『Ops & Impact』のカバーアート

Ops & Impact

Ops & Impact

著者： Michael Reynolds
無料で聴く

概要

 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 マネジメント・リーダーシップ リーダーシップ 経済学
エピソード
  • How to Build a Workflow

    How to Build a Workflow
    2026/02/27

    A lot of financial advisors get stuck on building workflows. It's sometimes overwhelming to try to figure out where to start and how to create a workflow that is useful. In this episode, we will walk through exactly how to build a great workflow that frees up your mind to focus on what's important: your clients.
    続きを読む 一部表示
    16 分
  • How Financial Advisor Directories are a "Secret" Weapon for Marketing

    How Financial Advisor Directories are a "Secret" Weapon for Marketing
    2026/02/20

    The most obvious yet most underutilized tool for financial advisor marketing: directories.
    続きを読む 一部表示
    15 分
  • Why I'm (Still) Bullish on Blogging as a Financial Advisor

    Why I'm (Still) Bullish on Blogging as a Financial Advisor
    2026/02/13

    Blogging has been a core component of content marketing for decades. But is it still relevant?
    続きを読む 一部表示
    10 分
まだレビューはありません