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Description
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.
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.
40 Episodes
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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.
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.
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.
I don't know about you, but sometimes I get overwhelmed when I look at all the tasks I have to do in a day. There's a super simple, low-tech secret that I use that helps me get started. Sponsored by CalibrateIQ.
It's easy to feel overwhelmed by AI. After all, it's everywhere and layered onto just about everything now. In this episode, we will cover five simple ways AI can give you some tangible benefits and quick wins to save you time and money as a financial advisor. Sponsored by CalibrateIQ.
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