Atlas Park Co. In The Media
Explore contributions and insights provided by Cameo Roberson in financial advisor leading publications, platforms and media.
Top 15 Coaches In Sacramento In 2023
In this year, 2023, the city stands as an epicenter for professional and personal development, and a key part of that is the growing community of highly skilled coaches who provide support and guidance to individuals to achieve their goals and unlock their full potential. In this article, we will explore a carefully selected list of top coaches in Sacramento, California, who have demonstrated their ability to catalyze positive change in their clients’ lives.
What Works Wednesday – Creating Systems and Processes With Cameo Roberson
As an advisor, you are responsible for coordinating and understanding how everything is connected between you, your clients, and the custodian. On today’s episode, Matt is joined by Cameo Roberson from Atlas Park Consulting to share why having systems and processes in place are vital to your growth. They’ll discuss how you need to know how you communicate with the custodian and why professional pushback is ok. Cameo will also provide her recommendations for steps to follow in order to create a system as well as train your team, and set them up for success.
The Just Build Wealth Podcast
For this episode we speak with Cameo Roberson, founder of Atlas Park which helps financial advisors transfer to a few firm, or grow their business where it is. In our chat, we talk about the kinds of advisors that move their practice – whether they are wirehouse, or RIAs. Sometimes her clients come from a totally different field, and we talk about this too.
Practice Management for Financial Advisors with Cameo Roberson
Cameo Roberson is a business coach and operations strategist who specializes in helping financial advisory firms avoid business management overwhelm, implement systems, and build high-performing six-figure practices. Throughout her career, Cameo has worked with leadership teams and managed over 100 client relationships. She is the founder of Atlas Park Consulting, a business coaching and practice management agency that performs operational makeovers for financial advisory businesses.
XYPN: Ep #328: An RIA Consultant’s Advice for Building Your Firm: A Conversation with Cameo Roberson
Cameo Roberson, the owner and founder of Atlas Park Consulting—a consulting firm for RIAs. Cameo isn’t an XYPN member, nor is she an RIA owner, but she’s deeply familiar with the space and the experiences of advisors who are running their firms. Today, we dive into Cameo’s expertise; from her comprehensive background in the industry to her current work with advisors.
How to set up your week for success.
Cameo Roberson, Founder of Atlas Park Consulting. Cameo provides coaching and business management consulting for financial advisors and service-based entrepreneurs. She helps create clarity out of chaos, move ideas from concept to profit, escape burnout and save time. In this episode, we discuss how to set up your week for success, the benefits of online schedulers, and the importance of honoring the calendar block. Tune in to discover how you can get more done in less time.
Stop Acting Like You Can Do Everything
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.
Hire before you need help. You’ll win no awards for all the extra work you’re doing.
7 Strategic Milestones for First-Year Advisory Firms
Business growth for advisory firms takes both skill and intentional action. By creating well-defined goals and tracking your performance against them, you can grow your financial advisory business into a profitable one. Specific goals or outcomes you aim to achieve as a part of your business strategy are company milestones.
A well-planned list of company milestones can be a road map for your first year in business. This road map can then be updated annually to account for new milestones. These are short, measurable goals that you can check off the list as you pursue larger company goals.
How Thoughtful DEI Initiatives Can Benefit Financial Advisory Firms
Nearly 45 million U.S. households will transfer a total of $84.4 trillion in wealth to heirs and charity through 2045, a transition also known as the Great Wealth Transfer, according to Cerulli Associates. The majority of this wealth, or $72.6 trillion, will go to heirs, with the remainder going to charity.
Expense Checklist for an Advisory Firm's First Year
Many ingredients go into a financial advisory firm’s recipe for success. And building an advisory firm from scratch goes far beyond a standard business plan. An outline of your goals will help direct your steps, but knowing the specific costs to expect will improve your success rate.
Prepare for a First Meeting With a Financial Advisor
If you’ve made the decision to work with a financial advisor, congratulations are in order. It’s no small feat to learn more about the value a financial advisor can provide and determine whether a relationship is a good fit. You’ve taken the first step toward securing a plan to improve your personal finances
Mindset Shifts for Advisors Transitioning from Practitioner to Business Owner
If you’re a career changer, what you’ve learned as a part of an industry certification program is only the start. The ability to run retirement projections or cash flow analysis is an important skill. It’s what’s going to help you earn a living.
Advisors, Outsource These 6 Administrative Tasks
If your financial advisory firm is struggling to make time for essential administrative tasks, outsourcing to a virtual assistant may be a great option. Hiring qualified specialists can save you time and money and spare you the stress of trying to do everything yourself.
