We have enjoyed a long relationship with the Jambalaya team. Last year we closed a merger/acquisition with direct support from Jambalaya and I cannot overstate the value their team brought us throughout the process. It was our first merger/acquisition and the sheer number of items on the project plan was staggering. They had an outstanding project plan based on their extensive experience in helping advisors through similar transactions. The regular meetings with the Jambalaya team made the process manageable for us and we were able to successfully complete the merger/acquisition within our scheduled timeline. I am certain that without their support the transaction would have taken us at least twice as long as it did, and the stress level would have been exponentially higher. Additionally, I cannot count the number of issues, problems, and roadblocks Jambalaya helped us avoid. Working with the team is one of the best business decisions we ever made.
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Working with Traci has allowed me to improve in areas of leadership that I was lacking. Not only does she provide excellent advice and suggestions on how to navigate a leadership role within my team, she also provides solutions based on challenges I have faced in real time. Her industry experience is on full display each time we meet!
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I am grateful for the work that the Jambalaya Group does for me. Their skill in HR is incredibly valuable. Having them handle all aspects of HR for my practice makes me a better employer, makes my team and business stronger, and allows me to focus on continuing to grow the business. Hiring them was one of the best business decisions I have ever made.
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The 360 Leadership Reviews were very helpful for our leadership team. Even though we are a relatively small business (less than 10 support staff) the process produced honest, candid feedback from our entire team. We were able to identify and quickly implement opportunities for improvement. The process has helped us improve our culture, communication and appreciated by our staff.
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I love knowing Jambalaya Group is in our corner. I can reach out to any team member for any reason and feel known - they know me, they know our practice, and they know our goals. The relationships we've built with them give us confidence to ask hard questions and try new things because I know they are for us and for our clients! I can always count on them to be at the forefront of change to help practices learn and grow. If there’s a new tool, a new resource, or a better way - I know that the Jambalaya Group already knows about it and they will be the first to schedule an advisor or staff training call to help get the word out to us! The advisor or staff webinars are always relevant, useful, and fresh!
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