On this episode of The Get Ready Money Podcast, I spoke with Cameo Roberson and Kari Ellis, co-authors of Beyond the Broker, about how women can find success in financial services by embracing independence, leaning into their purpose, and harnessing the power of their networks.
š” Key Takeaways:
š¹ The power of your network is instrumental to reaching the next level
š¹ Independence isnāt just a career moveāitās a defining step toward serving clients on your terms
š¹ Let your why guide your decisions
š¹ Going independent helps you grow and discover new strengths
š¹ You have to find your niche and what aligns with your core values
š¹ Donāt let self-doubt become your ceilingābelieve in your potential
š¹ Look for ways to support others in your community
Connect with Cameo Roberson:
Connect with Kari Ellis:
Books:
- Beyond The Broker: Navigating Financial Advisory Independence" by Cameo Roberson with contributions from Kari Ellis and other top professionals (Amazon)
- Financial Trendsetters: Revolutionizing the role women play in building wealth by Jessica Weaver with contributions from Cameo Roberson and other leaders (Amazon)
Bio:Ā
Cameo Roberson is the CEO/Founder of Atlas Park Consulting, an Operations Strategy and Fractional COO Agency. Cameo helps service-based business owners and financial advisors scale by turning their existing network into a consistent referral engine and installing the operational systems they need to handle the growthāin under 12 months, without burnoutāso they can run a profitable, process-driven business that doesnāt rely solely on them. Co-author of Beyond The Broker: Navigating Financial Advisory Independence is your step-by-step guide to breaking free with confidence and launching an independent advisory firm. Cameo spent over 15+ years in the RIA space, is an industry expert, and has been featured in several publications: including Investment News, Forbes, and The Journal of Financial Planning. Based in Northern California, Cameo works with clients all over the US and in Canada.Ā
Ā
Kari Ellis is the Founder and CEO of WayPoint consulting Partners. With over 15 years of experience in the Insurance and Financial Services field, Kari is an industry expert. As a seasoned Career Consultant, she recruits experienced financial advisors and insurance professionals across the country, covering traditional brokerage, boutique, and regional firms and the possibilities within the independent broker-dealer, and RIA space. Kari has grown WayPoint Consulting Partners through a demonstrated history of matching accomplished candidates together with qualified career opportunities. She and her team recognize the challenges today's career seekers experience and stands ready to provide unwavering support at every turn. Kari and her
The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.
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