How To Refer Clients and COIs to Atlas Park
Power Partners Connection Toolkit
The goal of this resource is to make it easy for you to: Identify, Introduce, Refer and earn Optional Incentives for making qualified client referrals to Atlas Park Consulting. You are a valued part of our community and we appreciate the trust you’ve placed in us.
5 Reasons: How Being An Ambassador Helps Your Business:
1/ Strengthen Professional Influence and Credibility
As an Ambassador, your role as a valuable connector and resource becomes clear. Referring trusted solutions boosts your reputation as a credible, well-connected professional, making you someone others look to for recommendations and advice.
2/ Deepens and Expands Our Networking Relationships
By introducing Atlas Park to your network, you strengthen connections and build goodwill. Helping colleagues find solutions for their business needs fosters trust and enhances long-term relationships, solidifying your role as a key player in their network.
3/ Provides Value for Your Referrals, Too
In addition to the rewards you receive, each referral also benefits directly with $375 off their first invoice. This value-add makes it easier to approach and encourage new clients, knowing they’re gaining a benefit from your introduction to Atlas Park.
4/ Reciprocate Business Opportunities and Referrals
By becoming an Ambassador, you increase the likelihood of reciprocal referrals and opportunities from Atlas Park and others in your network. This mutual support creates a win-win environment where referrals flow both ways, broadening business prospects.
5/ Position Yourself as a Problem-Solver
When you introduce Atlas Park to clients or colleagues, you’re seen as a go-to for practical, high-quality solutions. This positions you as a strategic partner who can resolve pain points, helping you stand out as someone who knows where to find the right support.
Power Partner Perspectives
At Atlas Park we value all our relationships. Those we’ve known for years and newer connections. Our mission is to get to know your business so well that we can refer clients and valuable connections to help grow your business.
Meet three of our Power Partners and learn how our collaborative relationship has helped their businesses.
Now learn about how our irresistible offer can help your business contacts
Our Irresistible Offer
Whom It's For
It’s simple.
Independent Financial Advisors and RIAs (Registered Investment Advisors). Within this group, our focus is on advisors with 3-15+ employees and $500K – $25M+ in annual revenue. Those advisors “own their firms” and may classify themselves as:
- Solo-Advisors
- Transitioning Advisors
- Exit-ing Advisors
- Acquiring Advisors
- Merging Advisors
Know any? Then please introduce me.
Our clients can choose between Flat-Project, Hourly and Monthly Retainer engagements.
You will learn more about these people in the sections Why They Need It, What They Say and What Do Results Look Like sections.
I am looking to speak with the following COIs that are well-connected with independent financial advisors and willing to make warm introductions to them:
- Recruiters
- Executive/Leadership Coaches
- Fractionals (COOs, CTOs, CMOs)
- M&A People (e.g., Exit Advisors)
- Marketing Professionals (Branding, Website)
- Productivity Experts
- Technology & IT Consultants
Click here for a prefab email you can edit and send to a potential COI whom you know would benefit from building a relationship with us.
What phase of business is your contact at?
I offer 30-minute complimentary consults for your contacts that focus on their current operations. Within that time frame, I will uncover at least 3 (and often more) areas of opportunity or deficiency, as well as the steps to address each.
To me, the WIN begins with your kind introduction. How do contacts react when they get thousands of dollars worth of consulting advice for free? Gratitude. The other side of the WIN is that I provide value and strengthen your relationship with them. You can see that gratitude through our Google reviews. https://g.page/r/Cb181g2BXE2eEB0/review
Click here for a prefab email you can edit and send to those whom you know would benefit from this.
Why They Need It
As a firm grows, obstacles appear that make it feel like they’re pushing rocks uphill. Often we’re tired and overwhelmed from all the weight. The most common challenge that clouds our vision are:
- No one else can do what they do
- No time to implement the vision
- Talent leaves and so does their expertise
- Putting out fires and dealing with operations issues
What They Say vs. What They Mean
Often people say one thing, but what they really mean is something else. The following statements are really saying “I need help, whether I know it or not.”
Here are some things financial advisors might say that signal they need operational help, even if they don’t realize it:
Who do you know who has made these statements or lives in this kind of perceived reality?
What Do Results Look Like?
“The true cost of inaction is far greater than the fear of change.” Every day without optimized operations, financial advisors lose potential clients, revenue, and the ability to scale effectively.
Improved Tech Utilization
Advisors don’t always need to invest in new software. We maximize the use of existing tools, ensuring better integration, cost savings and usage across the firm.
Reduced Turnover
Our systems have helped reduce employee turnover by 20%, keeping teams intact and motivated
Enhanced Efficiency
Advisors experience a 15%+ improvement in client onboarding workflows, streamlining operations to handle more clients with less effort.
Accelerated Growth
With documented processes in place, firms can accelerate growth by 20%+, taking on more clients and expanding their capacity.
Consistent Revenue Growth
Our clients see average per new client revenue of $12,500 annually, further amplifying their bottom line.
What You Can Ask Them
Ask your contact any of the following to determine if it would be beneficial to speak with me:
- Could you be gone from your business for 30 days, would it still run?
- Do you feel overwhelmed?
- Are you trapped in operations putting out fires, unable to focus on growing your business?
- Are you trying to scale your business but facing challenges?
If they answered “Yes” to any of these, we can help.
Click How to Answer Them to find out how to make an effective introduction.
Based on what you shared, I would highly recommend that you speak with Cameo Roberson. Her company, Atlas Park Consulting, rescues companies from “operational chaos” in the pursuit of growing, scaling and exiting.
My understanding is that they systematize and organize every aspect of the business so that…
- Information is centralized and documented, not living in any one person’s brain
- They can easily grow, scale or exit the business
- Management can hand off appropriate responsibility to employees
- Workflows are optimized, documented and implemented into tech platforms
I also know she offers a complimentary consult that people have found invaluable that I would strongly encourage you to take advantage of. Over the last 6 years, her superpowers have assisted over 85+ advisory firms generate ~$100K+ in new revenue or experience cost savings within the first year of working together.
Can I make a warm introduction to Cameo?
Earn Incentives
Our Ambassador Program is simple: for every qualified referral, you send our way, that becomes a client, you’ll receive a $375 Gift Card to use any way you’d like.
You’ll get instructions from GiftoGram on how to redeem your gift card for places like (Amazon, DoorDash, Visa, Mastercard and 100+ other options). We’ve found this option makes it less administrative hassle for everyone.
Our new client, referred by you, will also benefit by receiving a $375 credit on their first invoice with us, making it a win-win situation for everyone.
There is no limit or caps on what you can earn.
To get started, click the button below to learn more about the program. We’ll provide instructions on “how to refer” those who would be a good fit based on our services. After that, we’ll handle the rest, ensuring they receive topnotch service and support from Atlas Park. We’ll also keep you posted on the status of any referrals made, whether or not they became a client.
