In this episode, Cameo Roberson, founder of Atlas Park Consulting, joins us to talk about the four silent revenue leaks costing advisory firms growth, why $200 million to $1 billion in AUM is often a firm's "messy middle", and what leadership needs to align on before a big hire or new technology. Cameo also shares a real client story where undocumented onboarding cost a firm $30,000 in first-year revenue, and why that onboarding process is really an extension of your marketing.

Cameo Roberson is the Founder and CEO of Atlas Park Consulting, where she helps growing advisory firms strengthen the operating systems, leadership structure, and accountability needed to support their next stage of growth. With more than 20 years of experience across wealth management, operations, and business strategy, Cameo has worked with more than 100 firms and 150 advisors. She is also the co-author of Beyond the Broker.

In this episode, we cover:

· The four silent revenue leaks: client attrition, team underperformance, tech and workflow inefficiencies, and capacity bottlenecks

· The real cost of undocumented onboarding, a $3 million engagement that lost $30,000 in year-one revenue

· Why the $200 million to $1 billion AUM range is often a firm's "messy middle"

· What to align on before a big hire, or before adopting new technology

· The real difference between a Client Support Associate and a true operations leader

· Why owner dependency quietly erodes both efficiency and firm value

Connect with Cameo:

LinkedIn | https://atlasparkco.com/

Every episode closes with the same question: what's the best piece of financial advice Cameo has ever received? Listen to find out.

Connect with the Show:

Profit & Practice is hosted by Max Holvik, founder of The Advisor's CFO, a fractional CFO practice for wealth management firms.

TheAdvisorsCFO.com | LinkedIn