Elevating Solo Advisors In Building The Operational Backbone Needed To Scale Successfully
As a solo financial advisor, you’re used to wearing all the hats in your business. But as your client base grows, so do the demands on your time and resources. You might catch yourself saying things like “I’m too busy to focus on building better systems right now.”
This statement signals that your business is ready for more than just tweaks—it’s time to implement systems that can support your growth. One client put it best: “I finally have time to focus on growing my business instead of being buried in tasks.” If you’re ready to stop winging it and start building a firm that’s designed to scale, let’s talk.
Strategy Plan
Identify your best fit revenue generating projects and operations improvement
Implementation Roadmap
Co-partner with you to get the work done
Monitor Progress
Evaluate the implementation roadmap to make sure we are on the right track
Is it urgent that you make progress in your business this year?
Our Financial Advisor GOLD Coaching Program is not just any coaching program – it is the ultimate coaching program specifically designed to propel financial advisors to the highest levels of success. Our approach is unparalleled in the industry, offering operational strategies, objective advice, unwavering accountability, and actionable steps to optimize productivity, profitability, and transferable value.
Your lack of systems, workflows and processes is why you’re stuck.
One of our clients James Hindes of ENOW Financial, said it best ”I knew that what got me here, wouldn’t get me there. Cameo helped me sort that out, prioritize it, and execute.”
This is true for many business owners, and as a financial advisor running a solo practice, you likely feel the pain points of trying to do everything independently. You may feel overwhelmed with the workload, need help building a service calendar or revamping your service model, setting up workflows & processes, or how to improve personalized service to your existing clients.
You may also be experiencing challenges in growing your business, needing more resources and support to take your practice to the next level.
Let us help you change the narrative, navigate the growing pains of a solo practice and embrace the opportunities that come with clear guidance and support from our Coaching Program for Financial Advisors.
Say goodbye to uncertainty and hello to a structured growth plan. With our coaching strategies in place, you can generate more revenue, onboard clients with ease, gain confidence, close new business, and strategically position yourself as a top financial advisor.
The Financial Advisor Coaching Program For Growth, Efficiency and Higher Revenues
Accelerate Business Coaching
for Financial Advisors
Tap into the knowledge base we’ve built from working with over 75+ firms and counting? We can teach you best practices and cut down your learning curve.
Resources you can count on and repeatable processes that will accelerate your revenue!
Here’s how we will support your
business throughout our engagement
Harness The Power Of Our Resources:
Gain access to a wealth of resources curated specifically for RIAs. Access our library from expert guides and templates, we provide you with what you need to stay ahead of the curve and make informed decisions.
Master Repeatable Processes
Streamline your operations and maximize efficiency with our proven repeatable processes (over 3500 and counting we’ve built). We’ll guide you through step-by-step frameworks that ensure consistency and productivity, allowing you to focus on what truly matters – growing your business.
Accelerate Revenue Generation
Say goodbye to stagnant growth and hello to sustainable revenue streams. Our coaching program empowers you with actionable strategies to drive revenue generation and expand your bottom line.
Best Fit Coaching Program
Financial Advisor Coaching Program for your Growth:
Financial Advisor GOLD Coaching Program
Our Program is for financial advisors in the early to mid stages of their business (3-5 years+) looking to maximize their growth potential.
Our program will focus on helping you establish a consistent inbound source of new business while implementing and sticking to effective processes. We will also work with you to improve your technology usage, saving you time and keeping you accountable so that your systems and processes work for you rather than against you.
Coaching Program BONUS Resources
- 30 Strategies to Attract 30 Prospects in 30 Days Guide
- Become A Top Financial Adivosr E-Book: 8 Workflow Strategies To Grow Your Business
Gold Financial Advisor Coaching
A Done-With-You Service that bridges SOLO FIRM OWNERS with strategic work to accelerate revenue and improve firm operations.
- Included: Monthly 1:1 Core Strategy Call (45 Minutes)
- Included: Monthly 1:1 Open Door Strategy Call (30 Minutes)
- Included: Unlimited email access to handle top of mind concerns
- Included: Scorecard accountability tracking of action items
- Included: Member Training (recorded business growth webinars)
- Included: Access to our templates library (Over 40+ templates, guides and checklists)
See how we aid in your transformation
- Envision the impact you want your business to have
- Implement your long term strategic plan
- Action plan for revenue generating projects in your business
- Review and sort all areas of your business, find bottlenecks, needs, ideas and tasks, giving your entire business clarity and focus
- Visibility of operational inefficiencies and share solutions to improve them
- Audit your current prospect to paying client onboarding sequence
- Direct project management implementation assistance of select revenue generating projects
Business Coaching & Operations Strategy Around
Review business plan roadmap, annual strategic planning, ideal client avatar, services and long term vision.
Building revenue generating projects that aid sales, marketing, networking and effective lead generation
Client service fulfillment, developing client onboarding workflows, clarifying service delivery and client retention strategies
Understanding your tech stack, how to better leverage tools, document management, custodian service hacks, task and project management for clients and firm specific, team communication improvements and how to manage ongoing compliance
Identifying needs, hiring, sourcing candidates through vetted recruiting resources, training, equipping and capacity planning for growing firms.
What would time freedom be worth to you? What would operational efficiency mean for growth? Is it critical that you make progress in your business this year?
You're In Good Company
What Financial Advisors say about The Atlas Park Experience
Answers to Common Questions
Advisor Business Coaching FAQS
Yes, working with us we will review and get all in one master document.
On average, clients work with us anywhere from 8 months – 37 months . Timelines vary based on where firms and the challenges they have when they come to us.
- Financial Advisors who are looking to improve their CEO skills and build a successful business.
Financial Advisors who are experiencing growth challenges or roadblocks in their current business and are seeking solutions and strategies to overcome them. - Individuals who are coachable and committed to investing time and resources into their business growth.
- Firms that are looking to understand how to build transferable value in their business
- Business around for at least 3 years generate at least $100K in annual revenue
Leverage me as the hire you will need in the future – help you build out the Operational Manager role so that you have a clear plan for them
No, it’s month to month and you can cancel with a 30 day email notice.
Partnering with Cameo Roberson of Atlas Park Consulting as your Financial Advisor Business Coach and Fractional COO brings your advisory practice a fresh perspective and objective insights.
We will help your RIA or wealth management firm identify blind spots, uncover opportunities, and challenge assumptions, leading to better decision-making and strategic planning to help you achieve the next level of growth you’re seeking.
Get your 15-minute Intro Call
We know what options are out there for Financial Advisor Business Coaching programs but our niche approach to strategy & operations is why we are the best and why streamlined operations ultimately drives your business.
