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Ep 34: How to Build Client Service Success
Ep 34: How to Build Client Service Success
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, a CPA with Dominion, where we help financial advisors navigate income tax planning and compliance for their firms.In this episode, we’re joined by Cameo Roberson, Founder of Atlas Park Consulting, a business coaching and fractional COO agency for financial advisors. Cameo specializes in helping financial professionals streamline their client service operations, improve communication, and enhance retention strategies.
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Episode 34: How to Build Client Service Success
Ep 34 | Guest: Cameo Roberson
Overview
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, a CPA with Dominion, where we help financial advisors navigate income tax planning and compliance for their firms.
In this episode, we’re joined by Cameo Roberson, Founder of Atlas Park Consulting, a business coaching and fractional COO agency for financial advisors. Cameo specializes in helping financial professionals streamline their client service operations, improve communication, and enhance retention strategies.
Key Takeaways
✅ Smooth Onboarding Strategies – How to create a seamless client onboarding process with clear steps and the right tech tools.
✅ Client Communication Mastery – Best practices for structuring service plans, managing client expectations, and building strong relationships.
✅ Client Retention Excellence – Strategies for maintaining open communication and delivering an outstanding experience that fosters long-term loyalty.
🔗 Connect with Cameo
🔗 LinkedIn
🌐 Atlas Park Consulting
🔗 Connect with Catherine
🔗 LinkedIn
📧 admin@dominiones.com
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