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Cameo Roberson on Challenges to Triumphs in Financial Services

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Manage episode 433137646 series 3578292
Content provided by Brodrick Lothringer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brodrick Lothringer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This week, Cameo Roberson, Founder and CEO of Atlas Park Consulting, joins “The Weekly Fintape” and shares her strategies for creating structure in the midst of rapid growth, by establishing repeatable processes, strategic hiring, and effective team management. Cameo also offers invaluable advice on how to stay emotionally available for your team and understand their individual needs and goals.

This episode uncovers Cameo’s personal journey in the financial services industry, overcoming significant challenges as a Black woman in a predominantly white male space. After pivoting to operations and entrepreneurship to launch her own successful business, Cameo discusses the importance of human-first financial planning, an area where women advisors often excel.

Don't miss Cameo's insights on how to improve operational efficiencies and where to find resources to elevate your practice.

Connect with us below!

  continue reading

11 episodes

Artwork
iconShare
 
Manage episode 433137646 series 3578292
Content provided by Brodrick Lothringer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brodrick Lothringer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This week, Cameo Roberson, Founder and CEO of Atlas Park Consulting, joins “The Weekly Fintape” and shares her strategies for creating structure in the midst of rapid growth, by establishing repeatable processes, strategic hiring, and effective team management. Cameo also offers invaluable advice on how to stay emotionally available for your team and understand their individual needs and goals.

This episode uncovers Cameo’s personal journey in the financial services industry, overcoming significant challenges as a Black woman in a predominantly white male space. After pivoting to operations and entrepreneurship to launch her own successful business, Cameo discusses the importance of human-first financial planning, an area where women advisors often excel.

Don't miss Cameo's insights on how to improve operational efficiencies and where to find resources to elevate your practice.

Connect with us below!

  continue reading

11 episodes

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