BWWM Community Conversation

The Work Behind the Advice.

What Happens After the Client Says Yes?

A candid virtual conversation about client onboarding, service delivery, and the operational work that shapes every client experience, long after the contract is signed.

November 18, 2026

6:30 PM ET

Virtual (Zoom)

Free to attend · Open to all

01 / The Conversation

Why this matters

The relationship begins after the yes.

Winning a client is only the beginning. What follows, from onboarding and setting expectations to the systems and teams responsible for delivering on those promises, often determines the strength of the relationship.

This conversation brings that work into focus. We’ll explore how advisory firms translate commitments into consistent service, where operational challenges emerge, and how the professionals behind the scenes shape the client experience long after the initial meeting.

02 / Featured Speakers

Joining the conversation

Voices from the work.

Featured Speaker

Rozlyn Paige, CRPC®

Fractional Director of Operations

Rozlyn Paige & Co.

Rozlyn Paige is a Fractional Director of Operations and founder of Rozlyn Paige & Co., where she helps independent advisors, breakaway advisors, and RIA founders build practices grounded in operational and compliance excellence, including regulatory exam preparedness. A 2024 Association of African American Financial Advisors 50 Under 50 honoree, she is an Accredited Online Business Manager and CRPC®, holds Series 7, 66, and 9/10 qualifications, and serves as Treasurer on the Board of Directors for the National Association of Women Business Owners.

Featured Speaker

Cameo Roberson

Founder and CEO

Atlas Park Consulting

Cameo Roberson is the Founder and CEO of Atlas Park Consulting, a fractional COO and growth strategy firm helping independent advisory teams strengthen operations, client service, and leadership capacity. With more than 20 years in the wealth management industry, she works with RIAs, advisor teams, and financial planning leaders to help firms build scalable systems, stronger teams, and the infrastructure needed for long-term growth.

03 / What We’ll Discuss

Key topics

Three threads, one conversation.

Client Onboarding

How firms set expectations, establish trust, and navigate the critical first stages of a new client relationship.

Service Delivery

The workflows, systems, and service standards that turn an advisor's commitments into a consistent client experience.

The People Behind the Experience

How advisors, client service teams, operations, and compliance professionals coordinate, solve problems, and support the relationship.

04 / Save Your Seat

Join us on November 18.

Wednesday, November 18, 2026 at 6:30 PM ET — a virtual Community Conversation on Zoom. Free to attend and open to all.