Take the free Spirit-Led CEO Assessment™ and find out which area of your business, life, or faith is silently draining the other two.
Most financial advisors score strong in business. But when we look at their life and their faith? That's where the cracks are hiding.
This assessment takes about 3 minutes. You'll answer 15 honest questions across three areas - your business, your life, and your faith - and get your scores instantly.
No fluff. No sales pitch. Just a mirror.
If you're a financial advisor doing $500K to $10M, you probably know this feeling:
You wake up with your mind already racing - 100 things on the list before your feet hit the floor.
You're productive all day, but it never feels like enough.
You come home physically, but mentally you're still at the office.
Your spouse says "you're never really here" - and deep down, you know they're right.
You feel a sense of peace and connection on Sunday. But by Monday at noon, you've lost the peace, lost the perspective, and you're back to stress and running hard.
You've built a solid business, but it's consuming you. Your life feels out of balance. And you're wondering - how do I juggle all of this?
You don't have just a business problem.
You might have a wholeness and happiness problem.
And you can't fix what you can't see.
Is your practice growing without grinding you down - or are you the bottleneck holding everything together?
Find out if your vision, team, systems, and leadership are where you think they are.
Are you genuinely present with the people who matter - or just physically in the room? Are you taking good care of your relationships, your life, and your health?
Find out if your energy, your peace of mind, and the people you love are getting the best of you - or the leftovers.
Do you have peace and perspective throughout the week - or only on Sundays? Are you able to feel God's presence and leading in the middle of your workday?
Find out if you're living with purpose and peace, or running on empty while your faith sits on the shelf until the weekend.
Which reveals whether these three areas are working together - or quietly working against each other.
I scored strong in business, but my life and faith scores were brutal. Seeing those numbers next to each other hit me hard. I've been ignoring the two areas that actually matter most.
I thought my problem was time management. The assessment showed me it's actually about presence - I'm physically with my family but mentally still at the office. That clarity alone changed how I think about everything.
This is the first assessment that asked me about my faith and my business in the same place. Nobody has ever done that. I finally have words for what I've been feeling.
Your gut reaction is usually the right one.
Across Business, Life, and Faith - plus your overall wholeness score.
And exactly what you can do about it.
Tom transforms business leaders' lives and businesses from where they are to where they're destined to be.
He empowers his clients to discover and live their vision, their mission, and their calling - for their business and their life.
For over 30 years, Tom has coached financial advisors on the intersection of business growth, personal presence, and spiritual depth. CNN contributor. Published author. Creator of the Spirit-Led CEO Framework™.
Tom built this assessment because the advisors he works with all share the same story: the business is solid, but their life and their faith are paying the price.
This assessment puts all three areas side by side - usually for the first time - so you can finally see the full picture.
You already know something is off. You've felt it for a while.
This assessment doesn't fix it. But it shows you - in 3 minutes - exactly what "off" is. Which area is draining the other two. Where you're strong and where you're bleeding.
15 questions. Instant results. Free. Confidential.
No credit card. No spam. Just clarity.