Ops & Impact copertina

Ops & Impact

Ops & Impact

Di: Michael Reynolds
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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.© 2026 Economia Gestione e leadership Leadership
Episodi
  • How AI Dictation Levels Up My Productivity as a Financial Advisor

    How AI Dictation Levels Up My Productivity as a Financial Advisor
    Jul 31 2026

    I've been using AI voice dictation for a while now, and it has dramatically improved my productivity as a financial advisor. If you're not using it, here's a walkthrough of how I use it every single day in my RIA.

    Sponsored by CalibrateIQ.
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    12 min
  • The AI-Is-Killing-Search Myth (And What Financial Advisors Should Actually Do)

    The AI-Is-Killing-Search Myth (And What Financial Advisors Should Actually Do)
    Jul 24 2026

    If you listen to the hype, it may seem like AI is taking over everything, but is that really true? Spoiler alert: it's not. How should we as financial advisors approach marketing with this in mind?

    Sponsored by CalibrateIQ.
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    13 min
  • Insights From a Live SEO Audit of Financial Advisor Websites

    Insights From a Live SEO Audit of Financial Advisor Websites
    Jul 17 2026

    We recently did some SEO audits for a handful of financial advisor websites in my private community. In this episode, I share some of the key insights that came up during the audits.

    Sponsored by CalibrateIQ.
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    25 min
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