice Valuation Intake
The details to begin a practice valuation with the Balance Approach team. Saves as you go and sends your answers on submit.
For course members
Built to go with a playbook.
Capacity Grid Action Planner
Choose your seat, sort your week into the four capacity zones, and decide the one activity to release this week: who owns it next, the guardrail, and by when.
Effective 1-1s
Run a 1-1 with an associate whose delivery is slipping: five decision points, then your own three changes and the date you will use them.
Your result appears on screen straight away, and you can download or print it. The longer tools save your progress, so you can stop and come back. Responses go to the Balance Approach team so a coach can follow up; they are never sold or shared.