Our Model


  • Balance is a state of aligned readiness.
  • Balance aligns the often-unseen forces that determine what you do, how well you do it, and the outcomes you create.
  • You achieve that state of alignment when all 6 elements of balance – your Vision, your Values, a Values-driven leadership model, your Culture, your Strategies, and your Greater Purpose – are viable, visible and working together – in an environment of perfect clarity – when everyone knows precisely what all the elements mean.
  • A balanced organization creates the most effective context for everything you do, in all areas of your business.
  • When you are balanced you are poised to execute brilliantly.
  • When you are balanced you are infinitely more adaptable.
  • When you are balanced, you are more willing to ask and embrace bold, previously unasked questions. As you answer those kinds of questions, your appetite and aptitude for dynamic change will propel you to new heights of performance.

The Six Elements of Balance

VISION - A future reality not yet manifest. What do you see and want your distant future to look like? You cannot yet know how to get there; you just know it’s where you want to be. You may never fully get there, but your path toward that ideal place will bring out the very best in you; and it will help keep you focused and purposeful in your strategic thinking.

VALUES - Your non-negotiable beliefs, defined by your consistent behavior over time. Those beliefs may or may not correspond to the nice sounding words on wall plaques in your lobby and published in your handbook and your promotional literature.

VALUES DRIVEN LEADERSHIP - The art of transforming your beliefs into methodologies; methodologies that make results measurable and people accountable. It removes the double standards of favoritism and inconsistency and creates a level playing field for everyone’s conduct. It is a behavioral charter where everyone is held to the same standard – without exception.

CULTURE - The aggregate sum of how and why you do what you do as an organization. Your values turned inward define your culture; turned outward they define your brand. The health of your culture and its alignment with your purpose is perhaps the single most significant element in measuring how effectively you deploy your resources and how well you perform both quantitatively (profits and return on investment) and qualitatively (being able to attract and retain the best and the brightest and providing the most fulfilling work experiences possible). A dysfunctional culture – one that is out of sync with achieving your goals – is toxic. No amount of false pride in obsolete traditions can change that.

STRATEGY - The goals and objectives you create to put the rubber of execution on the road to measurable growth and success. Your strategies might be aimed at internal goals (improved productivity, the introduction of new technology, or more effective training) or external goals (increased sales, market share or the introduction of new products). To achieve optimum success, they must all be aligned with your vision, your values, your culture and your purpose. And they must factor in the element of scalability to ensure that you don’t grow beyond your ability to maintain the quality of these six fundamental points of connection.

YOUR GREATER PURPOSE - The reason you exist, and the essence of your relevance. If you’re only here for the quick buck, you are in constant danger of extinction. If you’re only here for the instant gratification you get from the material “stuff” you can amass, you will never find fulfillment. Healthy financial results are an important piece of the picture of success in our free enterprise world. But the greater purpose of that element of financial success is to provide the resources for continued growth and for your ability to make a positive and relevant difference in the world – and to help keep you on the path to your ultimate vision of that transformative future reality. It is the spark that makes people eager to get up in the morning and show up fully engaged – brain, body, and especially soul.

Book Reviews

Mastering Your Balance

Amazon Book Reviews

D. Thurman April 7, 2021

The areas of balance required to perform as a top level organization are lifted from the almost unconscious to the very conscious in Mastering Your Balance. As a business and executive coach I see business leaders mostly consumed 95% if the time with near term issues. A perpetual game of Whack-A-Mole.

Perhaps, getting the various elements covered in the book in play and more importantly in balance these leaders would have far less moles to whack, and therefore much more time and energy available execute on their greater purpose.

Shane Willard April 21, 2021

Bill & Jason get it. Having coached thousands of businesses and business leaders their insight is invaluable. They beautifully weave Vision, Values, Culture, Strategy & Purpose together into actionable steps any leader can implement. As they say, no matter how good one is at these individual elements, without balance greatness will always lie just behind your reach.

The 'what-would-it-take' concept in Chapter 2 makes you peel back the excuses and think creatively. "To achieve the impossible you must first envision the improbable."

At its core, this book serves as a blueprint for each vital element necessary to achieve success and balance organizationally (and personally). It reminds leadership where they need to focus.

Joe Fera April 1, 2021

What would it take to shatter your limiting beliefs and lead your company to heights only dreamed? Read ‘Mastering Your Balance’. Bill & Jason have demystified the ‘Dark Matter’ of great leadership and great organizations and boiled it down to highly actionable and implementable elements. Aha moments abound!

LR March 31, 2021

Mastering Your Balance answers the question and is a must read and reread for any organization daring to go from good to great! Mastering Your Balance shines a much needed light, drawing our attention to it, causing us to remember it's significance. More than words, we are reminded that a carefully crafted mission/vision statement is the organization's North Star.

Severin Sorensen March 24, 2021

As a business coach I'm always looking for books to inspire the human mind, and give direction to business owners seeking to raise their performance in the great game of business. Mastering Your Balance is one of those books. The authors are experienced in the art of giving profound advice to their clients.