Beyond The Broker: Navigating Financial Advisory Independence
Beyond The Broker: Navigating Financial Advisory Independence
is an exercise into investigating, understanding then defining what independence means for you. A culmination of insights, strategies, and experiences that go beyond traditional brokerages. I hope this book will challenge your ability to do great things and think boldly.
Are you ready to take control of your career and build the financial practice you’ve always envisioned?
The decision to break away from a wirehouse, broker-dealer, or large financial institution isn’t easy. There are countless pathways, obstacles, and unknowns that can make the journey feel overwhelming. But you don’t have to navigate it alone.
This Book is Your Guide to Independence.
In Beyond the Broker, industry expert Cameo Roberson, CEO of Atlas Park Consulting, and 12 co-authors share practical insights, expert strategies, and real-world success stories to help you confidently transition to independence.
Whether you’re contemplating the move or already on the path, this book provides a step-by-step framework to help you:
✔️ Define what independence means for you – Tucking into an existing firm or launching your own standalone RIA.
✔️ Navigate the complexities – Operations, compliance, marketing, technology, and client experience.
✔️ Balance career growth with your personal life – Because success should be on your terms.
✔️ Learn from industry experts and real-life advisor success stories – So you don’t have to figure it all out alone.
More Than a Book – A Mission to Empower Financial Advisors
Our vision is to empower 1 million women entrepreneurs to scale, build wealth, and lead with confidence. That’s why 100% of the book proceeds will be donated to the Professional Businesswomen of California (PBWC) Scholarship Fund, supporting a young woman majoring in finance.
Invest in your future. Inspire the next generation.
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2 Options To Help You Decide What Direction To Take!
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Meet Cameo Roberson
Cameo Roberson, Founder, Atlas Park Consulting, aka “the Operations Expert you didn’t know you needed until right now,” and author of the newsletter: The RIA Learning Hub, figured she needed to “create her own lane” after a series of layoffs. When she recognized her corporate days were numbered, Cameo took a chance on herself and launched Atlas Park Consulting. Now, she’s a two-time best-selling author, speaker, and international consultant serving clients in Canada and the US.
As a woman in a male-dominated industry, Cameo always felt like she had to continuously prove herself. It wasn’t enough to show up; there was constant pressure to do more and inconsistent support that caused her a lot of frustration. It wasn’t until Cameo got tired of being overlooked and acknowledged the gifts she had that she took a stand.
Cameo’s insights and subject matter expertise have graced the pages of industry-leading publications such as Wealth Management Magazine, US News & World Report, Advisor Perspectives, The Journal of Financial Planning, Forbes Magazine, Financial Planning Magazine, and Investor’s Business Daily.
Her unique approach, forged from over 15 years in the trenches of fee-only and fee-based advisory firms, brings a refreshing blend of innovation and practicality to the financial services landscape.
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