Financial Advisor Practice Management Speaker
Inspiring advisors through Practice Management Presentation, Mastermind Workshops or Conversations
A Cameo Led Presentation, Mastermind Workshop, or Conversation is engaging, actionable with a sense of humor and realness based on over 15 years in the financial services industry as an Associate Advisor, Portfolio Administrator, Client Services Associate and Director of Operations and now a Business Coach + Operational Strategist for financial advisory firms.
Providing engaging, interactive and actionable live and virtual events for financial advisors!
Practice Management & Operational Strategist Speaker
Cameo Roberson
Cameo Roberson is a highly experienced business coach and operational strategist dedicated to helping financial advisors achieve their business goals. As a sought-after speaker, author, and workshop leader, Cameo is known for delivering engaging, actionable presentations that provide real-world solutions to the challenges faced by financial advisors.
Through her expertise in workflow process coaching, practice management for RIAs, operations management for RIAs, and practice growth for financial advisors, Cameo has helped countless firms double their revenue and build advisory firms with transferable value.
She is passionate about helping her clients to build confidence in their service structure, growth, and implementation strategy, and she has a proven track record of success in this area.
As a former Associate Advisor, Portfolio Administrator, Client Services Associate, and Director of Operations with over 15 years in the industry, Cameo deeply understands the financial services industry.
Whether presenting in-person or virtually, Cameo’s expertise in business coaching and operational strategy is a valuable asset to any organization supporting financial advisory firms looking to achieve success and build a practice with transferable value.
Worked With
Why You Should Book Cameo!
Cameo not only speaks about it, she’s lived it
Speaker Topics and Expertise
Practice Management & Operations Management
with an Engaging Twist
Don’t bore your audience with a dry financial advisor practice management presentation. Work with Atlas Park Consulting and we bring attendees into practical application of business building concepts through exercises, case studies, team building and more! Every presentation is customized to speak to your audience and align with your conference or event goals. Our goal is to make you shine and your attendees have a great time!
Signature Talk
Beyond The Welcome Mat: Transforming Your Client Onboarding
One of the top frustrations for both financial advisors and clients is the client onboarding process. Are you struggling to manage the process effectively while keeping clients engaged and motivated? Do you find yourself grappling with the delicate balance between firm management and client satisfaction?
Our C.O.R.E. Method ™ Program (Client Onboarding + Retention Excellence) provides insights and strategies on how to enhance client engagement and satisfaction throughout the client journey. Benefits and emphasis on how to maintain client relationships and enhance service delivery during the first 12 months in operation. Advisors and teams will get clarity on how to design smooth onboarding programs, managing clients expectations and increasing revenue and referrals, leading to higher client satisfaction and client retention.
M&A Talk: Navigating Mergers with CRM Technology
Merging multiple advisory firms is like combining two worlds—and without the right tools, things can quickly become chaotic. In this session, you’ll gain invaluable insights into navigating the complexities when mergers happen. We’ll dive into how your CRM (Client Relationship Management) system can be your secret weapon for managing new clients, staff, and processes with ease during a merger.
We’ll show you how to use your CRM to:
- Track client work and communication to keep both new and existing clients engaged and happy.
- Enhance team collaboration by centralizing tasks, responsibilities, and timelines, making sure everyone is on the same page.
- Identify gaps in your current processes and team roles, allowing you to address potential risks before they become issues.
With the right CRM strategies in place, you’ll not only survive the merger—you’ll thrive and create a unified, organized firm poised for growth.
Proud to have made a difference
What Attendees Say About Cameo's Talks
Events Cameo Roberson has presentated at
SHIFT 2024 Conference: Walt Disney World, Orlando, Florida
Joint presentation: How to maintain the right people systems in your practice as a small advisory firm.
Cameo speaking at the 2024 SHIFT Conference, alongside Dr. Brandy Baxter.
From launch to scale, advisors can leverage specific strategies that speak volumes to the importance of DEIB (Diversity, Equity, Inclusion, and Belonging) across their companies. This presentation will cover what it looks like from an operational, client service, and team perspective.
3 Techniques To Systematize Your Firm Operations presentation given at XYPN Live 2023, Atlanta, GA.
In October 2023, Cameo was a featured Facilitator for the ASM Global Corporate Business Incubator Program (BIP). Her topic, Strategic Planning Tips You Can Take All The Way To The Bank highlighted to attendees how strategic planning can boost your profits.
Cameo was a Panelist at the 2023 BOLD Success: Ready for Prime Time event in Berkeley, CA. Sponsored by Women’s Business Enterprise National Council (WBENC) Pacific, the not-to-be-missed opportunity for entrepreneurs and business leaders alike was held on December 7, 2023.
Cameo’s panel was on The Art of Making Connections. The event hosted over 150 participants!
3 Strategies That Will Amplify Your Networking Efforts and Generate More Revenue presented to the Financial Planning Association (FPA), Silicon Valley Chapter, Santa Clara, CA.
Need a speaker for your Next
Financial Advisor Event or Podcast?
I’d love to be an expert resource! I’m available for conference presentations, workshops, mastermind sessions, online webinars and podcast interviews.
