Advisory & Wealth Managements Client Experience
Financial Advisor Coaching Testimonials
Financial advisors come to Atlas Park with a variety of business concerns mostly around building and growing a profitable advisory firm. Streamlined and documented client onboarding processes is where many engagements start and as we work together to uncover additional roadblocks; an action plan to move them forward is created.
I came to Atlas Park Consulting in late 2021 after experiencing incredible growth of my RIA. That growth was very welcome, but it left me feeling scattered and disorganized in my business. Cameo helped me clarify my business mission, streamline my client experience and truly identify the items I need to work through so I can intentionally focus my efforts. Our work together has allowed me to begin 2022 with a clarity I have not yet experienced in my business.
If your RIA is struggling with processes, systems, or business model I completely recommend hiring Cameo.
Anna N'Jie-Konte
Dare to Dream Planning
We have a mature and successful financial planning business. It was time to formalize our processes and procedures as we look to our own succession planning. Cameo and Atlas Park are instrumental in building out our "infrastructure".
Mike Sikora
Big Horn Wealth Management
Cameo is a wealth of knowledge! She gets advisors and how to help them create efficiencies and get better at the things that advisors usually struggle with- organization, practice management- so they can have more time to do the things they're best at. She's a great speaker and an awesome partner.
Alanah Phillips
Lincoln Financial Network
Working with Atlas Park has helped my advisory business grow and thrive through expert coaching, accountability and process work.
Andrea Oliver
North Park Financial Planning
Working with Cameo was a great experience. She helped me to organize my Financial Planning Client Onboarding process. I have been using it for the past few months and it really helps to have a process in place. She is very thorough and I appreciate having her as an extra set of eyes on my business to provide unbiased advice.
Shehara Wooten
Dare to Dream Planning
Cameo has been a godsend. When we started our engagement, I was having a bit of a challenge balancing out the demands I have as a small firm (e.g., technology, marketing, financial planning tasks). She helped us create SOPs and organize ourselves so that we can function much more effectively and efficiently. We have work to do still, but it's nice to have someone to bounce ideas off of and keep me in check, when necessary.
Jamie Lima
Woodson Wealth Management
Cameo has been very helpful in organizing our office's tasks and helping align all of our duties within our small office. Her recommendations and helpful thoughts have really made work feel more organized and productive. Her thoughtful and caring personality has projected onto our small office and I am so glad to have the opportunity to work with her.
Mackenzie Urness
Operations Specialist - Horst and Graben Wealth Management
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. I highly recommend the services that she offers to other advisors.
Travis Tracy
Fortitude Financial Planning
Cameo and Atlas Park clearly eat their own cooking. Who better to help me (or you) with your business processes and workflows than someone who clearly has their own business humming along efficiently with their own structure and processes in place. I can confidently recommend Cameo and Atlas Park.
Russ Thornton
Wealthcare Capital Management
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