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
How to Redirect Focus, Increase Drive & Create Lasting Impact!
Distractions in life are more than external factors. Beliefs about ourselves and our capabilities can stop us in our tracks well before anything external ever does. What happens when your beliefs keep you from taking the first step in reaching your goals? The M.A.G.I.C Method™ takes attendees on a journey to combat what holds most of us back from starting a business, investing in personal growth or traveling the world – Fear and Uncertainty. Through The Fearless Focus™ framework, attendees will learn how to redirect focus, increase drive and build a path of consistency into your day-to-day life. When you’re fearless, you act despite being afraid resulting in more confidence as you pursue your goals!
Financial Advisor Business Development Workshops
3 Strategies That Will Amplify Your Networking Efforts and Generate More Revenue!
There are interrelated parts to growing your business and revenue. What we don’t talk about but keeps us up at night is how to MANAGE all your business development “before, during and after” follow up activities. Beyond just showing up, how can you make sure you’re building strong Know-Like-Trust currency and stop leaving money on the table?
The W.I.N.G.G. Method™ helps busy professionals get more out of their business development energy, without feeling overwhelmed, so you can turn your connections into deeper relationships, build stronger connections and grow your business. The W.I.N.G.G. Method™ is so much better than winging it!
In this interactive training, learn from a Former Networking Newbie (who had 5 people in her network when she was laid off for the second time in 2011) into a Networking Naturalista who has transformed her network into connections worldwide!
In this presentation, attendees will learn how to:
- Win prospective clients
- Improve networking effectiveness
- Increase referrals to your business
- Grow your influence and impact
Social Media Is Not Your Marketing Plan; Why You Need Strategy and Systems To Improve Your Organic Growth!
3 Strategies That Will Amplify Your Networking Efforts and Generate More Revenue!
Your organic growth is non-existent and you’re unsure how to fix it? Hire a marketing agency? Contract with a virtual assistant to create email copy? Get clarity on your marketing plan? Go all in and post to social media daily?
The ability to change course is there. Businesses can improve organic growth by implementing their marketing strategies over the long term, but it will require clarity in your overall marketing plan and the tactics you’ll use to activate it.
In this interactive training, learn from a 15+ year practice management pro (and current Marketing Chair of the FPA NorCal Conference), how to best leverage the alphabet soup of marketing tactics, WEB-SMEAD-GMB (Website, Social Media, Email, ADs and Google My Business) you can use to increase your brand awareness and your organic growth rates.
In this presentation, attendees will learn:
- Why understanding what your total marketing plan is before working with any consulting firm will save you $$$
- Using WEB-SMEAD-GMB tactics (as compliance allows) to be better informed of how these tools can be used to grow your organic reach
- How to document your own marketing roadmap for immediate use
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 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.
