Financial Advisors Want to Know: How to Build Client Service Success - Ep 34: Cameo Roberson
Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.
Cameo Roberson is the Founder of Atlas Park Consulting, a Business Coaching & Fractional COO Agency for Financial Advisors and Wealth Management firms. Atlas Park helps leaders execute their growth strategy and drive revenue without feeling overwhelmed.
Building Client Service Success!
1. (Smooth Onboarding Strategies) covers how to ensure a smooth start for your clients with clear steps, effective use of tech tools, and how to maintain a seamless onboarding process.
2. (Client Communication Mastery) covers how to structure your service plans, learn to manage client expectations, and maintain regular communication to build stronger client relationships.
3. (Client Retention Excellence) focuses on strategies for continuous improvement, maintaining open communication, and consistently impressing clients to ensure their long-term loyalty.
Connect with Cameo:
https://www.linkedin.com/in/cameoroberson
https://atlasparkco.com/
Connect with Catherine:
https://www.linkedin.com/in/ctindallcpa/
Contact Catherine's Team:
admin@dominiones.com
certified public accountant,certified public accountant near me,tax services,tax pro,tax professional,tax professional near me,cpa near me,financial services,financial planning tips,client onboarding,client relationship management system,crm system,fractional cfo,fractional chief operations operator,client relationship management,client onboarding success,Onboarding Strategies,client onboarding strategy,client retention,client retention success
Looking for a more holistic relationship with your taxes? Book 15 minutes to have a coffee chat with Catherine to see if you could be doing more:https://calendly.com/ctindall/podcast-getting-to-know-you
Sign-up for our newsletter for the only tax update you’ll need to read and future episodes here and how to get in touch with Catherine: https://dominion-enterprise-services.ck.page/9944b047d9
Visit us atDominionEs.com
Connect with Catherine on LinkedIn