Ops & Impact copertina

Ops & Impact

Ops & Impact

Di: Michael Reynolds
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A proposito di questo titolo

 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 (and When) to Work With a Virtual Assistant

    How (and When) to Work With a Virtual Assistant
    Apr 17 2026

    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.
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    14 min
  • The Top 5 Elements Your RIA Website Needs

    The Top 5 Elements Your RIA Website Needs
    Apr 10 2026

    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).
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    14 min
  • What is a Brand Identity Kit (And Why Does Your RIA Need One)

    What is a Brand Identity Kit (And Why Does Your RIA Need One)
    Apr 3 2026

    Most RIAs have a logo, but do you also have a brand identity kit? What is this, and why is it important?
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    14 min
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