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Authored by leading business coach and operations strategist Cameo Roberson, this newsletter provides actionable insights and resources to help financial advisors get out of the day to day weeds, improve the client experience and run a more efficient practice.
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Over the last 6 years, Atlas Park Consulting have assisted 85+ advisory firms generate $100k+ in new revenue and/or cost savings in the first year of working together.
“When I first came to Cameo, it was to help me with identifying where I wanted to take my firm (lifestyle practice or small boutique). While helping me think through that, she also helped me with structuring my pricing and services to reflect the value that I was providing to clients so that I could confidently charge the value that I was providing.” Travis Tracy, Fortitude Financial Planning
