Charles Cormier Podcast

💰 Top Financial Advice with Cameo Roberson, Founder of Atlas Park Consulting


Listen Later

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

...more
View all episodesView all episodes
Download on the App Store

Charles Cormier PodcastBy Charles Cormier