Ready to See Where You Stand?

Advisory Leadership Compass(TM)

The Advisory Leadership Compass is a proprietary framework designed for high-performing professionals ready to evolve from execution to true advisory leadership.

It centers on four essential pillarsPrinciples, Coverage, Presence, and Performance.

At the core lies Principles: your internal operating system— energy, mindset, and leadership identity. The other three are tactical: they drive origination, influence, and commercial outcomes.

Together, these four dimensions help you assess where you stand today, uncover what’s holding you back, and chart a personalized path toward becoming a high-impact, trusted advisor.

How It Works

Take the Assessment

Answer a curated set of questions that explore your current positioning across key advisory leadership competencies. This 10-minute, no-risk reflection requires no proprietary information—and is designed to spark insight and clarity.

Instant Personalized Scorecard

Once submitted, you’ll receive a tailored scorecard to your email with insights on where you stand across each pillar—what’s working, what needs development, and how to move forward.

Plan Your Next Steps

The compass doesn’t just give you a score—it gives you a starting point. Use it to develop a targeted strategy that moves you closer to becoming a trusted advisor and business originator.