By
Cory Roberson, Principal of FIN Compliance, Lancer, Ventures
October 11, 2019. (update from March 5, 2019)
FIN Compliance Partners with WIN
Collective to provide a more larger service offering in term of advisory
practice management. Our channel partner collaborative is designed to help firms W.I.N in Marketing; Operations,
Client Service, and Compliance.
About WIN Collective
We
are a dynamic team that helps advisors to build their brand through enhancing
digital marketing practices, improving business and technology processes,
and navigating firm compliance requirements.
Inquire to join us or if your interested in a service(s).
Operations – Systematizing your practice
– Atlas Park
Compliance – Navigating the regulatory
landscape – FIN Compliance
Marketing – Strategies to boost
marketing presences, client engagement, and sales – Elite Vivant
Practice Management/Operations
About Atlas Park & Co
Cameo Roberson, Founder of Atlas Park Consulting
with a focus on building and growing businesses through
strategic planning is what she does best as a Practice Management Consultant
and Business Coach, known for creating innovative solutions to build better
advisory firms.
After 15+ years of proven success in increasing efficiency and profitability for solo-shops, ensemble firms and enterprise practices, she launched Atlas Park Consulting with the intent of sharing the extensive knowledge acquired during her career.
As the founder and CEO of Atlas Park Consulting, Cameo helps financial advisors shape and execute the best strategies to achieve their business planning goals; including business development, optimizing operations, using technology effectively and maximizing their human capital to running a better advisory firm.
Our solutions are designed to help advisors build the systems needed to maintain service continuity and finding the right balance between exceptional client experiences and business efficiency.
After 15+ years of proven success in increasing efficiency and profitability for solo-shops, ensemble firms and enterprise practices, she launched Atlas Park Consulting with the intent of sharing the extensive knowledge acquired during her career.
As the founder and CEO of Atlas Park Consulting, Cameo helps financial advisors shape and execute the best strategies to achieve their business planning goals; including business development, optimizing operations, using technology effectively and maximizing their human capital to running a better advisory firm.
Our solutions are designed to help advisors build the systems needed to maintain service continuity and finding the right balance between exceptional client experiences and business efficiency.
Practice Management and Operations
At Atlas Park Consulting, we help Solos,
Breakaway Advisors and Ensemble Firms build and implement solutions that
position firms for growth and sustainability.
For more information, visit https://AtlasParkco.com
Marketing/Social Media
About Elite Vivant
Elite Vivant is a fully integrated Creative Branding
& Marketing Studio. Focused on Brand Development, Brand Awareness, Digital
Marketing, and elevating Entrepreneurs Online Presence.
Our
Integrated Approach
Strategy - Identify Business Goals & How To Reach
Your Target Audience
Command - Attention Through Relevant Vibrant Visuals
Engage - A Positive User Experience to Increase Goal
Conversions
Measure - Data & The Key Factors to A Clients
Success
Common Marketing/Sales Challenges that we tackle:
They are ready to start their business however they
don’t know the tools they need to maximize their growth and success.
Their website is out of date; therefore, the user
experience doesn’t allow for proper lead generation or sales.
They want to streamline operations and workflow
through automation tools to work smarter not harder.
Their Email Campaigns have a low open and click rate.
They need design services that are cohesive with their
brand.
For more information, visit https://elitevivant.com/
Compliance/Business Management Systems
About FIN Compliance
FIN Compliance (FinCompliance.io) is a consortium of compliance
services including: RIA Consults-Roberson Consults Group, a compliance
consulting firm, RIA Review, a compliance-management software tool
(SaaS), B-D Review, a RIA/Broker-Dealer compliance management software
tool, FIN Ventures, providing business/startup strategies, and FINLancer,
a business management portal featuring: E-signature tools; Invoicing
integration, Vendor Directory, continuity directory*, business client document
portal, and more (available by Q4 2019).
Our Products and
Services
RIA Registration Services: Adding new Jurisdictions
Compliance Consulting: Ongoing review Assistance, policy & procedures, and filings.
Compliance Management System: for internal review process.
Business Management System: for Project/Task Delegation, Business/Firm Directory, E-contracts, workflows, and more
Compliance Consulting: Ongoing review Assistance, policy & procedures, and filings.
Compliance Management System: for internal review process.
Business Management System: for Project/Task Delegation, Business/Firm Directory, E-contracts, workflows, and more
Succession Planning/Transition
and, Partner Matchmaking Services
We are pleased to announce a new
deal flow service that includes transition planning, deal flow, and
partnerships. We will have more information available as our offering
develops. Both older and new advisors
alike can begin to prepare for changes in the industry. It’s a good time to evaluate opportunities
whether you are a young firm looking to buy a book of business or an older
advisor looking to establish an exit for retirement. For firms interested, we are offering a
matchmaking service to connect older and new firms together for deal flow,
succession planning, partnerships, and more.
Business Directory
Impact
FIN Missions (FINmissions.com) provides business support group
sessions for other entrepreneurs. In addition, Cory has volunteered
for more than fifteen youth programs in locations such as like S. Korea, China,
S. Africa, Thailand, and India.
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