Ops & Impact

Michael Reynolds
  • 5,0 (5)
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  • ЕЖЕНЕДЕЛЬНО

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.

  1. -4 ДН.

    How (and When) to Work With a Virtual Assistant

    As a financial advisor, you probably have all sorts of admin tasks that you would rather not do. How do you know if it's time to hire a virtual assistant? And how do you actually get yourself to delegate?  Sponsored by: Savology.

    14 мин.

  2. 10 АПР.

    The Top 5 Elements Your RIA Website Needs

    We all know your website is the public face of your financial advisory firm. But there are a few elements that are consistently missing from many advisor websites. We'll talk about the top five (plus a bonus). Sponsored by: Savology.

    14 мин.

  3. 3 АПР.

    What is a Brand Identity Kit (And Why Does Your RIA Need One)

    Most RIAs have a logo, but do you also have a brand identity kit? What is this, and why is it important? Sponsored by: Savology.

    14 мин.

  4. 27 МАР.

    How to Protect Your Schedule as a Financial Advisor and Make Time to Get Things Done

    Do you struggle to make time to work ON your RIA? Do you find that your marketing and business tasks always get pushed to the back burner by something else taking priority? Or do you just feel stressed out because you simply can't find the time to get everything done? Here are some ways to set boundaries and protect your schedule so you can actually get things done. Sponsored by: Savology.

    13 мин.

  5. 20 МАР.

    What I've Learned (So Far) About Using AI to Build Apps as a Financial Advisor

    A lot of financial advisors are doing really cool things with AI and building some interesting apps. I'm doing some of this as well and I'm sharing my experience. Sponsored by: Savology.

    25 мин.

  6. 13 МАР.

    Why I Don't Do Any Work Until the Agreement is Signed

    A lot of financial advisors struggle with their sales process. I'm going to explain why I keep mine super simple and don't do any work until the agreement. Sponsored by: Savology.

    14 мин.

  7. 6 МАР.

    How to Use Video Walkthroughs to Enrich and Streamline Communication as a Financial Advisor

    There's a trick I've been using to make financial plan presentation meetings much more effective and client friendly. and it works for other types of communication as well. Video walk-throughs! Sponsored by: Savology.

    9 мин.

  8. 27 ФЕВР.

    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. Sponsored by: Savology.

    16 мин.
См. все (17)

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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.

Информация

  • Автор
    Michael Reynolds
  • Годы выхода
    2025 - 2026
  • Выпуски
    17
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © 2026
  • Сайт подкаста
    Ops & Impact

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