Ep #328: An RIA Consultants Advice for Building Your Firm: A Conversation with Cameo Roberson

Published: Feb. 9, 2022, 1 p.m.

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Today I talk with Cameo Roberson, the owner and founder of Atlas Park Consulting\\u2014a consulting firm for RIAs. Cameo isn\\u2019t an XYPN member, nor is she an RIA owner, but she\\u2019s 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\\u2019m 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\\u2019s done to ensure there are more people like her in this industry.

If you\\u2019re 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:\\xa0http://www.xyplanningnetwork.com/328

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