Our Jambalaya advisor conferences are focused on helping successful financial advisors become better business owners by sharing industry changes, technology updates, soft skills and resources to help you run your business
Audience: Practice Owners & Advisors
2024 Annual Jambalaya Group Conference
Date: TBD
Our Associate Advisor conference is designed to train and coach future leaders of a practice in the areas of leadership, business ownership, industry skills, and soft skills, that will affect their futures
The goal of this conference is to prepare non-owner advisors to be well equipped for the challenges of leading a team and business ownership.
Audience: Future owners of financial advising practices
2024 Jambalaya Group AFA Conference
Date: TBD
Each interactive session offers content from around the industry, along with guidance on how to implement ideas and opportunities for discussion
Each quarter, the Investment Think Tank webinar brings market insights, investment resources and new ideas to Advisors and their teams, helping them to offer world-class Asset Management services to their clients.
The Operations Leader Discussion Group & Conference is intended to help operations leaders develop and refine their skillsets to become an effective and successful leader
Our Operations Leader conferences are focused on helping operational leaders develop and refine their skillsets in leadership and operational efficiencies.
Audience: Individuals with an official Operational role (Invite Only)
2024 Operations Leader Conference
Date: TBD
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Each interactive session provides an opportunity to be made aware of timely issues, as well as provide a platform to share best practices.
Audience: All staff members of a practice
The Client Seminar Series is a turn-key webinar series for practices to invite their clients
*For Ameriprise Financial Practices Only
Jambalaya Group offers our monthly Seminar Series WebEx events for you and your clients as a value-add. We work closely with wholesalers to hand-pick timely topics and we do virtually all of the legwork involved in planning and preparing for these events. All you have to do is add the event into to your advisor/team website and communicate the event details to your clients. Even if you don’t have clients attend, this is a great opportunity for a number of reasons:
- Clients see the educational experience as an added value and it helps build your relationship
- By adding the events to your advisor and/or team website, you’ll increase your website completion score and your site will be higher on the list of searches due to updated content
This is a 6-month coaching program focused on leadership skills
During this 6 month coaching program, you will be connected with like-minded peers in a cohort model to build your leadership skills.
This group is focused on helping Paraplanners and AFA’s develop the right mindsets and core skills
This group is focused on helping Paraplanners and AFA’s develop the right mindsets and core skills needed to successfully create, present, and provide rationale for appropriate Financial Planning recommendations for clients.
This small cohort group is focused on helping advisors successfully service clients and deepen relationships
Six-month program with bi-weekly webinars. Small cohort groups of 6-12 advisors, focused on helping advisors develop the right mindsets and core skills needed to successfully service clients and deepen relationships.
The goal of this structure is to introduce key concepts, synthesize information and practice skills with live feedback from Trainers and peers, and engage in guided practice and follow-up work.
This small cohort group is focused on business ownership skills.
During this 6 month coaching program, you will be connected with like-minded peers in a cohort model to build your leadership skills.