Ops & Impact copertina

Ops & Impact

Ops & Impact

Di: Michael Reynolds
Ascolta gratuitamente

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.© 2026 Economia Gestione e leadership Leadership
Episodi
  • Should I Give Up on My RIA?

    Should I Give Up on My RIA?
    Jun 5 2026

    I know some advisors struggle with the first year or two after launching an RIA. It can be discouraging. This is my pep talk to push through it.

    Sponsored by CalibrateIQ.
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    9 min
  • How to Love Your Sales Process by Having No Sales Process

    How to Love Your Sales Process by Having No Sales Process
    May 29 2026

    Are 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.
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    15 min
  • The Truth About "Custom" Websites for Financial Advisors

    The Truth About "Custom" Websites for Financial Advisors
    May 22 2026

    Financial 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.
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    14 min
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