Efficiencies are key to running a successful practice. Our experienced team will help you implement change and enhancements needed to take you where you want to be.
“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.”
Utilizing a unique methodology to help you determine each segment of your client base (Cost $750 - $1,500+)
We will coach you and your team on the importance of segmenting your clients and help you understand the “art” of segmenting clients based on their complexity, referrals, and likeness.
We put a focus on the segmenting based on the following areas:
Throughout this process we will gather the necessary data and help you implement the client segmentation with your team.
There are many reasons to segment your client base:
Defining your practice's ideal client experience (Cost $1,000 - $2,000+)
The client experience you want to deliver is a key driver in your practice and will lead to how you price your client relationships and the amount of time your team spends managing the client relationship.
Throughout this process, we will help you define the following:
Our process includes the following:
Webinar to define your ideal client experience
Assistance in implementing the client experience in your practice
Webinar to define your ideal client experience
Assistance in implementing the client experience in your practice
Meeting to develop and finalize your brochure & a coaching session to present the brochure to your clients and prospects (Cost $1,000 - $3,000+)
This brochure will be customized to the client experience you want to deliver to your clients and aligned to your mission and vision.
This brochure will help you communicate the following values to your clients and prospects:
Our process includes the following:
1-hour webinar to develop and review your brochure & 1-hour coaching session to present the brochure to your clients and prospects
Approval coordination through your legal process
1-hour webinar to develop and review your brochure & 1-hour coaching session to present the brochure to your clients and prospects
Approval coordination through your legal process
Meeting to document your cost model and define your ideal cost structure (Cost $1,000 - $2,000+)
We will collaborate to create your ideal cost structure for your clients in order to run a profitable and sustainable practice in the long term. We will use industry data to help you determine the correct pricing for your business.
Throughout this process, we will help you define the following:
Our process includes the following:
1-hour webinar to document your cost model and define your ideal cost structure
Assistance in implementing a long-term cost structure solution for your practice
1-hour webinar to document your cost model and define your ideal cost structure
Assistance in implementing a long-term cost structure solution for your practice
Managing assets effectively is a key piece of helping your clients achieve their goals. Our goal is to understand your current methodology, identify opportunities for improvement, and help you implement those enhancements in your practice. We believe that a better process leads to better outcomes for you and your clients. (Cost $3,500 - $5,500+)
Our objectives are to:
Our process includes the following:
Assessment of your current investment methodology, processes and fee structure
Identification of potential enhancements
Guidance in implementing proposed enhancements with your team
Assessment of your current investment methodology, processes and fee structure
Identification of potential enhancements
Guidance in implementing proposed enhancements with your team
Documenting and defining your end-to-end client workflow process and assisting your team in implementing the changes (Cost $1,350 - $2,700+)
Existing Client Workflow:
Throughout this process, we will work with your team to help illustrate the tasks, ownership, hand-offs and timing associated with onboarding a new client.
New Client Workflow:
Throughout this process, we will work with your team to help illustrate the tasks, ownership, hand-offs and timing associated with preparing for a financial planning client meeting: