High-quality prospects are probably already working with CPAs and estate attorneys. The fact that they are already paying a fee for advice and assistance can be a first-level qualifier itself. So, the question is, how can you form this profitable partnership? A must read before you network with an attorney or CPA again. 

Bernie DeLaRosa, CFP®, ChFC®, CLU®, APMA®, CASL®

Resilient people adapt well when they face adversity, trauma, tragedy and significant stress. They don’t stay stuck in the negative; they learn and move on. They have embedded defense mechanisms into their lifestyle that help them combat the difficult stuff of life. Here are five weapons to consider in your coping arsenal...

Kristine K. Hartland, CFP™, CFS, CEBS, EA

Savoring life means not going so quickly that you miss the taste, the essence, and the real meaning behind what you are doing. Let's begin by finding some more time by going for the sweet spot (and I'm not talking about dessert!) Download our free, editable "Ingredients to Reclaim Your Time Checklist" to help you take more specific action on some of the ideas. 

We fought for the attention of that top client, and now we are trying to answer someone who is whispering a question of little consequence to us while we are talking with that client we won on the phone about how we are doing with their life savings. Truly, we are living in a state of distraction. Here are 10 ways you can stop being driven to distraction and be truly productive by staying focused on what’s most important...

Aaron D. McPherson, CRPC®, APMA®, BFA™, Training Manager

When the goals of the organization crystalize, and each team member knows what contribution they are expected to make to meet those goals, there is strategic alignment – this is when things work in harmony. Here are three types of alignment to consider within your organization, along with three questions to ask yourself about your current alignment and three ways you can adjust a misalignment.

Jambalaya Group © ALL RIGHTS RESERVED.

Have you ever said, “It’s just easier to do it myself?” Once upon a time, I even said it myself -- that is until you finally realize you can’t do everything. And quite frankly, some people can do some things better than you. So what goes so wrong that it warrants hogging the ball to ourselves and not wanting to play with each other? There is a whole skill set in how to toss the ball to someone else. I am inclined to say many of us need to practice this skill. In fact, I’d venture to say the reason other people don’t get things done is due to one of two reasons...

Bernie DeLaRosa, CFP®, ChFC®, CRPC®, CLU®, APMA®, CASL®, BFA™
Bernie DeLaRosa, CFP®, ChFC®, CRPC®, CLU®, APMA®, CASL®, BFA™

We have recently been through a season of conferences and planning. However, introducing the great takeaways from a continuing education or due diligence conference can be confusing without the proper context. Let’s lay out the steps that can make this appreciated, celebrated and woven into the DNA of your practices...

Bernie DeLaRosa, CFP®, ChFC®, CLU®, APMA®, CASL®

The purpose of Behavioral Finance is to provide a greater understanding of the role that emotions play in the decision-making process, and to provide tools and techniques to help utilize that knowledge to make more rational, values-based decisions. Read on to learn about out BFA™ designation program.

Kris Hartland, CFP®, CFS®
by Kristine Hartland, CFP®, CFS®, CEBS, EA
Bernie DeLaRosa, CFP®, ChFC®, CRPC®, CLU®, APMA®, CASL®,BFA™

You have been looking at the big picture through the framework of your business plans and your goals for 2019. Now it’s time to get tactical. We will begin with clarifying what we mean by designing elegant systems, then give you an example of processes that help make a difference. Finally, we will invite you to identify regular routines in your practices that are currently clunky, so we can help you make them more elegant...

As a business owner, it's important to identify the current value and factors that will build equity for your company and incorporate the appropriate strategies into your business plan. Here's how you can get started.

The purpose of Behavioral Finance is to provide a greater understanding of the role that emotions play in the decision-making process, and to provide tools and techniques to help utilize that knowledge to make more rational, values-based decisions. What are the recommendations requirements at Ameriprise? Read on to learn more about our BFA™ designation program and how you can register.

Bernie DeLaRosa, CFP®, ChFC®, CRPC®, CLU®, APMA®, CASL®, BFA™

We think a lot about processes and systems at Jambalaya Group, but even the best of systems alone will not create the ultimate client experience. The manner in which processes are executed is even more critical to the experience. We believe manners still matter. We want to make a case for how people respond to a refined approach, professional demeanor and sincere desire to serve...

ARTICLES: RECIPES FOR SUCCESS

If you are looking forward to achieving more in the new year, let’s begin together by counting our blessings. In this article, we will explore the reasons why starting your day with gratitude is one of the most productive things you can do and share strategies on how to practice gratitude as part of your plan for success...

Tis the season to celebrate! It is a time when we can see the fruit of our year’s labor and celebrate with those who made it happen. It allows us to take a breath and look forward to a new season ahead. As we enter this season of celebration, let me share five ways you can show your appreciation for others, how to know which way to use, and when to deliver it...

Jasen Braun, CFP®, MBA, CRPC®, BFA™, Business Development Director
Bernie DeLaRosa, CFP®, ChFC®, CRPC®, CLU®, APMA®, CASL®, BFA™
Bernie DeLaRosa, CFP®, ChFC®, CRPC®, CLU®, APMA®, CASL®,BFA™
Bernie DeLaRosa, CFP®, ChFC®, CLU®, APMA®, CASL®
Bernard DeLaRosa, CFP®, ChFC®, CRPC®, CLU®, APMA®, CASL®, BFA™

While it is reassuring that most all the practices have a business plan in place for 2019, I get the sense that this is a task completed, checked off the list and then left behind. However, establishing goals for the new year and completing the Business Planning template is only the beginning, a foundational skeleton. So, find that business plan you put together and let’s ensure it breathes life into your practice... 

by Kristine Hartland, CFP®, CFS®, CEBS, EA

The idea of being objective is to look at things from a higher platform. Let’s go through this thought process together and see how we can all contribute to a great client experience while providing strong compliance and relationship building simultaneously. It takes training to come to objective conclusions, but here are some simple steps to help jumpstart the process:

You are out to lunch when a client passes by and greets you. They introduce you to the person with whom they are dining; you cordially greet them and move on. When the person dining with your client asks more about you, whatever your client says to them, that is your brand. You have a tremendous opportunity to influence what they say about you, and you should use that influence wisely. Here are seven simple ways you can impact your brand in the marketplace in a powerful way...


One of my mentors used to say, always be teaching them the rules of business. I thought about that a lot. Don’t they already know? Isn’t that what college is for? Why do they need me to tell them how to succeed? I’ve come to the conclusion that it is not as obvious as we would think and that there is a cause for discord on some teams because of a basic lack of understanding of the rules of business. Therefore, let’s not take it for granted. I don’t want anyone we work with to fall short of what they are capable of for lack of this understanding, so I’m asking each of you to read the following seven rules of business...

Bernie DeLaRosa, CFP®, ChFC®, CRPC®, CLU®, APMA®, CASL®, BFA™
by Kristine Hartland, CFP®, CFS®, CEBS, EA