The Architect Assessment:
Identify Your Highest-Value Role

After working with hundreds of advisors, I've identified 6 distinct archetypes. Most successful RIA owners are trying to be all six. That's why they're exhausted.

You've built something successful.
But...
Every decision still flows through you.
Every fire needs you to put it out.
The question isn't whether you're talented - it's whether you're trapped in the wrong role.

⇒"Are you the Storyteller who inspires but lacks systematic execution?"

⇒"The Technician who delivers flawlessly but misses relational dynamics?"

⇒"The Strategist who sees the long game but suffers from analysis paralysis?"

The Architect Assessment:
Identify Your Highest-Value Role

After working with hundreds of advisors, I've identified 6 distinct archetypes. Most successful RIA owners are trying to be all six. That's why they're exhausted.

This assessment reveals:

✅ Your primary archetype and natural genius

✅ The specific blindspots holding you back

✅ Which roles to delegate vs. own

✅ How to build a team that complements your strengths"

This 36-question assessment takes approximately 15 minutes. You'll receive your detailed archetype analysis immediately upon completion.

The Jumpstart Coaching Lab ©All Rights Reserved | Privacy Policy

The Architect Assessment: Identify Your Highest-Value Role

After working with hundreds of advisors, I've identified 6 distinct archetypes. Most successful RIA owners are trying to be all six. That's why they're exhausted.

This assessment reveals:

✅ Your primary archetype and natural genius

✅ The specific blindspots holding you back

✅ Which roles to delegate vs. own

✅ How to build a team that complements your strengths"

This 36-question assessment takes approximately 15 minutes. You'll receive your detailed archetype analysis immediately upon completion.

The Jumpstart Coaching Lab ©All Rights Reserved | Privacy Policy

The Architect Assessment:
Identify Your Highest-Value Role