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.
11episodes
Episodes
Newest firstAll episodes
Insights From a Live SEO Audit of Financial Advisor Websites
3d 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
1w ago00:13:35Summary 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
2w ago00:19:26Summary 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
3w ago00:08:08Summary 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 1900:02:31Tap to summarizeMy 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 🙏🏻
Transcribe →Are You Overthinking Your Pricing Model?
Jun 1200:10:10Tap to summarizeSpoiler alert: I think your pricing model is too complicated. Well, maybe... Sponsored by CalibrateIQ.
Transcribe →Should I Give Up on My RIA?
Jun 500:08:33Tap to summarizeI 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.
Transcribe →How to Love Your Sales Process by Having No Sales Process
May 2900:14:57Tap to summarizeAre you struggling with your sales process in your financial advisory firm? Maybe it's time to let go and have no sales process. Sponsored by CalibrateIQ.
Transcribe →The Truth About "Custom" Websites for Financial Advisors
May 2200:13:32Tap to summarizeFinancial advisors sometimes look for "custom" website design to make sure they get something unique and specific to their firm, but there are some misconceptions around what that means. Sponsored by CalibrateIQ.
Transcribe →This Is Your Permission to NOT Niche as a Financial Advisor
May 1500:11:42Tap to summarizeSo many influencers and sources out there tell us we're supposed to niche. And it's true, there are many benefits to specializing. But what if you just don't want to and you struggle with this? I'm here to give you permission to NOT niche. Sponsored by CalibrateIQ.
Transcribe →