Communicate Your Value as
an Independent Advisor

In this episode, I talk with Cameo Roberson, Founder of Atlas Park Consulting, a Business Coaching & Fractional COO Agency for Financial Advisors and Wealth Management firms. She helps advisors start their own RIA and leaders execute their growth strategy and drive revenue without feeling overwhelmed.

Our conversation focuses on the challenges women advisors face and how to rise above these obstacles and build a thriving practice. Cameo offers her insights into being a black woman in the field and offers tips for navigating the profession as a person of color. One of the things she recommends is to constantly build and nurture your network so she hosts an annual Planning for Profits Summit to make it easy for advisors to do so.

Listen to this podcast and discover: 

• The advantages and challenges of being an independent advisor
• Some roadblocks for black and brown women in the wealth management industry
• The importance of mentorship and sponsorship in improving the diversity and inclusion in the profession
• How building systems and processes is vital to providing value to your clients
• Why you need to keep networking even if your career is going smoothly

Want to connect with Cameo? Here’s how:

• Cameo’s LinkedIn, Facebook, and Instagram
• Atlas Park Consulting website.
• Cameo’s New Book, Financial Trendsetters: Revolutionizing the role women play in building wealth.
• Planning for Profits Summit website