Whether you’re new to the industry or an experienced advisor, we offer training for all members of your financial planning practice.
Our training team is ready to partner with your practice to ensure new and existing staff obtain the knowledge necessary to be successful in their roles.
“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.”
Our coaches will work with you 1:1 to help you define your goals and put a plan together to accomplish your goals. We take a values-based approach to coaching and our primary goal is help you align your values with your goals to achieve success in your life.
Our 1:1 coaching sessions are highly customizable to you and would focus on the following areas:
Multigenerational Family Meetings (Cost $2,500+)
Education on Teaming (Cost $3,000)
During this process, we will assess your situation, educate you on available options and prepare you to make an educated decision on the next steps in the teaming process.
The sessions will focus on these key areas:
Practice Acquisition Coaching (Cost $3,000+)
Throughout this process, we will work with your team to help illustrate the tasks, ownership, hand-offs and timing associated with preparing for practice acquisition marketing strategies:
Our services include:
Weekly – Bi-Weekly – Monthly Coaching Options: 30 minute or 1-Hour Coaching Webinar Sessions
Access to additional Jambalaya Resources
Weekly – Bi-Weekly – Monthly Coaching Options: 30 minute or 1-Hour Coaching Webinar Sessions
Access to additional Jambalaya Resources
In this small business executive leadership program, you will collaborate with peers to learn the critical frameworks, tools and skills to solve your business challenges and develop in your role. Schedules vary by group, but are generally every other month over the course of a year, or monthly for 6 months.
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The Jambalaya Group has taken each C-Suite job description and broken up the job responsibilities into 3 phases:
Establish the foundation - We believe these are the most important items you need to install and ensure are working effectively when executing your role
Build on the foundation - Once the foundation is in place, there are additional enhancements that can be implemented to deepen and expand your initial efforts
Advanced topics - Continue to enhance your leadership skills and learn from the experience of your peers in the same role
Emerging Leader Cohort Group (Cost $1,500) & Next Generation Business Owner Cohort Group (Cost $2,000)
Areas of focus:
Leadership Essentials Influential Communication Self-Management & Awareness |
Effectively Leading Others Situational Leadership Building Trust with Your Team |
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Areas of focus:
Implementing your leadership skills Decision making process in a partnership Equity structures in a small business |
Intro to small business financials Human capital essentials Conflict Management Strategies Overview of C-Suite Roles |
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1:1 coaching to educate Advisors on developing the skills needed to be successful in their role (Cost: $6,000+)
Our coach will complete a thorough assessment to determine areas of focus during the 3-month coaching relationship.
The four areas of focus for each coaching session include:
1:1 coaching relationship provides practical guidance and support to help Advisors accomplish their goals. It can be used separately or to provide context for the training provided through Advisor Learning Institute™. A coach is assigned for personalized attention to real practice matters. The process assures implementation of the knowledge acquired and supplements education needed based on present clients, cases, and processes.
Coaching topics can include:
Goal Setting & Accountability Value Proposition Role Play Financial Planning Case Analysis Presentation Skills Sale Skills Marketing Plan Development Creating Healthly Tension with Clients |
Delivering Ideal Client Experience Client Acquisition Strategies Analyzing Book of Business to Drive Results Behavioral Advice Asking for Referrals Model Week Professional Designation Coaching |
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Focused on helping Advisors develop the right mindsets and core skills needed to successfully service clients and deepen relationships
Visualizing the Future
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Capturing Opportunities
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Moving Clients Forward
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Our experienced trainers will build a customized plan for your team members that is tailored to their role and will help set them up for success.
Jambalaya Training Philosophy – 3-pronged approach to learning
We create a robust training plan for your learner
Reactive questioning and access to our training team
Scheduled training sessions with a trainer to check out the learner and discuss tips, tricks and best practices
Training on necessary tools for most roles in a practice (Cost: $300 hourly rate)
Training on advanced tools ideal for experienced staff members (Cost: $300 hourly rate)
Implementation of marketing tools in your practice (Cost: $300 hourly rate)
Focused on helping Paraplanners and AFAs improve their understanding of the NaviPlan tool, including best practices for data entry and detailed understanding of the underlying assumptions and reports necessary to analyze client cases and create potential solutions (Cost: $600)
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Group sessions:
NaviPlan Overview Plan Setup & Assumptions |
Case Study Review #1 Case Study Review #2 Case Study Review #3 |
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Focused on helping Paraplanners and AFAs develop the right mindsets and core skills needed to successfully create, present and provide rationale for appropriate Financial Planning recommendations for clients (Cost: $1,250)
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Group sessions:
Intro & Financial Position Review Retirement Planning Investment Management |
Protection Planning Tax & Estate Planning Final Review & Series Wrap-Up |
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On-Demand TrainingThe on-demand training sessions are courses structured to help your team members learn essential skills to develop in their role.
Below are the three levels of on-demand training:
This 2-part series is ideal for learning the basics of the financial services industry
The New to the Industry series is for those who are new to the financial services industry or new to your company. This two-part series will familiarize staff with industry terminology, concepts, product basics, and financial planning compliance requirements. The intent of this series is to make new staff comfortable with the language used by advisors, other staff, and clients in the office. Participants will receive follow-up material they can use as reference.
Target Audience: This series of courses is for non-licensed or licensed staff. Particularly those who are new to the financial services industry or new to the financial services industry.
This 6-part series is ideal for learning strategic analysis of products and developing recommendations
Life Insurance Disability and Long-term Care Insurance Financial Planning Process |
Annuities Brokerage and Managed Accounts Other Products: REITs, BDCs, UITs, and Structured Products |
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The Product Training for Paraplanners series is for those who are new to the paraplanner role or licensed staff on the track to becoming a paraplanner. This six-part series will familiarize paraplanners with how products work, why clients would use a product, and items to consider before recommending a product. The intent of this series is to give new paraplanners a solid product foundation to work from.
Target Audience: This series of courses is for licensed staff, particularly those who are new to the paraplanner role or on the track to becoming a paraplanner
This 6-part series is ideal for applying the 6 areas of financial planning in a client's financial plan
Financial Position Investment Planning Protection Planning |
Retirement Planning - Parts 1 & 2 Tax and Estate Planning |
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The Strategic Skills for Associate Financial Advisors (AFA) series is for those who are new to the AFA role or licensed paraplanners on the track to becoming an AFA. This six-part series will help AFAs be prepared to lead conversations with clients using the six areas of financial planning as a roadmap. The course material covers essential concepts in each of the six areas of financial planning.
Target Audience: This series of courses is for licensed staff, particularly those who are newly appointed as AFAs or on the track to becoming an AFA
