Assess Next Gen™ For
Family Business Advisors
Differentiate your value with a scientifically validated tool that offers a tangible way to aid your clients in decision making around succession, governance, leadership roles and more.
Schedule a Call To Learn MoreBecome a Licensed Advisor
Licensed Advisors receive all the resources and support needed to confidently use the Assess Next Gen™ process with their own clients, and can choose a one-time or lifetime license. Licensing comes with the freedom to price your delivery of Assess Next Gen™ to your clients as you choose.
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Our licensed advisors have demonstrated expertise as wealth advisors, estate and business attorneys, business psychologists, and family business officers.
As a licensed advisor, you will use Assess Next Gen™ to conduct a series of meetings to collect qualitative data into themes and categories. This will help get detailed feedback from each rater on what your client should start, stop, and continue.
The quantitative outcomes of our process include a 35+ page report that identifies each leader’s strengths, weaknesses, blind spots, and hidden talents. This report also features an 11-page guide to help leaders understand the feedback and a behavioral change process with resource identification to guide their next steps.
Increase the Value You Bring to Your Clients
Help your clients establish a culture of performance feedback, assess leadership strengths, prepare for continuity/succession, and optimize business performance through a validated leadership development process.
Download a FREE PDF outline of the
Assess Next Gen™ process.
Discover how to solve even the most complex leadership challenges faced by your clients.
Enter your contact information and check your inbox for your free download.
Become a Licensed Advisor
Licensed Advisors receive all the resources and support needed to confidently use the Assess Next Gen™ process with their own clients, and can choose a one-time or lifetime license. Licensing comes with the freedom to price your delivery of Assess Next Gen™ to your clients as you choose.
Start Now
