The Premier Event for Financial Advisors, Wealth Management Firms & Business Owners!
Are you ready to take your financial services business to new heights? Join us at the Planning Your Profits Summit, where you'll gain the strategies, insights, and connections you need to supercharge your business growth efforts.
Why Attend the Summit?
Do you wonder what other successful financial services professionals are doing to grow their practices? Are you reading books, listening to podcasts, absorbing the information to find the perfect mix of what to do in your business, but still stuck?
By attending this summit you will:
1) Get the tools needed to devise a step-by-step plan to accelerate your business growth!
2) Take tested frameworks to use immediately in your business to increase revenue!
3) You will have a clear plan of what to focus on saving time, energy and money!
Have You Decided...?
• I am ready for a strategic roadmap to follow in my business!
• I need to make more progress in my business!
• I want to move from inaction to action. Tell me how!
• I am ready for a framework that will help me save time and resources!
You Are In The Right Place: Summit Details
Dates: Wednesday, October 4th and Thursday, October 5th, 2023
Time: 9:00 am - 3:00 pm PST daily
Location: Virtual (Access details provided upon registration)
What People Are Saying About Atlas Park
Our Summit Speakers
Cameo Roberson
Founder of Atlas Park &
Host of The Planning Your Profits Summit.
Session: Why You Need Strategic Planning to Boost Your Profits!
Building strategic scale requires setting clear and measurable business goals. The Capital Group reflects that the highest growth advisors spent more time on practice management related activities. Advisors with an eye for growth want to know how to move their ideas from concept to profit. Attendees will learn The S.C.O.R.E.™ Method to get the most out of your planning efforts and ability to profit consistently.
About Cameo Roberson
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 and teams execute their growth strategy, improve business processes, streamline operations and systematize the day-to-day; without feeling overwhelmed so you can be prepared for next level growth. Previously, Cameo spent more than 15 years in the client service and operational trenches of fee-only and fee-based advisory firms. Her experience and expertise in practice management techniques, creates presentations that are new, different and relevant. Cameo has been interviewed about how advisors can drive growth through the coordination of people, processes and technology in several publications: including Wealth Management Magazine, The Journal of Financial Planning, Forbes Magazine and Investor’s Business Daily. Cameo has presented practice management workshops for Fortune 500 company, The Lincoln Financial Network; appeared in webinars for the Financial Planning Magazine, XY Planning Network, HIFON and The Financial Planning Association.
Session: How to Sell on LinkedIn without Sounding too Salesy
Looking to elevate your game on LinkedIn, financial wizards? You're in the right place! Get ready to unravel the secrets of the ultimate LinkedIn strategy designed explicitly for financial services business owners and financial advisory businesses. Ever feel like your LinkedIn approach is like shouting in a crowded room? Maybe you're worried about coming across as just another pushy salesperson? It's time to ditch that mindset! Your potential clients are out there, waiting to connect with you, and I'm here to show you how to reach them without feeling like you're peddling snake oil.
About Adriane Simpson
Adriane Simpson is a highly accomplished business leader and entrepreneur, and the CEO and founder of The LinkedIn Pros. Her agency specializes in providing LinkedIn strategy and executive coaching services to entrepreneurs and leaders who aim to increase their income and revenue. Adriane's expertise lies in helping business owners to position their companies for success, enabling them to land larger contracts. As an energetic partner to Fortune 500 companies and government agencies, Adriane has been instrumental in supporting employee retention and engagement efforts through compelling and thought-provoking trainings. Over the last three years, Adriane has helped her clients secure more than $2.5M in increased revenue and total compensation, a testament to her business acumen and expertise. Coaching and empowering clients while leaping over imposter syndrome is her superpower.
Adriane Simpson
The LinkedIn Pros
Arielle Minicozzi
Sphynx Automation
Session: Top 5 Lead Automations for Financial Services Professionals
Join Sphynx Automation for this presentation covering the top 5 automations that will help you streamline your lead generation and lead intake processes. This session will cover:
• The top five automations every financial services professional should be using and how to set them up successfully.
• How automation frees up time to focus on more important things, such as providing financial advice to clients and managing their investments.
• How advisors and other financial services professionals can use automation to increase efficiency and improve accuracy.
About Arielle Minicozzi
Arielle Minicozzi is the founder of Sphynx Automation, a virtual technology and automation consulting firm that helps RIAs and other service businesses set up their tech stacks and automate their business processes. Leveraging her background as a former financial planner and RIA owner, Arielle is on a mission to empower other financial professionals to streamline their operations using low or no-code technology tools. Driven by her passion for automation and her unique insights into the challenges faced by financial advisors, Arielle transforms her clients’ practices by crafting tailored solutions that seamlessly integrate with existing systems. Her goal is to shape the future of financial planning by fostering growth and enabling professionals to focus on what truly matters - delivering exceptional service to their clients.
