Five practical leadership books designed for CEOs, founders, operators, and revenue leaders who want to build businesses that scale.
Most practice owners are running every seat in the C-suite at once — closing deals, managing the books, running ops, and putting out fires. The first question is not which seat is yours; it is what kind of business you have built. This two-minute diagnostic places your firm among four structures and shows what will limit you next.
Drawing on more than 25 years of leadership in financial services — as an advisor, Field Vice President, Complex Manager, and Vice President of a Corporate National Sales Department — JT brings a proven track record of driving results at scale. He is an Amazon Best-Selling Author, Founder and Lead Coach of Balance Approach, and a recipient of the 2025 Ameriprise Outstanding Leader Award.
JT's experience goes far beyond consulting theory. As Managing Partner of a nationally recognized wealth management firm featured by Barron's, the Financial Times, and Forbes, he has been directly responsible for building teams, implementing strategy, and delivering measurable outcomes.
Having worked with hundreds of businesses and thousands of advisors, he combines hard-earned experience with disciplined learning to solve complex growth and leadership challenges using data-driven, stress-tested solutions.
Discover The Better Series, five practical leadership books designed for CEOs, founders, operators, and revenue leaders who want to build businesses that scale.
