Podcast
Ops & Impact
Hosted by Michael Reynolds · EN
Ops & Impact is the show built for the independent financial advisor ready to level up and build the lifestyle practice of their dreams.
We focus on operations, processes, and technology to help you run your independent financial advisory practice efficiently and effectively ("Ops") while also helping you learn to be a better marketer to attract new clients ("Impact").
Join Michael Reynolds, a practicing financial advisor and RIA owner, for a weekly dose of guidance and support as you build your lifestyle RIA.
14episodes
Episodes
Newest firstAll episodes
How to Use Google Search Console to Track Your RIA's Marketing Metrics
5d ago00:19:29Summary readyGoogle Search Console has been around for a while, but many financial advisors aren't using it to its full potential. We will talk through how to use Google Search Console to get some basic important metrics about how your site is performing from an SEO standpoint. Sponsored by CalibrateIQ.
SummaryHow AI Dictation Levels Up My Productivity as a Financial Advisor
2w ago00:11:45Summary readyI've been using AI voice dictation for a while now, and it has dramatically improved my productivity as a financial advisor. If you're not using it, here's a walkthrough of how I use it every single day in my RIA. Sponsored by CalibrateIQ.
SummaryThe AI-Is-Killing-Search Myth (And What Financial Advisors Should Actually Do)
3w ago00:12:33Summary readyIf you listen to the hype, it may seem like AI is taking over everything, but is that really true? Spoiler alert: it's not. How should we as financial advisors approach marketing with this in mind? Sponsored by CalibrateIQ.
SummaryInsights From a Live SEO Audit of Financial Advisor Websites
4w ago00:25:10Summary readyWe recently did some SEO audits for a handful of financial advisor websites in my private community. In this episode, I share some of the key insights that came up during the audits. Sponsored by CalibrateIQ.
SummaryHow to Serve Clients Who Don't Have a Lot of Money
Jul 1000:13:35Summary readyIt's pretty common for financial advisors to only want to serve clients with a lot of money, but what if it didn't have to be that way? If you have a desire to serve clients who are earlier in their financial journey, there is a way. Sponsored by CalibrateIQ.
SummaryHow Financial Advisors Can Win the AI Search Era
Jul 300:19:26Summary readyIt's no secret that consumers are using AI tools to search for financial advisors and answers to financial questions. So how do you get your website and brand set up to be optimized for consumers using tools like ChatGPT and Perplexity? Sponsored by CalibrateIQ.
Summary(Potentially) Enhancing Your AI Visibility With the LLMS.txt File
Jun 2600:08:08Summary readyMore prospects are turning to ChatGPT and Perplexity, asking things like "find me a fee-only advisor near me." Can an LLMS.txt file help you get found? Sponsored by CalibrateIQ.
SummaryI Would Love Your Feedback
Jun 1900:02:31Summary readyMy voice is shot this week, so I'm taking a little bit of a break. This is a super short episode asking you for some help with something 🙏🏻
SummaryAre You Overthinking Your Pricing Model?
Jun 1200:10:10Summary readySpoiler alert: I think your pricing model is too complicated. Well, maybe... Sponsored by CalibrateIQ.
SummaryShould I Give Up on My RIA?
Jun 500:08:33Summary readyI know some advisors struggle with the first year or two after launching an RIA. It can be discouraging. This is my pep talk to push through it. Sponsored by CalibrateIQ.
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