Session: Reach, Engage and Earn the Female Dollar: What women want from their financial professionals
A significant financial shift is happening right now. Women control $10-Trillion dollars, and this will increase to $30 trillion by the end of this decade, as an unprecedented amount of assets shift into the hands of women. Financial institutions that are prepared for this shift can see rapid growth in revenue. But women don’t trust the financial industry. Learn what women want and need from their financial professionals and how you can reach, engage and earn the female dollar!
About Dr. Barbara Provost
Dr. Barbara Provost is an adult educator and expert in women and finance. As a consultant in the financial industry for over 20+ years, a consultant to the world bank building gender sensitization programs for financial professionals in several countries, and now the founder of Purse Strings, Dr. Provost brings a wealth of insights into what women want from their financial professionals. Her mission is to ensure women have all the tools, resources, information and vetted financial professionals at their fingertips so that they can make smart financial decisions and live a life full of choices. Dr. Provost holds a doctorate in Adult and Higher Learning, Masters in Adult Learning, Masters in Business Management, University Professor, Business Coach, President of Provost Consulting, Inc, Founder - Purse Strings, LLC.
Dr. Barbara Provost
Purse Strings
Crystal Shanks
Run Right Consulting
Session: Want to increase your conversion rate by 17% or more?
What would you do with all that money? Did you know that increasing your conversion rate is the 2nd fastest way to increase your profits? Coach Crystal will teach you proven sales techniques that you can take away that same day to close more sales. Her method is focused on a high end, relationship close where the prospect closes themselves.
About Crystal Shanks
Crystal Shanks, Certified Business Coach and CEO of Run Right Business Consulting, has been coaching business owners and executives around the world to achieve optimum results since 2009. Coach Crystal teaches her clients proven strategies to build thriving businesses and careers. She has worked with thousands of businesses and executives to generate substantial revenues and maximize profits.No stranger to the world of business, Coach Crystal has hands-on experience as a Vice President of Accounting for a Bay Area firm where she managed 45 employees and 6 managers in a department that reconciled more than $100M each month. Prior to moving to San Francisco in 2002, Shanks received a Masters Degree in Industrial Relations from Iowa State University.
Session: Leveraging Strategic Partnership for Scale
All the hustle and bustle of networking can be overwhelming, and now you want me to build more partnerships? Yes. The key to growth is understanding how, when, and why to partner. During this session, I aim to share stories, understanding, and strategies to form partnerships of all kinds. Strategic partnerships are the best way to quickly save costs, market, and scale your company. Are you ready to partner up?
About Dana Wilson
Dana L. Wilson has over fifteen years of experience in the financial services industry and is the Founder & CEO of CHIP (Changing How Individuals Prosper). CHIP is a B2B financial services marketplace that makes finding financial professionals of color easy. In 2021, Investment News recognized her as a "See It Be It Role Model" for her diversity, equity, and inclusion work. She also received two company awards in 2021 from Think Advisor for her work in diversity and inclusion and thought leadership. She was named "One To Watch" in Fintech from Money 20/20 and a 2021 Trailblazer from Black Women In Media. Dana graduated from North Carolina Central University and received her Bachelor of Business Administration (BBA) with a concentration in Marketing. Dana also holds an MBA from Penn State University, Smeal School of Business, where she focused on Strategic Leadership and Corporate Innovation.
Dana Wilson
Founder CHIP Professionals
Dr. Michele Josey
Founder Mogul Beginnings
Session: Drive up your sales and conversions with data!
Have you ever felt like you were wasting your time on sales calls or money on ads? Join me as we dive into the untapped potential of data-driven decisions. Discover how to identify the most profitable leads, understand your customers like never before, and manage your marketing and sales funnels to deliver jaw-dropping results. I'll share real-life success stories of businesses just like yours that are turning their woes into wins through the power of data.
About Dr. Michele Josey
Dr. Michele Josey is from Raleigh, NC. She holds a Master’s in Statistics and a PhD in Epidemiology. Inspired from her 10 years in academia and corporate America, Dr. Michele wants to do for small businesses and nonprofits what she has done within the public health sector. The vision of Mogul Beginnings Data Consulting is to help organizations strategize, optimize, and scale by unleashing the power of their data. Using her S.M.A.R.T. Solution, she helps them find the right people and increase their revenue. Currently, she lives in Columbia, SC and loves to sing, dance, and automate systems.
Session: The Art Of Rainmaking
The most valuable member in any firm is the person who can bring in the most clients. Among the elite are those who are able to create this organic growth profitably. In this session, advisors will learn how the words of a great Native American war chief still inspires financial and insurance professionals in the ancient art of rainmaking and will walk away with actionable steps that they can immediately begin implementing.
