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What happens when financial advisors pivot their focus from client acquisition to streamlining operations?
In this episode, Kristin Harad interviews Cameo Roberson, founder of Atlas Park Consulting, about her expertise in helping advisory firms turn operational challenges into pathways for scalable, seven-figure growth.
Cameo reveals insights into building effective systems, leveraging technology, and prioritizing client experience as key drivers of a successful financial advice business.
Kristin and Cameo discuss:
- The importance of a seamless operational backbone to support high-level service
- Identifying and addressing the most common operational pain points
- Techniques for delegating and automating tasks for consistent client service
- Using your CRM efficiently to empower your team
- How to capture and utilize client information for better service and retention
- And more!
Related: Maximize Revenue: Boost Your Lead-to-Client Conversion Rate