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businessentrepreneurshipeducation
Ep 135: “No More Boss, No More B.S.: The Advisor's Guide to Going Solo”
About this Episode
In this episode, Kevin Thompson of 9i Capital Group sits down with Cameo Roberson of Atlas Park Consulting to talk about what it really takes to break away and build your own firm.
From navigating the leap from employee to business owner, to building operational systems that actually work, this episode is packed with real-world advice. Cameo shares insights from her book Beyond the Broker, highlighting the power of mentorship, having a clear vision, and staying resilient through the process.
They cover:
- How to choose the right business model for your practice
- Why most advisors underestimate the importance of back-office systems
- How to scale without burning out
- What compliance fears are real—and which ones are in your head
If you're an advisor thinking about going independent, this conversation is the blueprint.
Advisor vs. Business Owner: Key Differences (00:02:45)
Origin and Purpose of Atlas Park Consulting (00:04:49)
Industry Business Models and Reasons for Going Independent (00:07:20)
Paths to Independence: RIA, Tuck-In, Aggregator (00:09:00)
Fee Structures: Fee-Only vs. Fee-Based (00:12:36)
Building a Sticky Client Ecosystem (00:14:41)
Legacy Clients and Revenue Per Hour Analysis (00:15:50)
Scaling While Maintaining Client Service (00:21:34)
Emotional Side of Going Independent (00:25:03)
Optimal Client Load and Service Model (00:30:43)
Key Takeaways from Cameo’s Book (00:33:12)
Final Words and Inspiration (00:34:41)
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Corrections: Editing by http://SwoleNerdProductions.com
Disclosure: https://sites.google.com/view/9idisclosure/disclosure
Hosts & Guests
No transcript available for this episode.
