Atlas Park Practice Corner

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 peo...

By: Cameo Roberson, Principal of Atlas Park  My name is Cameo.  I’m an advisor, business operations and practice management consultant. I coach other advisors on how to build better advisory firms. Do you want to move your firm from good to great? As a guest blogger on the FIN Compliance platform, I’ll share tips and ideas to think about as your grow your firm Have you ever had trouble creating solid content for your newsletters? Like many folks, I was having trouble coming up with ideas for my newsletter content. Can you relate? As an entrepreneur, I’m always reading and looking to increase my knowledge base. I decided to take the books I’ve read and share my takeaways. My latest book.  Never Eat Alone and Other Secrets to Success, One Relationship at a Time , by Keith Ferrazzi talks about the power of networking. When you invest in the success of others, your ability to make a greater impact improves. Networking is necessary and a big part of p...