Ops & Impact

Michael Reynolds
  • ٥٫٠ (٤)
  • ريادة الأعمال
  • يتم التحديث أسبوعيًا

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.

الحلقات

  1. قبل ساعتين

    How to Build a Workflow

    A lot of financial advisors get stuck on building workflows. It's sometimes overwhelming to try to figure out where to start and how to create a workflow that is useful. In this episode, we will walk through exactly how to build a great workflow that frees up your mind to focus on what's important: your clients.

    ١٦ من الدقائق

  2. ٢٠ فبراير

    How Financial Advisor Directories are a "Secret" Weapon for Marketing

    The most obvious yet most underutilized tool for financial advisor marketing: directories.

    ١٥ من الدقائق

  3. ١٣ فبراير

    Why I'm (Still) Bullish on Blogging as a Financial Advisor

    Blogging has been a core component of content marketing for decades. But is it still relevant?

    ١٠ من الدقائق

  4. ٦ فبراير

    More Automations Will Not Fix All Your Problems in Your RIA

    It seems like we as financial advisors, are looking for the ultimate utopia of automating everything. But does that really exist? And more importantly, is that what we should be pursuing?

    ١١ من الدقائق

  5. ٣٠ يناير

    SEO Strategies for "Bucket 3" – National With No Niche

    Today we will talk about how to approach online marketing if you fall into "bucket 3" – nationally focused was no strong niche.

    ١٤ من الدقائق

  6. ٢٣ يناير

    SEO Strategies for "Bucket 2" – National With a Strong Niche

    SEO and marketing works differently if you are nationally focused with a strong niche. Today we will discuss what to do if you're in "bucket 2"  and how to use SEO (including when not to use it).

    ١٣ من الدقائق

  7. ١٦ يناير

    SEO Strategies for "Bucket 1" – Local Search

    In a previous episode, we talked about the importance of defining which "bucket" your RIA falls into for SEO and marketing. Today we will discuss specific strategies for SEO if you focus in your local market (bucket 1).

    ١٩ من الدقائق

  8. ٩ يناير

    How to Choose the Right "Bucket" for Your SEO (and Marketing) Strategy

    So many financial advisors are concerned about their SEO and they often jump straight to questions like "how do I increase my SEO?" without first defining their marketing focus. We'll talk about how choosing the right "bucket" for your RIA is an important first step before executing any SEO or marketing tactics.

    ١٠ من الدقائق

  9. ٢ يناير

    How I Write High-quality Articles Using AI

    Over and over, marketing experts tell financial advisors to create more content in order to market their firms. But advisors struggle to make time for it and often don't have the expertise to create unique high quality content such as articles and blog posts. We will talk through how I use AI to create unique, high quality blog content (that actually sounds good!) in very little time.

    ٢١ من الدقائق

  10. ١٩‏/١١‏/٢٠٢٥

    Trailer (Introduction to Ops & Impact)

    A preview episode with a little background information before the podcast officially launches.

    ٣ من الدقائق
  • ١٠ حلقة

التقييمات والمراجعات

٥
من ٥
‫٤ من التقييمات‬

حول

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.

المعلومات

  • صناع العمل
    Michael Reynolds
  • سنوات النشاط
    ٢٠٢٥ - ٢٠٢٦
  • الحلقات
    ١٠
  • التقييم
    ملائم
  • حقوق النشر
    © 2026
  • موقع البرنامج على الويب
    Ops & Impact