James Wilbanks

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.

Jasen BraunSeptember 23, 2024Kindred Wealth

Tim McGraw

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!

Jasen BraunSeptember 23, 2024Eleven22 Capital Partners

Clara "CJ" Charlebois

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.

Jasen BraunSeptember 23, 2024Guided Wealth Advisors

Stephen Duvall

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.

Jasen BraunSeptember 16, 2024Summit House Wealth Partners

Hailey McClain

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!

Jasen BraunSeptember 12, 2024Deep Sky Wealth

Dana Nelson

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.

Julia HartlandOctober 26, 2020Nelson Kellmann & Associates

Bryan Keever

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.

Julia HartlandOctober 26, 2020The Keever Group

Chris Anderson

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.

Julia HartlandOctober 26, 2020Generations Planning Partners

Jim Hayes

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.

Julia HartlandOctober 26, 2020Point To Point Wealth Planning

Doug Roberts

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.

Julia HartlandOctober 26, 2020Blane Advisory Group

Jim Ritter

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.

Julia HartlandOctober 26, 2020Boldspire Wealth

Matt Miller

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.

Julia HartlandOctober 26, 2020Castlewatch Wealth

Jennifer Gray

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!

Julia HartlandOctober 25, 2020Stepping Stone Wealth & Summit House Wealth Partners

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