Communicate Your Value as
an Independent Advisor

This episode originally aired in February 2024. Cameo Roberson, Founder of Atlas Park Consulting, a Business Coaching & Fractional COO Agency for Financial Advisors and Wealth Management firms, just published a new book, Beyond the Broker: Navigating Financial Advisory Independence, and to celebrate I am rebroadcasting the original interview.

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.

• 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

Beyond the Broker: Navigating Financial Advisory Independence, a comprehensive guide to help advisors like YOU make that leap confidently. If you’ve ever felt overwhelmed by the idea of transitioning to independence, this book is for you. Cameo shares her experience alongside 13 incredible co-authors, each offering practical tips, real-world case studies, and expert advice.

Dive deep into how to break free from broker-dealers, decide if building your own RIA is right for you, and, most importantly, how to sustain a thriving, independent practice.
Ready to take your next step? Grab a copy of the book here.