I have found Jambalaya Group to be an important resource and successful partner in two areas. The first area was defining the weaknesses in our current business model to make us more productive and effective. The second part is their analysis efforts, and this was very beneficial when we recently purchased a practice. They were exceptional in navigating all the home office, legal, and collaborative issues of the two practices.
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I’ve been in this business for over 20 years and have built a nice practice but wanted to take it to the next level. By utilizing routine check-in calls, frequent group sessions, an annual conference, and a list of available team members with specific focuses, it is comforting to have a team in place that we can call regarding all business matters so that we can focus on our clients.
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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. As an owner, I place significant value on this relationship.
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I have been in business for over 25 years and have never used a coach. For the first time, I am doing formal business planning, segmenting my clients, setting up the legal work to safeguard my practice, having my staff do a better job of managing workflow, establishing an investment committee to be more compliant, having a formal value proposition, and realizing I have to act like the CEO and learn how to do that. Yes, I am very happy to have them.
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Jambalaya has offered our advisory team top-class advice and service for many years. We count on them to provide our team members with training and guidance to become experts in their role, develop talent in the next generation of leaders, and offer business strategies for me as the business owner. Most recently, Jambalaya has provided us with a dedicated team member to personally facilitate our annual and quarterly business planning meetings.
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Every practice has those “one-off” situations that need quick attention. Jambalaya has a wide array of talented team members that will get back to me immediately to address the issue.
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Heading a team of 7 Advisors and 23 support staff while trying to focus on the bigger picture can prove challenging. Jambalaya posts our available positions over all major platforms, reviews resumes, and holds telephone pre-screen interviews so that I am only speaking with quality, qualified candidates. When a position is filled, Jambalaya’s extensive training plan helps ease the new hire into our practice.
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The Jambalaya Group does great work! They focused on the most important resource first, our people. By helping our team to develop their skill sets, exploring where their career paths can take them within the firm, improving communication and leadership abilities, our practice is beginning to transform. It has given us confidence and revitalized our willingness to grow and impact clients in a more profound way!
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