We help successful advisors become equally successful business owners

I cannot recommend them highly enough. If you want to grow a business that goes beyond yourself and need help getting there, Jambalaya is the solution. Bernie is relentless about providing value and leadership to advisors who lead teams, and I wish I had been working with him 10 years sooner than I did.

Bernie and his team have given me the direction, tools, and specific action steps to transform my business to be a leader in systems and efficiencies. Their help has allowed me to grow my business at a quicker rate than I thought possible while providing me personal time so that I could become a better leader, father, and husband.

I have found Jambalaya Group to be an important resource and successful partner in two areas. The first area was defining the weaknesses in our current business model to make us more productive and effective. The second part is their analysis efforts, and this was very beneficial when we recently purchased a practice. They were exceptional in navigating all the home office, legal, and collaborative issues of the two practices.

I’ve been in this business for over 20 years and have built a nice practice but wanted to take it to the next level. By utilizing routine check-in calls, frequent group sessions, an annual conference, and a list of available team members with specific focuses, it is comforting to have a team in place that we can call regarding all business matters so that we can focus on our clients.

Under Jambalaya's guidance, we have formed a true team with service excellence, industry-leading growth, and have created substantial equity in the practice instead of just commission checks. As an owner, I place significant value on this relationship.

I have been in business for over 25 years and have never used a coach. For the first time, I am doing formal business planning, segmenting my clients, setting up the legal work to safeguard my practice, having my staff do a better job of managing workflow, establishing an investment committee to be more compliant, having a formal value proposition, and realizing I have to act like the CEO and learn how to do that. Yes, I am very happy to have them.

I am going to share some words with you that capture how I benefit from Jambalaya: Resources, Experience, Perspective, Focus, Accountability, Help, Listening, Training, and Coaching.

I wanted to thank Jambalaya for helping us add a wonderful employee to our group. Zach has been a great addition to the practice as our Paraplanner. He has come a long way with the help of your team. Once again – thank you to you and your group!!

Every practice has those “one-off” situations that need quick attention. Jambalaya has a wide array of talented team members that will get back to me immediately to address the issue.

Heading a team of 7 Advisors and 23 support staff while trying to focus on the bigger picture can prove challenging. Jambalaya posts our available positions over all major platforms, reviews resumes, and holds telephone pre-screen interviews so that I am only speaking with quality, qualified candidates. When a position is filled, Jambalaya’s extensive training plan helps ease the new hire into our practice.

The Jambalaya Group does great work! They focused on the most important resource first, our people. By helping our team to develop their skill sets, exploring where their career paths can take them within the firm, improving communication and leadership abilities, our practice is beginning to transform. It has given us confidence and revitalized our willingness to grow and impact clients in a more profound way!