Communicate Your Value as
an Independent Advisor

Unleash Your True Value™ Series

by | Apr 8, 2024 | Unleash Your True Value

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:

 

Podcast: Play in new window | Download

Subscribe: RSS | More

OTHER WAYS TO ENJOY THIS POST:

Listen on Google
Listen on Amazon
Listen on Stitcher
Subscribe on iTunes
Listen on Spotify
Join Breaking Money Silence on Facebook

KBK Connection, Inc., is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.com