Understanding which duties should be performed in house and which can be outsourced is a critical component of running your business successfully.
How Advisors Use Facebook to Target Clients
Given the wild popularity of the social media giant, advisors can look to Facebook groups as a way to target their efforts and get in front of niche client segments. Those niches may include retirees, small-business owners, blended families or recent divorcees.
First, in order to meet prospective clients, even in the virtual world, you must be compelling and persuasive when demonstrating your value. It’s a delicate balance.
6 Strategies to Succeed as a Captive Advisor
For financial advisors, working 100% independently comes with a time and capital commitment.
That may not be the best fit for everyone, and it’s not the sole way to provide great service to clients, depending on your business goals.
6 Conferences for Financial Advisors in 2022
As the pandemic wanes, in-person meetings are finally making a comeback. This year, organizations have a renewed sense of direction for meeting the needs of financial advisors and other professionals. If you are looking to jump-start your conference attendance in 2022, here are six opportunities – some familiar and others out of the box – to tap into peer networks, hear from industry leaders and garner new ideas:
8 Tips for Newly Independent Financial Advisors
When financial advisors start their own firms, it’s a time of excitement intertwined with fear of the unknown. Navigating this new terrain doesn’t have to cause anxiety, but you should know what comes with this new level of responsibility.
If you’ve given up a steady paycheck to become a new owner, all of a sudden the buck stops with you. Here are eight tips to help newly independent financial advisors find their footing.
Strategies Advisors Can Use to Generate Profit
Stories about new businesses making fast money are few and far between. Granted, there are success stories out there, but what they usually have in common is plain hard work. It is a challenge for any business, especially a new one, to make a profit. But financial advisors who create a road map to profit and systematically achieve a series of small goals can reach their larger goal of strategic growth.
5 Ways to Get More From Your CRM Software
While customer relationship management software often has a role in handling client data at financial advisory firms, advisors don’t always take full advantage of CRM’s capabilities.
A CRM system can also help firms better manage their business and client relationships, support sales management, provide insight on clients, help manage workflow and facilitate team communication.
Networking Strategies for Financial Advisors in 2023
For financial advisors to avoid spinning their wheels, networking in 2023 must be relationship-driven and reciprocal. No one has time for one-sided engagements, and financial advisors’ business relationships are no exception.
Financial advisors should focus on their end goal beyond simply getting new business. The initial contact is the easy part. Building a framework that can deliver time and time again in networking efforts is the challenge.
Digital Marketing Strategies for Financial Advisors
In today’s online world, digital marketing is essential and is an effective way to promote your business online. No matter your company size, it’s one of the best ways to grow your business, and you don’t have to be a 100% online business to take advantage of it. To build your company and revenue, however, you need the best digital marketing strategies on your side. What I’ve observed from elite advisors and teams who want to grow, is they have adopted a strong digital marketing strategy.
8 Ways Advisors Can Elevate Their Business Operations and Remain Client-Centric
When it comes to the term “advisory business operations,” there are probably a thousand ideas racing through financial advisors‘ minds. Does this include the front office and client-facing activities? Does it cover the back office, trading and portfolio management tasks? What about the finance or human resources functions in your office?
Advisors: 7 Ways to Reduce Tax Day Fire Drills
Some financial advisors have come to dread Tax Day. Although not every client may be required to file income taxes depending on their financial situation, for some advisors, Tax Day has become synonymous with anxiety, frustration and high-stress, professional “fire drills.”
Should Advisors Hire a Coach or Consultant?
When financial advisors start their own firms, it’s a time of excitement intertwined with fear of the unknown. Navigating this new terrain doesn’t have to cause anxiety, but you should know what comes with this new level of responsibility.
If you’ve given up a steady paycheck to become a new owner, all of a sudden the buck stops with you. Here are eight tips to help newly independent financial advisors find their footing.
4 Ways Financial Advisors Can Become the Boss
Deciding to pursue an independent path as a financial advisor is a journey in itself, requiring savvy choices and self-aware decision-making.
Chances are that the topic of going independent has come up in office and networking circles, as colleagues weigh their options. If you’re considering going out on your own, these factors will play a role in how you decide to go independent:
7 Tips for Advisors Handling Client Onboarding
One of the most difficult parts of being a financial advisor is landing new clients, so it’s understandable that many advisors sink significant time into marketing and lead generation. However, winning over a prospective client is only the first step in starting a new client relationship, and savvy advisors are already thinking ahead to how they can build on that confidence established in prospective client meetings
Hire These Support Staff for Your Advisory Firm
A critical factor in the success of a financial advisory firm is its ability to attract and retain talented people. Don’t underestimate the value of having the right team to satisfy your customers and divvy up the workload.
