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Ops & Impact: Daily Summaries Delivered
by Michael Reynolds
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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 4 days ago12 min
Three Ways to Define Your Niche as a Financial Advisor (#3 May Surprise You)
Financial advisors love to talk about niching. Whether you decide to niche or not, there's generally one angle most advisors take when it comes to their niche, but there's more than one way to approach it. Let's talk about the other two approaches to niching, including the often-overlooked "door #3." Sponsored by CalibrateIQ.
- 1 weeks ago10 min
How to Assign Tasks to Clients (So They Actually Get Done)
As financial advisors, we often assign action items to clients, and we need a way to help them track what needs to get done. What's the best system for tracking client tasks? My answer is likely to be unsatisfying (but still effective). Sponsored by CalibrateIQ.
- 2 weeks ago6 min
Are You Feeling Stuck in Your RIA? Take Some Action!
This week's episode is a pep talk to encourage you to break the habit of overthinking and build the habit of making decisions quickly. Sponsored by CalibrateIQ.
- 3 weeks ago13 min
How to Strengthen and Optimize Your FAQ & Services Page for AI
I stumbled across a brilliant tip for enhancing and optimizing how your website gets found by AI tools. It's pretty quick to implement, and most financial advisors probably aren't doing this. Sponsored by CalibrateIQ.
- Oct 9, 202619 min
The Highest Impact Marketing Tasks I Would Implement in the First 30 Days After Starting an RIA
Starting an RIA is overwhelming enough without worrying about how you're going to get clients. It's easy to get lost in all of the options and possibilities and end up paralyzed and doing nothing. I'm going to lay out a simple plan with 5 specific marketing tasks to implement in the first 30 days of launching a firm that will give you a lot of bang for your buck. Sponsored by CalibrateIQ.
- Sep 25, 202619 min
How Do I Know If My Marketing is Working?
It's the age-old question: "How do I know if my marketing is working?" As financial advisors, we are wired to want to measure everything. But does this always make sense? Sponsored by CalibrateIQ.
- Sep 18, 202610 min
My 3 "Must Haves" for Getting the Most Out of Financial Advisor Conferences
It's conference season and I'm looking forward to seeing many of you at some events this year! Here are 3 things I generally want to make sure I do at every conference to get the most value. Sponsored by CalibrateIQ.
- Sep 11, 202616 min
Scale Your Financial Advisory Firm With "Relentless Simplicity"
As financial advisors, we love to complicate things. We are analytical deep thinkers, and it can cause us to add complexity to our businesses. But I like to practice something I call "relentless simplicity." It helps me scale, stay efficient, and serve clients better. Sponsored by CalibrateIQ.
About Ops & Impact
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.
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