Ep #328: An RIA Consultant’s Advice for Building Your Firm: A Conversation with Cameo Roberson
XYPN Radio
English - February 09, 2022 13:00 - 54 minutes - 74.5 MB - ★★★★★ - 131 ratingsInvesting Business Careers professionals advice advisors feeonly finance financialplanners financialplanningfirm genx geny millennials Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Today I talk with Cameo Roberson, the owner and founder of Atlas Park Consulting—a consulting firm for RIAs. Cameo isn’t an XYPN member, nor is she an RIA owner, but she’s deeply familiar with the space and the experiences of advisors who are running their firms. Today, we dive into Cameo's expertise; from her comprehensive background in the industry to her current work with advisors. I’m able to ask her questions about what advisors tend to overlook when approaching their launch, what slows them down, what advisors should be focusing on in the 12 months before they launch, and six months after they launch.
Cameo has some incredible advice about imposter syndrome, how to navigate the industry as a professional, and gives sage advice about how advisors can stay motivated as they navigate the world of entrepreneurship. Cameo shares her experience looking for and seeking mentors in this industry, and what she’s done to ensure there are more people like her in this industry.
If you’re interested in an expert's perspective on preparing for your launch, then this episode is for you.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/328