— Reach New Heights

The Better CEO Master Class

We’re halfway through our 2025 call series and it’s already been such a success that we have a waitlist for 2026!

As your business grows, your role as CEO/leader grows right along with it. If stepping into your next level of leadership is one of your goals, this group coaching program was built for you.

After working with 100+ Franchise Owners, we’ve found that the biggest challenges CEOs and leaders face usually fall into four areas: Purpose, Profit, People, and Process. 

In this program, you’ll learn how to lead your team more effectively through each of these areas so you can run your business with clarity, confidence, and impact.

100+

Years of Experience
— About The program

We help you reach your professional goals 

This Masterclass is meant to mirror a university class curriculum and built on a chassis of 4 key CEO skills (Purpose, Profit, People, Profit).

CEOs will get better at communicating their Purpose, driving firm Profit, leading the People strategy of the business, and Process discipline to execute.

With these "4 P's", participants will have 45-min virtual classes twice per month with a peer group of 10 or less. 
  • Bi-Weekly 45-minute virtual group sessions
  • Group size limited to 10-CEOs
  • Peer learning and accountability
  • Gain practical skills
— Program Focus

Why you should join this Masterclass?

Without the right structure, it’s easy to feel stuck in the day-to-day and miss opportunities to scale. We will dig deep into four critical areas of your business where CEOs most frequently run into challenges:
Your Purpose, Your People, Your Profit, and Your Processes. 

Each group is capped at 10 advisors or fewer, so you’ll get focused interaction, peer collaboration, and accountability to actually implement what you learn.

Discover new tools and techniques to engage, motivate, track, report, plan and so much more! 

Purpose

Common challenges you may face related to purpose include aligning the business with deeper values, losing sight of your "why," and difficulty connecting purpose to your clients and staff. 

People

Common challenges you may face related to people include cost of lost expertise, employee turnover, hiring quality people, ineffective new employee training, and more! 

Profit

Common challenges you may face related to profit include weak cash flow, limited capital to grow, inadequate profits, difficulty forecasting, and more! 

Process

Common challenges you may face related to your processes include rapidly changing tools and environments, no defined standard operating procedures, core values unclear, missing deadlines, and more! 
— about

Your Coaches

JT Wiederholt, MPAS, CFP®, CEPA®, APMA® 
Balance Approach Founder and Lead Coach
Managing Partner and COO of Fiduciam Financial. JT brings over 20 years of leadership experience in sales, management, and operations, including roles as Sales Manager, Field Vice President, Complex Manager, and VP of a Corporate National Sales Department.

JT Wiederholt will frequently lead bi-weekly sessions. 
Shaun W. Scott, BFA™, CEPA®
Managing Partner, Lead Coach & 
Certified EOS Implementer®
Shaun brings nearly 20 years of leadership, coaching, and business development experience, with a background that includes key roles at two Fortune 500 companies. 

As a Certified EOS Implementer, he helps clients achieve clarity, stay grounded in their values, and build stronger businesses.
Mark Jones, CFA®, CFP®
CEO and Managing Director of Fiduciam Financial
Since beginning his career in 1992, Mark has helped thousands of clients achieve their financial goals while growing Fiduciam to 50+ team members, 2,500 clients, and $2B in assets under management. 
— A thriving community

Our Clients Love Us!

JT and Balance Approach are a terrific resource for anyone who is serious about improving and growing their practice. JT brings a fun and relaxed presence to our sessions, which really allows us to get to the bottom of what we are interested in! We would thoroughly recommend JT and Balance Approach to all.

Empty space, drag to resize
— christopher kelly
Managing Director of Penn Wealth Planning

Balance Approach has dramatically changed our practice for the better, from improved systems & processes to a clearer vision for the future, the team has helped us more lightyears ahead. Highly recommended!

Empty space, drag to resize
— JOSHUA BRODER
President of Centurion Wealth Management
What I've appreciated is that Balance Approach doesn't tell us what to think, the teach us how to think for ourselves. They provide great templates as a jumping off point, but do not limit us to a specific system or process. They act as the hub for connecting us with the resources that we need to grow
Empty space, drag to resize
— steve edwards
CEO of Arrow Financial Group
JT and the Balance Approach team have help me gain focus on the key aspects of my business with ideas that have my client's and the practice's best interest to help everyone increase their financial wealth.
Empty space, drag to resize
— WILLIAM ELDRIGE
Private Wealth Advisor of Cariboo Wealth Advisors
JT is a great resource to work with. He provides guidance on various issues, including employee relations, business productivity and really anything that is on our minds that pertains to our business. It's important to have an expert to work with to make sure we are approaching issues and thinking about various topics thoroughly and from all the right angles. Our financial planning clients work with us to plan for their goals and maximize their finances, and we do the same with a business coach. 
Empty space, drag to resize
— JAMIE GOUBEAUX
Highview Advisor Group
— early bird offer

For a limited time!

Be among the first to secure your spot and enjoy exclusive savings! We’re excited to open up early bird access for our upcoming program! From now until November 28, you can secure your spot at a special discounted rate. This limited-time offer is our way of rewarding those who commit early and are ready to take the next step toward growth.
Exclusive
Deal
$3,000 OFF
Early bird registration not only saves you $3,000 OFF but also guarantees your place before spots fill up. After November 28, the price will return to the standard rate, and availability may be limited.

Take advantage of this exclusive window and join us today! You don’t want to miss it!

Never miss the news

Stay updated | Stay current | Stay connected

Thank you!
— Other courses

Education & course content highlights

We ensure our trainings can deliver value when and how our trainees need—whether that be with the support and guidance of instructors or independently and remotely.
— Connect with us on social

Follow us on LinkedIn for more
Drag to resize
Drag to resize
Drag to resize
Drag to resize
Created with