On this episode of The Get Ready Money Podcast, I spoke with Cameo Roberson and Kari Ellis, co-authors of Beyond the Broker, about how women can find success in financial services by embracing independence, leaning into their purpose, and harnessing the power of their networks.

💡 Key Takeaways:

🔹 The power of your network is instrumental to reaching the next level

🔹 Independence isn’t just a career move—it’s a defining step toward serving clients on your terms

🔹 Let your why guide your decisions

🔹 Going independent helps you grow and discover new strengths

🔹 You have to find your niche and what aligns with your core values

🔹 Don’t let self-doubt become your ceiling—believe in your potential

🔹 Look for ways to support others in your community

 🎥 Watch this episode below: 

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🎧 Listen to the podcast below or on your favorite podcast app.

Connect with Cameo Roberson: 

• LinkedIn (here)
• Atlas Park Consulting Website (here)
• Power Partners newsletter (here)

Connect with Kari Ellis: 

• LinkedIn (here)
• WayPoint Consulting Partners Website (here)

Books: 

• Beyond The Broker: Navigating Financial Advisory Independence" by Cameo Roberson with contributions from Kari Ellis and other top professionals (Amazon)
• Financial Trendsetters: Revolutionizing the role women play in building wealth by Jessica Weaver with contributions from Cameo Roberson and other leaders (Amazon)

Resources mentioned:

• Provisors (here)
• Women in Insurance & Financial Services - WIFS - (here)
• Financial Planning Association - FPA - (here)
• National Association of Insurance and Financial Advisors - NAIFA - (here)

Bio:

Cameo Roberson is the CEO/Founder of Atlas Park Consulting, an Operations Strategy and Fractional COO Agency. Cameo helps service-based business owners and financial advisors scale by turning their existing network into a consistent referral engine and installing the operational systems they need to handle the growth—in under 12 months, without burnout—so they can run a profitable, process-driven business that doesn’t rely solely on them. Co-author of Beyond The Broker: Navigating Financial Advisory Independence is your step-by-step guide to breaking free with confidence and launching an independent advisory firm. Cameo spent over 15+ years in the RIA space, is an industry expert, and has been featured in several publications: including Investment News, Forbes, and The Journal of Financial Planning. Based in Northern California, Cameo works with clients all over the US and in Canada. 

Kari Ellis is the Founder and CEO of WayPoint consulting Partners. With over 15 years of experience in the Insurance and Financial Services field, Kari is an industry expert. As a seasoned Career Consultant, she recruits experienced financial advisors and insurance professionals across the country, covering traditional brokerage, boutique, and regional firms and the possibilities within the independent broker-dealer, and RIA space. Kari has grown WayPoint Consulting Partners through a demonstrated history of matching accomplished candidates together with qualified career opportunities. She and her team recognize the challenges today's career seekers experience and stands ready to provide unwavering support at every turn. Kari and her team work closely with advisors to create a personal road map of options clients might never have considered as she and her team integrate them into a vast industry network. Kari has cultivated partnerships with exceptional organizations nationwide, eager to match talented individuals. She's here to facilitate and lead the transition for those seeking change. WayPoint Consulting Partners values a consultative approach, blending exceptional service and seasoned expertise in the career consulting space - actions that positively make a difference. Kari is truly passionate about helping qualified financial advisors navigate the complex landscape and learn all about the various ways they can collaborate with her (and her team) to ensure success. She enjoys empowering financial advisors to navigate career transitions…where top talent meets top tier firms!

Kari is a co-author of the book Beyond the Broker. In today's ever-evolving financial advisory landscape, the pursuit of independence is more than just a career move—it's a defining step toward true freedom in serving clients. Beyond the Broker serves as the ultimate guide for advisors considering a transition to independence, offering expert insights and real-world advice from industry leaders who’ve successfully made the leap.