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Friday, October 11, 2019

FIN Compliance partners with WIN Collective for practice management offerings

By Cory Roberson, Principal of FIN Compliance, Lancer, Ventures

October 11, 2019. (update from March 5, 2019) 


FIN Compliance Partners with WIN Collective to provide a more larger service offering in term of advisory practice management.  Our channel partner collaborative is designed to help firms W.I.N in Marketing; Operations, Client Service, and Compliance.  


About WIN Collective

We are a dynamic team that helps advisors to build their brand through enhancing digital marketing practices, improving business and technology processes, and navigating firm compliance requirements.  

Inquire to join us or if your interested in a service(s).




W.I.N Collective topics Include:

Operations – Systematizing your practice – Atlas Park
Compliance – Navigating the regulatory landscape – FIN Compliance
Marketing – Strategies to boost marketing presences, client engagement, and sales – Elite Vivant

Practice Management/Operations

About Atlas Park & Co

Cameo Roberson, Founder of Atlas Park Consulting with a focus on building and growing businesses through strategic planning is what she does best as a Practice Management Consultant and Business Coach, known for creating innovative solutions to build better advisory firms.

After 15+ years of proven success in increasing efficiency and profitability for solo-shops, ensemble firms and enterprise practices, she launched Atlas Park Consulting with the intent of sharing the extensive knowledge acquired during her career.

As the founder and CEO of Atlas Park Consulting, Cameo helps financial advisors shape and execute the best strategies to achieve their business planning goals; including business development, optimizing operations, using technology effectively and maximizing their human capital to running a better advisory firm.

Our solutions are designed to help advisors build the systems needed to maintain service continuity and finding the right balance between exceptional client experiences and business efficiency.

Practice Management and Operations

At Atlas Park Consulting, we help Solos, Breakaway Advisors and Ensemble Firms build and implement solutions that position firms for growth and sustainability.




Having worked as a Service Advisor & Operations Associate, Cameo understands the unique needs of clients, how to alleviate operational bottlenecks and the demands advisors face from clients. Balancing the complexities of running a practice and serving clients is often challenging. She shares, "Everything we do, we believe in thinking out of the box. The way we think outside the box is by using the client experience as the top factor in system design. Our systems just happen to help advisors create extraordinary firms.”  

For more information, visit https://AtlasParkco.com 

Marketing/Social Media

About Elite Vivant


Elite Vivant is a fully integrated Creative Branding & Marketing Studio. Focused on Brand Development, Brand Awareness, Digital Marketing, and elevating Entrepreneurs Online Presence.



Our Integrated Approach


Strategy - Identify Business Goals & How To Reach Your Target Audience
Command - Attention Through Relevant Vibrant Visuals
Engage - A Positive User Experience to Increase Goal Conversions
Measure - Data & The Key Factors to A Clients Success

Common Marketing/Sales Challenges that we tackle:

They are ready to start their business however they don’t know the tools they need to maximize their growth and success.
Their website is out of date; therefore, the user experience doesn’t allow for proper lead generation or sales.
They want to streamline operations and workflow through automation tools to work smarter not harder.
Their Email Campaigns have a low open and click rate.
They need design services that are cohesive with their brand.

For more information, visit https://elitevivant.com/

Compliance/Business Management Systems

About FIN Compliance 

FIN Compliance (FinCompliance.io) is a consortium of compliance services including: RIA Consults-Roberson Consults Group, a compliance consulting firm, RIA Review, a compliance-management software tool (SaaS), B-D Review, a RIA/Broker-Dealer compliance management software tool, FIN Ventures, providing business/startup strategies, and FINLancer, a business management portal featuring:  E-signature tools; Invoicing integration, Vendor Directory, continuity directory*, business client document portal, and more (available by Q4 2019).  

Access all services on one site: FINCompliance.io.

Review our brochure here


Our Products and Services

RIA Registration Services:  Adding new Jurisdictions
Compliance Consulting:  Ongoing review Assistance, policy & procedures, and filings.
Compliance Management System: for internal review process.
Business Management System: for Project/Task Delegation, Business/Firm Directory, E-contracts, workflows, and more 

Succession Planning/Transition and, Partner Matchmaking Services

We are pleased to announce a new deal flow service that includes transition planning, deal flow, and partnerships. We will have more information available as our offering develops.  Both older and new advisors alike can begin to prepare for changes in the industry.  It’s a good time to evaluate opportunities whether you are a young firm looking to buy a book of business or an older advisor looking to establish an exit for retirement.  For firms interested, we are offering a matchmaking service to connect older and new firms together for deal flow, succession planning, partnerships, and more.  



Business Directory 


Impact

FIN Missions (FINmissions.com) provides business support group sessions for other entrepreneurs.  In addition, Cory has volunteered for more than fifteen youth programs in locations such as like S. Korea, China, S. Africa, Thailand, and India.






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