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the right mix of expertise for your business

We help successful advisors become equally successful business owners

Practice Management Marketing Human Capital Management Coaching and Training Business Management

At Jambalaya Group, we offer a wide variety of services and solutions for your financial advising business. Our experienced team can help assess your needs and structure a hands-on plan to implement those solutions with your team.

 
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how may we serve you today?


Our menu of services


We are committed to helping practices with a strong foundation take things to the next level. We focus on bridging exceptional people and processes to help deliver the vision you have for your practice and beyond.


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Practice Management


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.


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Coaching & Training


Our training team is ready to partner with you to ensure new and existing team members obtain the knowledge, skills, and competencies necessary to be successful in their roles.


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Human Capital Management


Finding and keeping the right talent can be a challenge in any practice. We make that easier for you by defining your organizational needs and handling the hiring process.


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Business Management


From valuing your practice to helping you set up a succession plan, our team has the expertise to ensure you’re on the right track to accomplish your goals as a business owner.


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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.


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Cate DeLaRosa
Cate DeLaRosa,

Managing Business Consultant

getting to know you

Meet our team

We know what it’s like to run a small business because we are a small business, too. Our advantage? We’ve been coaching and consulting different sizes of businesses, with structures that range from solo to ensemble to large ensemble.

We have a “sweet spot” in working with teams. We are passionate about people. We believe in process, and our hearts are in seeing success that’s defined by YOU.

View all team members → 

 
 

what our clients are saying

Testimonials

 

 
 
 

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