Communicate Your Value as an Independent Advisor Unleash Your True Value™ SeriesIn 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...
Can you be too ambitious?
Can you be too ambitious? Unleash Your True Value™ Series Our guest, Kathleen Godfrey, owner of Godfrey Financial Associates, was told early in her financial career that she was “too ambitious.” She didn’t listen and instead has spent the last 25 years taking...
Embrace Your Intuition to Grow A Thriving Practice
Embrace Your Intuition to GrowA Thriving Practice Unleash Your True Value™ SeriesWe are kicking off the Unleash Your True Value Series with an interview with Ellen Rogin, CPA,CFP®, money expert, financial intuitive and New York best-selling author. Ellen built a...