For financial advisors considering the transition to independence, navigating the available pathways can feel both exciting and overwhelming. Beyond the Broker: Navigating Financial Advisory Independence, Cameo Roberson’s new book, serves as a comprehensive guide to understanding the options, challenges, and strategic steps necessary to build an independent advisory firm. Her guest post shares insights from the book, providing advisors with actionable guidance on their journey toward autonomy.
Beyond the Broker: Navigating Financial Advisory Independence is an exercise to build clarity, understanding and defining what independence means for you. Within the independent channel, there are changing options and obstacles. There are business and personal layers that require examination before making a move.
What inspires your success? Is it driven by your own ideas, or someone telling you what success looks like? My business journey came at a crossroads where I had to ask myself these questions and embrace the realities. Did I fully understand the challenges, opportunities and insights ahead of me, no. What I understood was that when the door of opportunity was kicked open, I owed it to myself to show up and walk into my vision of success. What are you willing to do?
We’re living in a world, where no one is safe – not even the CEO. Your clients aren’t safe either. You’re able to help them navigate their own life events. Who’s helping you with yours? Career transitions and contemplating starting a business are not easy decisions. What I’ve discovered is the reality of stepping into our true purpose may depend on taking calculated risks.
You may be working in a financial advisory role now, possibly within a larger institution, wire house, or broker dealer. If you’re considering independence, balancing career growth with your personal life might be top of mind. Finding reliable resources who understand your world is something I experienced when I hired my first business coach. Our collective goal with this book is to provide clear and actionable guidance on what advisory independence looks like and the steps to take to achieve it.
Now, pursuing independence can be Pandora’s Box of choices, this book breaks down the pathways to consider. At the top of the list is determining the type of independence that’s most attractive to you. Tucking in or building your own standalone RIA. The collective expert wisdom covering sales, marketing, compliance, legal, technology, operations along with stories of real people who made the leap, is what makes this book unique. At Atlas Park, our vision is to empower 1 million women entrepreneurs to scale, build wealth, and lead with confidence. Through education and strategic tools, we turn business dreams into reality. We are the premier resource for business transformation.
An investment in women is an investment into the future of financial services.
We must actively advocate for the advancement of women in financial services. As those who’ve come before us, we have a level of responsibility to consider. The co-authors and I understand that we must be intentional, actionable and measurable. We believe so passionately about this that the book proceeds will be donated to the Professional Businesswomen of California scholarship fund to support a young woman majoring in finance. We hope one day this book will inspire her to seek independence and build success on her own terms! I hope you enjoy the book and let me know if you are inspired to take action!
Learn more here www.GoBeyondTheBroker.com