Book a Strategic Advisory Briefing
Book a 30 or 60 minute Strategic Advisory Briefing with John A. Wheeler, Founder and CEO of Wheelhouse Advisors. Whether you are evaluating a risk technology investment, conducting vendor due diligence, benchmarking competitive positioning, or seeking independent market intelligence on the IRM landscape, a Strategic Advisory Briefing delivers the clarity and confidence to move forward.
John created the Integrated Risk Management (IRM) category at Gartner and was recognized as a Top 5 author in Gartner's Technology & Service Provider organization, advising thousands of executives on risk technology strategy globally. His career spans over 35 years across executive, advisory, audit, and research roles at Accenture, Ernst & Young, Turner Broadcasting, SunTrust, and Gartner - giving him a full-spectrum perspective as practitioner, auditor, consultant, and analyst that few advisors can match.
John has been named among the 100 Most Influential People in Finance, Top 40 Finance Executives Under 40, and is the recipient of the Gartner Risk Management Thought Leadership Award. He holds an MBA from Emory University's Goizueta Business School and a BBA in Finance from Emory University.
Briefings are informed by the full research and intelligence capabilities of Wheelhouse Advisors, including the IRM Navigator™ Model, the IRM50 vendor universe, and ongoing market analysis published through The RTJ Bridge - the only independent IRM research platform built by the analyst who created the category.
Who should schedule
Investment and advisory professionals
- Private Equity Investor
- Hedge Fund Analyst
- Management Consultant
- Corporate Development Leader
- Venture Capital Analyst
- Expert Network Client
End-user executives
- Chief Risk Officer
- Chief Information Security Officer
- Chief Compliance Officer
- Chief Legal Officer
- Head of Enterprise Risk
- Head of Operational Risk
- Board or Audit Committee Liaison
Technology and service provider leaders
- Tech CEO
- Chief Marketing Officer
- Chief Product Officer
- GM or BU Leader
- Consulting Partner or Managing Director
- Head of Product Marketing
- Analyst Relations Director
What we cover
Briefings are tailored to your objectives and may include market landscape assessment, vendor evaluation and selection criteria, AI disruption risk analysis, IRM strategy and maturity benchmarking, competitive positioning, investment diligence support, and product strategy or roadmap alignment.
How it works
- Payment is collected at booking to confirm your session
- You will receive a Google Meet link and confirmation email immediately
- You may reschedule up to 48 hours in advance using the link in your confirmation
Ready to book?
Strategic Advisory Briefings are paid working sessions. Select a time using the scheduler below to complete booking and receive your Google Meet link by email.
If you require an invoice for procurement, email info@wheelhouseadvisors.com before booking and we will assist.
Cancellation and payment policy
- Cancellations within 48 hours are non-refundable
- No-shows are not refunded
- A mutual NDA is available on request for all briefing sessions
Awareness-only research updates: If you only need to share a brief AR update for research awareness, email a 1–2 page summary or a concise deck (up to 10 slides) to info@wheelhouseadvisors.com. No meeting, feedback, or deliverables are provided on that path.