Communicate Your Value as
an Independent Advisor
Unleash Your True Value™ Series
In this episode, I talk with Cameo Roberson, Founder of Atlas Park Consulting, a Business Coaching & Fractional COO Agency for Financial Advisors and Wealth Management firms. She helps advisors start their own RIA and leaders execute their growth strategy and drive revenue without feeling overwhelmed.
Our conversation focuses on the challenges women advisors face and how to rise above these obstacles and build a thriving practice. Cameo offers her insights into being a black woman in the field and offers tips for navigating the profession as a person of color. One of the things she recommends is to constantly build and nurture your network so she hosts an annual Planning for Profits Summit to make it easy for advisors to do so.
Listen to this podcast and discover:
The advantages and challenges of being an independent advisor
Some roadblocks for black and brown women in the wealth management industry
The importance of mentorship and sponsorship in improving the diversity and inclusion in the profession
How building systems and processes is vital to providing value to your clients
Why you need to keep networking even if your career is going smoothly
Want to connect with Cameo? Here’s how:
Cameo’s LinkedIn, Facebook, and Instagram
Atlas Park Consulting website.
Cameo’s New Book, Financial Trendsetters: Revolutionizing the role women play in building wealth.
Planning for Profits Summit website
We value the engagement of our listeners. However, please note that we do not accept unsolicited submissions, suggestions, or promotional content via email. Our team carefully curates all content in alignment with our strategic planning. Thank you for your understanding and continued support.
.et_bloom .et_bloom_optin_1 .et_bloom_form_content { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container .et_bloom_form_header { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_fields i { color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_custom_field_radio i:before { background: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 strong { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; }.et_bloom .et_bloom_optin_1 .et_bloom_form_container p, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p strong, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form input, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form button span { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; }
Subscribe: Get notified when new episodes are live.
Submit
Your question has been submitted!
Recent Posts