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Bundled & A La Carte Services Practice Management Coaching & Training Human Capital Management Business Management Practice Assessment
 

helping successful advisors become equally successful business owners

Practice Assessment

Our Jambalaya assessment process takes place over a period of 2-3 months. This process allows us to provide detailed observations and recommendations to help you accomplish your goals.

 
 
“Jambalaya’s 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.”
— Greg Josewski, OwnPath Wealth Advisors
 
 


Franchise Owner Personal & Business Goals

During this process, we will discuss personal and business goals.
  • Understand the owner’s role in the practice
  • Understand how that role may change in the future
  • Review of values
  • Discuss short and long-term goals
  • Discuss your business and marketing plan
  • Review of tasks in the practice

Team Personal & Career Goals

During this process, we will interview the staff to determine their current role and career aspirations.
  • Understand role in the practice
  • Review your values
  • Discuss short and long-term goals
  • Review of tasks in the practice


 


  • We will gather your current practice processes and business ownership documents
  • Review how the practice is currently structured
  • Discuss current real estate and office space
  • Assessment of accounting and financial systems
  • Discuss how budgets and forecasting are established


 


  • Discuss your organization and role structures
  • Discuss your recruiting and onboarding strategy
  • Review your compensation structure and plan
  • Discuss your team’s development and performance structure


 


  • Discuss how you are segmenting your clients
  • Discuss your current client experience documentation
  • Discuss your current cost structures
  • Discuss your current workflow processes and procedures
  • Gather financial planning documents for analysis


 


  • Review of investment platforms and vehicles
  • Discuss your security selection process
  • Discuss your strategy on asset allocation
  • Review of investment processes and structure
  • Holdings review to understanding of the scope of the investment holdings in your book of business


 


  • Throughout this process, we will work with your team to identify your use of technology in your practice
  • Review of your website and social media
  • Discussion on how you are using events and webinars


 


A client advisory event is an opportunity to invite a select group of clients to a working dinner or lunch. During this time, they are asked to provide input and perspectives on a variety of topics related to the practice.