Ready to improve profits and generate more money this year?
SACRAMENTO, Calif., April 17,
2024 /PRNewswire-PRWeb/ -- The Planning Your Profits
Summit is back this May with an electrifying theme set to ignite
your business development strategies: "Maximize Your Money: The
Business Development Blueprint!" hosted by Cameo Roberson of Atlas
Park Consulting. This two-day virtual summit, held May 22-23, 2024 from 9 am
- 3 pm PST both days, promises to equip attendees with the
tools and insights needed to take their business growth to new
heights and generate more money.
"We know that the client acquisition
pathways require more targeted outreach and this 2 day virtual
event will provide attendees with the right strategies for maximum
impact", said Host, Cameo Roberson.
Why Attend?
Financial professionals including CPAs, Accountants,
Bookkeepers, CFOs, Financial Advisors, Certified Financial Planner
Professionals and Insurance Agents will delve into strategies that
will reshape their approach to client acquisition, networking, and
overall business expansion. "We know that the client acquisition
pathways require more targeted outreach and this 2 day virtual
event will provide attendees with the right strategies for maximum
impact", said Host, Cameo Roberson. We're here to provide best fit
strategies that attendees can use immediately.
Having worked with hundreds of RIA firms, Cameo Roberson has
organized a stellar lineup of experts to bring the heat to this
years' summit. Building know, like and trust currency is very
important in the financial services space. Many firms can
contribute their organic growth through the number of referrals
they've received, and this summit will highlight best fit
strategies that have taken into account the 'noisy' landscape we're
living in. Getting the attention of prospective clients is taking
longer and this event will give attendees the upper hand in
effective client acquisition.
Featuring 10 expert speakers in the financial services space,
here's a glimpse of what attendees can expect to gain:
WIN Prospective Clients:
- Unlock the secrets to consistently winning prospective
clients.
IMPACT Networking Partners:
- Build stronger relationships and elevate your Know, Like, and
Trust Factor to strengthen your referability.
NORMALIZE Referral Sharing:
- Foster a culture of seamless referral sharing within your
professional network.
GROW Your Business:
- Discover proven frameworks to amplify your networking, sales,
and marketing efforts ensuring sustained growth and heightened
recurring revenue.
Featured Speakers and Sessions:
The summit will feature an esteemed lineup of industry experts,
each delivering invaluable insights tailored to empower attendees
on their journey to success:
Cameo Roberson, Atlas Park Consulting (Host):
- Becoming A Connection Catalyst: Strategies for Building and
Leveraging a Powerful Network
Brent Carnduff, CEO Advisor
Rankings:
- Content that Ranks! How to Build Your Practice Through SEO
Kathleen Burns Kingsbury,
Founder, KBK Wealth Connection:
- How to Shift Your Mindset, Boost Your Confidence, and Close
More Sales
Brittany Young, Founder, Wealthy
Brittany:
- Money Matters, Emotions Matter More: The Power of Emotional
Intelligence in Finance
Donnie Bryant, CEO:
- The I.N.V.S.T. Method for Getting More Clients with Email
Patricia De Fonte, Esq, De Fonte
Law:
- You Cannot Be Your Client's Only Advisor
Michael Reynolds, Elevation
Financial:
- How to Build a Weekly Content Marketing Machine
Susan Danzig, CEO:
- Future-Proof Your Business: Strategies to Elevate Your
Marketing and Conversions in 2024 and Beyond
Rasheeda Frazier, CEO, Empowering
Greatness:
- Strategic Business Development: Pathways to Growth and
Efficiency
Elisa Ellis, Founder, Turnkey
Style:
- Unlocking the Power of Style
How To Register:
Secure your spot at the Planning Your Profits Summit now by
purchasing tickets at https://tickets.atlasparkco.com/
Don't miss out on this opportunity to supercharge your business
growth and unlock the secrets to more money and higher revenue!
For media inquiries, please contact:
Cameo Roberson
admin@atlasparkco.com
https://atlasparkco.com/
About Atlas Park Consulting
Atlas Park Consulting is a Fractional COO & Business
Strategy Agency for independent financial advisors, financial
professionals and wealth management firms. Led by Cameo Roberson,
the firm specializes in helping leaders create more time freedom,
money freedom and better control over business operations. Featured
in Financial Planning Magazine, Investment News, Investor's
Business Daily, Lincoln Financial Group and XY Planning Network,
Atlas Park Consulting is the premier resource to help teams destroy
day to day chaos and restore operational balance. With over 15
years of RIA experience, Cameo and her team bring unparalleled
expertise and insights to their clients, helping them achieve their
business goals with confidence.
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SOURCE Atlas Park Consulting