About Julie Pinkerton
With three decades of experience and a robust network of professional relationships, Julie A. Pinkerton, CLU, ChFC, LUTCF is the CEO of Evozen, LLC. Evozen's ClientFirstTM community unites Rainmakers in law, tax, investments, and insurance as Centers of Influence. ClientFirstTM is solving the most challenging problem these professions face - the continual need for organic client growth. ClientFirstTM is the only national, fully-diverse digital community that creates the right environment for people to connect in order to provide top service to their clients and solving their most challenging problems.
Julie is also a contributing writer for U.S. News & World Report on financial topics and is authoring a book, "BLINK, Because Life Isn't Neat & Clean". She graduated from Baylor University's Hankamer School of Business. Avid artists and photographers, Julie and her husband, David, love to travel worldwide. They are also proud parents to two rescue border collies (brothers) age 12.
Julie Pinkerton
Evozen
Mike Williams
The Growth Coach
Session: Principles of Effective Time Management
All of us are challenged with managing our time. For most of us, it is a daily fight. In this session I will review 12 principles that will help you focus on being more efficient and effective with your time. My 12 principles will help you plan, organize, and structure your time better which will enable you to balance your personal and professional life better.
About Mike Williams
Mike has been the owner and President of The Growth Coach of Northern VA since June of 2015 (Over 5 years). Mike provides strategic planning, business development, and sales training to business owners, corporations, executives, and sales teams. Mike’s diverse business background and experiences make him uniquely qualified to work with businesses of all sizes, to help them achieve and exceed their goals. Mike is proven highly effective in strategic planning, sales, process execution and resource management within various organizations. He has demonstrated expertise and positive results in organizations such as The Coca-Cola Company (20 yrs), Mobil Chemical Company (6yrs-Now Exxon Mobil) as well as The United States Army (6yrs-Army Officer). Mike has over 26 years of marketing, sales, and business management experience within Fortune 500 companies. He is a motivated team leader, known for building capabilities within an organization to achieve superior results. Mike is certified in The Strategic Mindset coaching process which adheres to standards, practices and policies that the International Coaching Federation has set forth in their Code of Professional Standards and Ethics. Mike’s passion is helping businesses, while being a positive influence in his community.
Session: How To Create A Sales Funnel System That Converts into Cash
This training will help you grasp the importance of funnels and how they can help you grow your business. Figure out why your funnels aren’t as profitable as they should be and how to fix them. Understand how paid ads work and how you can maximize them to get your offer in front of more of the right people. Know when to use ads for leads and when to use them to sell. Get clear about what you can automate so your business grows faster and more consistently. No more struggling to figure out how to get more eyes on your offers and sell more!
About Ryan McCrary
Digital Marketing Expert, CEO, Speaker, and Author specializing in helping online entrepreneurs grow and scale their business online through profitable sales funnels and Facebook ads. After working in the corporate finance industry, I discovered my passion for helping people create true generational wealth that didn’t require them to sell their soul to draining careers. My strategies are rooted in designing a life that doesn’t require the constant grind. With over $500K in ad spend managed to generate over $450 million in revenue, I’ve helped my clients maximize their income and impact while creating true freedom-based lifestyles.
Ryan McCrary
The Funnel Doctor
Yes, I am ready to learn
from the Experts
Planning Your Profit Summit FAQs:
What is the Planning Your Profits Summit?
The Planning Your Profits Summit is a dynamic event designed for financial advisors and financial services entrepreneurs seeking strategies to elevate their businesses. It brings together expert speakers to share insights on strategic planning, leveraging technology, networking, sales/marketing, and lead generation.
When is the Planning Your Profits Summit taking place?
The summit is scheduled for October 4th & 5th, 2023, from 9 am - 3 pm PST daily.
Is the Planning Your Profits Summit a virtual event?
Yes, the summit will be conducted entirely online, making it convenient for you to participate from anywhere.
How can I register for the Planning Your Profits Summit?
You can secure your spot by visiting our registration page at https://tickets.atlasparkco.com/
Is there a cost to attend the Planning Your Profits Summit?
The event is free to attend. However, we offer a pre-summit VIP upgrade for $97, which includes exclusive benefits.
What benefits do VIP attendees receive?
VIP attendees get access to bonus content, templates, guides, workbook and limited access to the full 2-day summit recordings!
Can I access the summit recordings if I miss a session?
Yes, all summit sessions will be recorded, and attendees who purchase the VIP upgrade will have access to the recordings for a limited time.
Are there any prerequisites or qualifications to attend the Planning Your Profits Summit?
No, the summit is open to all financial advisors, CFPs and other financial services professionals or business owners looking to enhance their business strategies to grow revenue.
How can I stay updated about summit news and announcements?
Follow us on social media (@atlasparkco) and join our Facebook community. https://www.facebook.com/groups/elevateyouradvisoryfirmpoweredbyatlaspark/about
Secure Your Spot at the Planning Your Profits Summit
Don't miss this opportunity to gain the insights you need to drive your business forward. Register for the Planning Your Profits Summit and secure your spot today.
Copyright © 2023 Atlas Park Consulting