Coaching Topics

  • Client Grading
  • Client Experience Definition
  • Developing Your Value Proposition
  • Practice Cost Models and Fee Review
  • Developing a Menu of Services
  • Practice Role Assessments and Definitions
  • Workflow Definition
  • Practice Valuations & Buy/Sell Agreements
  • Practice Rebranding (Alternative Names)
  • AFA Compensation Agreements
  • Fiscal Management
  • Recruiting and Interviewing
  • Staff Evaluations
  • Compensation Reviews
  • Business Entity Planning
  • Advisor Leadership Skills
  • Operating Agreements
  • Multi-Generational Planning
  • Behavioral Advice
  • Business Planning
  • Office Moves or Build Out
  • AFA Development
  • Formal Team Creation, Mergers and Dissolution
  • Effective Use of Social Media


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In addition to our Consulting and Coaching services, we offer a variety of other benefits to support you and your practice.

  • Marketing Plan Creation
  • Practice Acquisition and Recruiting Support
  • Coordination of educational client seminars
  • Career development planning
  • Ability to conduct client focus groups
  • New employee onboarding support
  • Client event coordination and execution

At Jambalaya Group, we offer a wide variety of services and solutions for your business. Given our team's expertise and over 115 years of combined financial services industry experience, together we will create a fulfilling recipe for your success. If you are looking for help taking your business to the next level, transitioning it to the next generation, or just feeling more in control of what's already on your plate, we are here to help.