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
  • My 3 "Must Haves" for Getting the Most Out of Financial Advisor Conferences

    My 3 "Must Haves" for Getting the Most Out of Financial Advisor Conferences
    Sep 18 2026

    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.
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    10 min
  • Scale Your Financial Advisory Firm With "Relentless Simplicity"

    Scale Your Financial Advisory Firm With "Relentless Simplicity"
    Sep 11 2026

    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.
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    16 min
  • My Low-Tech Secret to Deciding What to Do When I Feel Overwhelmed

    My Low-Tech Secret to Deciding What to Do When I Feel Overwhelmed
    Sep 4 2026

    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.
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    8 min
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