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Business Success Knowledge Circle: Create Operational Peace Of Mind With These 3 Practice Management Tips!

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Firms at all stages of business can benefit from utilizing processes to systematize how they do business, but knowing where to start can be overwhelming. In this presentation, Cameo will talk about why and how to systematize your business processes in order to run a more effective financial planning practice and build predictability into your day to day operations. Examples of client case studies, giving concrete examples of how these principles can be implemented within your own practice will be shared.

  • What is practice management anyway?
  • How to build the right framework within your own firm
  • How systems + process are the gateway to operational peace of mind 

Cameo Roberson

CEO | Founder

Atlas Park Consulting

Cameo Roberson is the founder of Atlas Park Consulting, a practice management consultancy based in San Francisco. In her managing role, Roberson provides entrepreneurial financial advisors, wealth management partners and registered investment advisory firms with guidance on operations and management, business planning and development, and improved programs to manage people, process and technology. 

Previously, Roberson spent more than 15 years in the client service and operational trenches of fee-only and fee-based advisory firms. An expert in practice management techniques, Roberson has been interviewed about how advisors can improve productivity, performance and profitability in several publications, including Wealth Management Magazine, The Journal of Financial Planning, Forbes Magazine and Investor’s Business Daily. Roberson has appeared in webinars for Financial Planning Magazine, XY Planning Network and The Financial Planning Association.

She holds an undergraduate degree in Business Administration, emphasis International business from California State University, Long Beach and the Accredited Asset Management Specialist designation from the College for Financial Planning.

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Business Success Knowledge Circle: Create Operational Peace Of Mind With These 3 Practice Management Tips!
08/09/2022 at 1:00 PM (MDT)   |  30 minutes
08/09/2022 at 1:00 PM (MDT)   |  30 minutes Firms at all stages of business can benefit from utilizing processes to systematize how they do business, but knowing where to start can be overwhelming. In this presentation, Cameo will talk about why and how to systematize your business processes in order to run a more effective financial planning practice and build predictability into your day to day operations. Examples of client case studies, giving concrete examples of how these principles can be implemented within your own practice will be shared.
Course Evaluation
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Certificate of Completion
Live Viewing: 0.0 CFP CE credits and certificate available
Live Viewing: 0.0 CFP CE credits and certificate available