Timing is key: If you hire new employees too early, profits can decline and cash flow can dry up. But if you wait too long to bring on a new hire, your commitments can outpace your capacity.
Grow Your Advising Practice With Digital Marketing
Precautions during the pandemic have given the shift toward digital marketing a virtual shot in the arm.
This “digital demand” has been an overwhelming challenge for some advisory firms to overcome. But online, digital and social media tools are at the core of a solid marketing strategy for financial advisors.
5 Questions to Ask When Hiring a Compliance Firm
For financial advisors who’ve aspired to go into business for themselves, the new year may be time to take the leap into firm ownership. But before you leap, take a look at compliance consulting firms for help navigating the complex world of registration and compliance.
The number of firms that filed a Form ADV …
7 Ways Advisors Can Prepare to Meet With New Clients
As a financial advisor engaging new business, you’ve already done the heavy lifting: You successfully converted a prospect to a paying client. Now it’s time to make good on your promises of exceptional service.
How to Connect with COIs to Grow Your Business
While customer relationship management software often has a role in handling client data at financial advisory firms, advisors don’t always take full advantaOne of the biggest problems newer advisers face is building relationships with centers of influence (COIs). Truth be told, seasoned advisers may have challenges in this area as well. COIs can be a great referral resource for any firm, regardless of the length of time in business. Relationships with COIs are a good way to grow your business through referral marketing and the opportunity here is to find a way to bring value to this new relationship. I will share more on this.e of CRM’s capabilities.
A CRM system can also help firms better manage their business and client relationships, support sales management, provide insight on clients, help manage workflow and facilitate team communication.
How to Build Profitable Client Segments Using a Client Model
As you think about your own firm, I want you to think about why you became a financial adviser.
If you are like most of the successful advisers I work with, you did not choose this path so you could develop operational processes or plan the smallest details of your next client appreciation event. I am confident that you chose this path to make a difference in the lives of your clients and to enjoy your own professional and personal success.
How Volunteering Can Help Build Your Professional Brand
During undergrad, I did not do a very good job of professional networking. I was so focused on finishing school that I did not spend a lot of time building professional relationships. It was so bad that when it was time for me to look for a job, I could count on one hand the number of people I could reach out to for recommendations.
I know. Not ideal.
That experience taught me a few things. One, networks are invaluable to both professional and personal success. Two, the next time I have a chance …
FPA Silicon Valley Chapter – 2019 NorCal Conference Recap (Page 10)
RIAs are growing rapidly but not equally. Here's why
The growth of registered investment advisory firms is accelerating, but their fragmentation is giving the largest ones an edge in confronting the challenges of launching and expanding.
Operations Teams, Review These 4 Questions Before You Audit Your Tech Stack!
The shiny-object syndrome plagues many financial advisory firms at some point in their business journey. They can get distracted by the latest new technology. Yet, technology is necessary because it provides much-needed efficiencies and economies of scale. These benefits are maximized when firms periodically evaluate their technology solutions.
The premium RIAs will have to pay to attract financial advisor talent
Registered investment advisors are hiring, and the firms with the best value proposition for their employees’ compensation have the edge, according to new data from Charles Schwab.
SPOTLIGHT: MEET CAMEO ROBERSON, FOUNDER OF ATLAS PARK CONSULTING
Cameo Roberson, founder of Atlas Park Consulting, helps financial advisors and independent advisory firms build a way of doing business before “fly-by-the-seat-of-your-pants” becomes the norm! After two decades in the client service trenches of advisory firms, she launched Atlas Park in 2018.
Accelerate Your Marketing During This Pandemic With A Client Avatar
Despite the uncertainty of the economy, or maybe in light of the current economic climate, people are still eager to start small businesses. Throughout history, some of the best businesses and business ideas have been born out of crises. While the process of founding a company can be scary and risky, it’s filled with hope …
7 tasks financial advisors can automate today
“If you had an extra hour each day, what would you do with it?”
Whenever I ask this question, responses vary . . . kayaking, spending time with kids, reading, taking a bath, virtual happy hour with friends, and the list goes on. Seldom, very seldom, do I hear “work more”!
How to grow during a pandemic
It took financial advisor Laila Pence about 15 years to grow her practice from $200,000 to $250 million in client assets. Then she felt stuck, she says.
“I had to work very hard,” Pence said in a Financial Planning webinar about practice growth . “I realized that, no matter what I did, I could not grow anymore.”
