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 Love Your Sales Process by Having No Sales Process
May 2900:14:57Summary readyAre 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.
SummaryThe Truth About "Custom" Websites for Financial Advisors
May 2200:13:32Summary readyFinancial 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.
SummaryThis 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 →How to Have a Better Relationship With Your CRM
May 800:11:08Tap to summarizeAre you a financial advisor who is dissatisfied with their CRM? There are new, shiny CRMs out there packed full of AI! Should you switch? Or is the real problem your relationship with your CRM? Sponsored by CalibrateIQ.
Transcribe →