Atlas Park Practice Corner

By: Cameo Roberson, Principal of Atlas Park In the early days of building my network, I’ll admit – I had no game plan. I just knew I had to do it. Since then, I’ve take some time to build my system for networking. Just like any other part of your practice, business development actions should be outlined in a playbook for you to reference. Before the team goes out on the field, everyone knows what role they need to play. Basically establishing a pre-determined plan and then action steps to carry it out. Here are some ideas of how to build your network. ·           Post your plan in a visible place or create a laminated sheet. Visibility is key. ·           Get a personal board of advisors. Possibly members from your mastermind or study group? These folks can act as both a cheerleader and advisor to hold you accountable to your plan. ·           Identify 3-4 things you can do weekly to support building your network. Remember finding value for others is a great plac

By: Cameo Roberson, Principal of Atlas Park In a webinar I co-hosted for NAPFA (National Association of Personal Financial Advisors) community on Operations, Systems & Automation, one of the main ideas in developing your platform is that it is driven by your firm vision and goals. As an advisor, you have to get clear on your end game and then create steps to get there. To check out the webinar, click here  NAPFA Webinar The same is true for networking. Why are you networking? What do you want to achieve by networking? What are your goals as it relates to networking? If you are not sure of your networking goals, no problem. You can start today and get a plan together. Let’s start with a few tips about having a relationship action plan. ·           Part One: Think about what your goals are, that will fulfill your mission ·           Part Two: Connect those goals to the people, places and things that will help you get the job done ·           Part Three: Determi