Sharing the Spotlight with Cameo Roberson from Atlas Park

Dec 1, 2019 8:30:08 PM

Atlas Park helps financial advisors who are successful, but the day-to-day operations has gotten complicated and they want to simplify. Cameo works best with financial advisors who are struggling to keep it all together and overwhelmed by client service that they can’t dedicate time to build systems to scale and accelerate growth.  

 

LoanBuddy: When did you first know you were going to go into Financial Planning?

Cameo: It’s interesting. I pretty much fell into Financial Planning. I graduated college with a degree in Business and I learned of an opportunity at a RIA firm my brother was working at in the SF Bay Area. They were looking for an entry level operations assistant. I was having trouble finding a full time role in Los Angeles and knew that Fannie Mae was going to come calling (i.e., student loan repayments due) so I decided to move back home and take the role at the firm. It was one of the best decisions I could have made.  


LoanBuddy: How long ago did you found Atlas Park?

Cameo: I founded Atlas Park Consulting in October 2018, after a 15 year career working for corporate RIA firms. 


LoanBuddy: You work with both clients and advisors, how did working with other advisors develop?

Cameo: Yes, that’s right. My work with other advisors developed around the same time I was building the infrastructure for my RIA, Atlas Park Finance. It dawned on me that other advisors may find my perspective and experience helpful as they build their own firms.  My prior corporate experience of living in what I refer to as the ‘service-side-trenches’ allowed me to see and live what happens in the day-to-day operations and business planning of solos, ensembles and enterprise firms. And how the development and implementation of practice management objectives differed by each business model. I decided to leverage this background to help other advisors build systems that make sense and that contribute to maintaining a successful and sustainable practice.

 

LoanBuddy: How do you work with your clients?

Cameo: I’m 100% virtual and work with clients across the country. I took great care in developing my own systems/processes so I could reach more advisory firms. I focus on active listening with my clients. Better understanding what they’re dealing with on a day to day basis. Including understanding current growing pains, business goals and what kind of practice they’re building is key. Building a firm is more than just delivering financial planning service, it digs into the strategic planning, direction and implementation of your objectives as well. I coach my clients on strategy and business development, building the plan and help implement the plan by co-creating the processes to help improve efficiency. This creates a strong foundation for the operational balance they’re seeking along with how those decisions will affect the bottom line.  


LoanBuddy: In what ways have you really excelled for your clients?

Cameo: I believe my ability to merge the real life operational with the foundational business planning helps my clients understand how each business decision being made will affect the kind of firm they end up with (whether intentional or not). For example, making a decision to increase or not increase your fees. The planning fees you charge and your ability to earn them, have a direct relationship to your skills/qualifications, the services you’re providing, how you’re providing those services, the number of clients you’re working with and your overall revenue goals. Helping my clients understand that any business critical decisions should not be made in isolation. You’ve got to look at how that decision will affect other areas of your business blueprint.  Helping them see the overall big picture is important. 


LoanBuddy: What technologies have you recommended to implement for advisors you are working with to improve their operations?

Cameo:  Before I recommend any new technology, I take time to learn how an advisor wants to run their practice. There’s a standard tech stack most advisors use, for instance, (CRM, Financial Planning Software, Portfolio Rebalancing, etc) and I then ask a series of questions to see if they’ve fully exhausted the capabilities of their existing tech stack before investing in a new platform. For example, if you’re having trouble keeping track of new prospects, consider creating a lead tracking workflow (process) in your CRM before switching to another platform to track this information. Technology should enhance what is already existing in your processes. I tell my clients that simply adding a new tech platform won’t solve your process problems, we’ve got to figure that out first, then add the right technology to enhance what you’re already doing.

 

LoanBuddy: Have your clients typically been helping their clients with their student debt?

Cameo: Yes! All of my clients are currently helping their clients with student debt. It’s such a big issue that impacts so many people.

 

LoanBuddy: How have your clients been improving their processes for reducing their time spent on a niche part of their clients plan like a student loan?

Cameo: My clients are always looking for ways to streamline this process for their clients. Most do all of the work in-house so having an application like LoanBuddy would significantly reduce the amount of time doing the analysis legwork. When you think about improving processes and efficiency, this is a great option for advisors to have.

 

LoanBuddy:  If you could offer one piece of business advice to financial advisors, what would that be?

Cameo: Get really clear on your business vision. When your vision is clear, it makes the pathway to making the right decisions to support what you’re building clearer.

 

You can find more on Cameo Roberson via her website: 

https://atlasparkco.com

About Atlas Park

Our solutions are designed to help advisors level-up their success and build a firm they both love and enjoy. We help financial advisors build the systems needed to maintain service continuity and find the right balance between exceptional client experiences and business efficiency. If the day-to-day operations has gotten too stressful and you want to gain greater clarity and control over your business operations, schedule a Success Call today to learn how we can help you build a firm you love.

 

Atlas Park helps financial advisors who are successful, but the day-to-day operations has gotten complicated and they want to simplify. Cameo works best with financial advisors who are struggling to keep it all together and overwhelmed by client service that they can’t dedicate time to build systems to scale and accelerate growth.