Sep 5, 2022
Cameo Roberson is a business coach and operations strategist who specializes in helping financial advisory firms avoid business management overwhelm, implement systems, and build high-performing six-figure practices. Throughout her career, Cameo has worked with leadership teams and managed over 100 client relationships. She is the founder of Atla Park Consulting, a business coaching and practice management agency that performs operational makeovers for financial advisory businesses.
Cameo joins me today to discuss the relationship between establishing a vision for your advisory firm and the success of your practice management. She describes her background and how she became passionate about improving business operations for RIAs. She explains why some advisors are not comfortable asking for referrals and shares how getting clear on ideal client avatars can help you get introductions. Cameo also highlights how advisors can look to other RIA firms for success inspiration and outlines tips on documenting standard operating procedures for your business.
“When considering practice management, look at your practice in different buckets: business strategy and planning, business development, operations optimization, technology, and people.” - Cameo Roberson
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About the Model FA Podcast
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
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President of Model FA, David DeCelle
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