Sign up to save your podcasts
Or
Share 💰 Top Financial Advice with Cameo Roberson, Founder of Atlas Park Consulting
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
💰 Top Financial Advice with Cameo Roberson, Founder of Atlas Park Consulting
In this episode of Founder Wisdom Podcast welcomes Cameo Roberson, founder of Atlas Park Consulting who shares her experience as a business coach and operational strategist for financial firms.
00:00 intro
01:14 ✔️The main financial problems faced by businesses and advice on how to solve them.
02:40 ✔️Financial advisors vs. realtors as clients.
03:47 ✔️Coaching.
04:43 ✔️Being a financial advisor on the west coast vs. other areas.
06:35 ✔️ How to adapt to generational differences.
07:50 ✔️Facing up to the dumb market and recession.
09:29 ✔️Managing stress as an entrepreneur.
10:20 ✔️Winning back clients.
15:10 ✔️Being upfront.
15:40 ✔️Filtering and screening your clients.
18:40 ✔️How to get the best players on board.
21:20 outro
https://atlasparkco.com/
https://twitter.com/atlasparkco
Connect with Cameo: https://www.linkedin.com/in/cameoroberson/
Connect with Charles: https://www.linkedin.com/in/sdr-as-a-service/
https://charlescormier.com/
https://topleads.agency/
#podcast #founderswisdom #financialadvisor
View all episodes
By Charles CormierIn this episode of Founder Wisdom Podcast welcomes Cameo Roberson, founder of Atlas Park Consulting who shares her experience as a business coach and operational strategist for financial firms.
00:00 intro
01:14 ✔️The main financial problems faced by businesses and advice on how to solve them.
02:40 ✔️Financial advisors vs. realtors as clients.
03:47 ✔️Coaching.
04:43 ✔️Being a financial advisor on the west coast vs. other areas.
06:35 ✔️ How to adapt to generational differences.
07:50 ✔️Facing up to the dumb market and recession.
09:29 ✔️Managing stress as an entrepreneur.
10:20 ✔️Winning back clients.
15:10 ✔️Being upfront.
15:40 ✔️Filtering and screening your clients.
18:40 ✔️How to get the best players on board.
21:20 outro
https://atlasparkco.com/
https://twitter.com/atlasparkco
Connect with Cameo: https://www.linkedin.com/in/cameoroberson/
Connect with Charles: https://www.linkedin.com/in/sdr-as-a-service/
https://charlescormier.com/
https://topleads.agency/
#podcast #founderswisdom #financialadvisor