Balance Approach
Client Tools & Assessments
A single place to open and share the Balance Approach tools. The self-assessments show a result on screen and send responses back to the team; the data-collection forms capture detailed responses.
Which executive seat — CEO, COO, CRO, CMO, or CFO — fits the work you're naturally strong at and energized by, with overlap between seats.
Where your firm carries the greatest client-transition risk across Delegation, Incentives, Relationships, and Transition systems — scored out of 100.
A leadership clarity profile showing how you naturally lead across Purpose, People, and Process — with your strongest domain and growth edge.
How prepared you are to step back from the business — and how satisfying that transition is likely to feel — across readiness and six satisfaction areas.
Run a 1-1 with an associate whose delivery is slipping. Five decision points — opening, the data, the diagnosis, development, and commitments — then your own three changes and the date you'll use them. About 12 minutes; your commitments go to your coach.
Choose your seat, then 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. Five editions: CEO, CFO, COO, CRO, CMO. About 15 minutes; your plan goes to your coach.
A ten-day log of where your hours actually go, half hour by half hour — then a report showing how much of your week is spent on the business, with clients, and on work worth delegating.
Benchmark your firm's financials and operations against the Balance Approach dataset. Detailed — allow 30–45 minutes; autosaves as you go.
Build a full advisor transition plan across vision, clients, growth, leadership, equity, financials, and milestones. Autosaves as you go.
Intake details to begin a practice valuation with the Balance Approach team. Autosaves as you go; sends your responses back on submit.
Each assessment shows your results on screen and produces a report you can download or print. The data-collection forms save your progress as you go, so you can finish later.