Balance Approach
Free Assessments & Tools
Every one of these is free and gives you a result on screen the moment you finish — no sales call required first. Most take two to ten minutes. If you want to talk something through afterwards, a coach will follow up; if you don’t, the result is still yours.
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.
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.
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. Built for people taking the course — 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. Built for people taking the course — your plan goes to your coach.
Your result appears on screen straight away, and you can download or print it. The longer tools save your progress as you go, so you can stop and come back. Responses come to the Balance Approach team so a coach can follow up — we don’t sell or share them. Questions: hello@balanceapproach.com.