NewEdge Leader Master Class

As your business grows, your role as CEO or Leader must evolve with it. Stepping into your next level of leadership requires more than working harder. It requires clarity, structure, and better decisions.

After working with thousands of business owners, we consistently see the same challenges emerge: Strategy. Solutions. People. Operations.

The Better CEO Masterclass is designed to help you lead more effectively across all four areas, so you can run your business with greater confidence, alignment, and long-term impact.

5/5 Stars

Reviews from Prior Participants
— 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 (Strategy, Solutions, People, Operations).

CEOs will get better at communicating their Strategy, refining Solutions, leading People, and streamlining Operations.  

Participants will have 45-minute virtual classes twice per month with a peer group of 12 or less. 
  • Bi-Weekly 45-minute virtual group sessions
  • Group size limited to 12-CEOs
  • Peer learning and accountability
  • Gain practical skills
— Program Focus

Why should you 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 Strategy, Your Solutions, Your People, and Your Operations. 

Each group is capped at 12 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! 

Strategy

Define a clear vision and mission for your organization. Aligning your leadership with purpose ensures strategic direction and organizational coherence

Solutions

 Focus on building and implementing consistent, high-impact solutions designed to support your ideal client and prospect. 

People

Focus on building and leading high-performing teams. Address challenges such as talent acquisition, employee engagement, and leadership development. 

Operations

Streamline operations through effective processes and systems. Emphasize continuous improvement and adaptability to maintain operational excellence.
— about

Your Coaches

JT Wiederholt, MPAS, CFP®, CEPA®, APMA® 
Balance Approach Founder and Lead Coach
Managing Partner and Founder. 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.
Ali Stucky, BFA™, CEPA®, CRPC®
Specialist Coach & Director of Operations
With 15 years' experience in the Financial Services Industry, Ali acts as a Specialist Coach and our Director of Operations. 
— 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

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