The Better CEO in 1 Year

Your business is growing and your role as CEO is too! 2025 is just around the corner and if becoming a better CEO is on your list of goals, we've designed the perfect coaching program for you! In working with hundreds of Franchise owners, we've found that the common challenges firm owners and CEOs face fall into one of three lenses: Profit, People and Process. We will train you on how to better lead your team through each.

Every other week you’ll be mentored, challenged, and supported by 4 instructors with a combined experience of over 100 years in leadership, business ownership, recruiting, mergers & acquisitions, and business development. This is a raw and no-frills approach to getting you to where you need to be as an owner-operator. We’re so confident that this program will be of tremendous value that we offer a money-back guarantee. Calls will be held Wednesday mornings and each session will have a facilitator and Lead Coach or guest speaker. Topics will vary week to week.

Meet your Facilitator!

David Andrews will facilitate the bi-weekly sessions and facilitate topics and discussions between CEO participants and our rotating guest speakers.

Mark Jones, CFP®, CFA®

Mark Jones, CFP®, CFA® is the CEO and Managing Director of Fiduciam Financial and will frequently lead bi-weekly sessions.

JT Wiederholt, CFP®, CEPA®, APMA®, CRPC®, AAMS®

Balance Approach Founder and Lead Coach, Managing Partner and COO of Fiduciam Financial. JT Wiederholt will frequently lead bi-weekly sessions.

Shaun W. Scott, BFA™, CEPA®

Balance Approach Managing Partner and Lead Coach, Shaun Scott will frequently lead bi-weekly sessions.

We are here to unlock new possibilities

We dig deep into three critical areas of your business where CEOs most frequently run into challenges: Your People, Your Profit, Your Processes.
Discover new tools and techniques to engage, motivate, track, report, plan and so much more!

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!

Education & course content highlights

Our vision is to empower leaders as catalysts of meaningful change, providing them with the tools and insights needed to drive transformative impact and lasting change, fostering a future of innovation and sustained growth.