Where are the women and minorities in financial planning?
On both sides of the desk, women and minorities are hard to find in the financial advisory field. A new crop of firms have focused their efforts on introducing a diverse clientele to financial services, and ensuring that women and minorities working within the industry …
Cerulli-Invesco tool lets financial advisors see how practices measure up against peers
Want to know how your firm stacks up against the competition? A new tool from Boston-based Cerulli and Atlanta-based Invesco can offer some answers.
The product, called The Practice Innovation Index, is part of Invesco Total CX, an all-in-one platform that includes content and coaching designed to help planners communicate with clients and maximize both client returns and business results. Cerulli, which has been collecting wealth management data for more than 30 years, supplies the data that powers the comparison. Invesco provides resources that help planners strengthen their practices’ weaker points.
5 ways to manage fractured focus in your business
There comes a moment in every firm’s evolution when client needs, the demands of the practice, and what other firms are doing shift your focus—and not necessarily for the right reasons. You try to do too many things at once, so your attention becomes divided across multiple areas. I call this “a trip down Fractured Focus Road.” It’s a problem because it will distract you from what’s most important.
Get more out of your client meetings with a four-step approach
It is 24 hours before your annual review meeting with a young couple. The meeting has been on your calendar for at least a month, but lately your day-to-day operations and client interaction have you overwhelmed. The meeting slipped your mind.
Let the Women Do the Work
It’s estimated that only 15 to 30 percent of financial advisors are women. While they traditionally represent more than half the entry-level positions in the industry, and nearly half the overall workforce, the numbers at the SVP and C-Suite levels are a small fraction of those percentages.
The DEI Initiative @ NAPFA
NAPFA’s Diversity, Equity, and Inclusion (DEI) Initiative started in May 2017. The group’s vision is to create a more inclusive membership by becoming a beacon for diversity within the financial planning profession by building and strengthening relationships between financial planning professionals and the diverse populations they serve. The NAPFA Advisor interviewed founders Cameo Roberson and Daphne Jordan via email.
Lessons learned: Building a successful advisory practice
Building a new financial advisory practice can be daunting. Industry experts and experienced advisors share tips and lessons they learned on the path to long-term success.
With Social Distancing and Remote Work, Many Advisors Embraced Social Media
When advisors were asked to keep physical distance from clients and colleagues, they turned to social media more than ever before. If there has been a silver lining for advisors at all during the COVID-19 pandemic, it would be that social medial has allowed them to continue prospecting for new clients.
Making Work-From-Home Work for Your Firm
The remote work experience can work for financial advisors and their firms, but it requires some fine-tuning first.
As an Illinoisan, you may be familiar with a quote attributed to a certain Chicago mayor: “You never want a serious crisis to go to waste.”
3 ways to leave earlier each day
“What would you need to do to be able to leave the office an hour earlier each day?”
That’s a question I asked a client last week. Here’s his response:
CLIENT – “I own my own business; I can leave whenever I want.”
Client Experience Tips By Financial Advisors from RIAs
AUSTIN, Texas — Financial advisors confident they have every technical planning method down pat still see client service as an area of personal and professional growth.
For evidence, just ask the roughly 600 fee-only advisors and other attendees at NAPFA’s spring conference, where …
The case for firing that client, after this documented procedure
Several years ago, a client of financial advisor Laila Pence’s practice used foul language with her staff and called them stupid to their faces.
She recalls speaking to the client about it like it was yesterday, Pence said. She reminded him that her staff “is an extension of me” and asked him to come to her directly with any concerns. As the president of a Newport Beach, California-based firm, Pence Wealth Management, that has $2 billion in assets under advisement speaking with a client who had a very large account, she went into the conversation aware that it could have an impact on her business.
Social Selling
Feb. 20 was National Love Your Pet Day, and that inspired Nicole Letarte to post a photo of a friendly faced dog on her company’s Instagram feed.
It’s one example of how she and her team like to use Instagram and Facebook to have a little fun while getting their practice in front of prospects and clients on two different ends of the age spectrum.
What’s NAPFA doing about its lack of diversity?
I was warmly welcomed at the conference. However, I scanned my surroundings and noticed the lack of women and minorities, especially African American women. As an African American woman, I was not surprised. I was used to not seeing very many people who looked like me at professional events within financial services.
Financial Planning Magazine - Practice Growth Seminar
Are You 2020 Virtual Advice Ready NAPFA Peer Panel
How to position your firm for growth and development in the current environment webinar
Money in motion - will you be prepared to serve it?
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