『Ops & Impact』のカバーアート

Ops & Impact

Ops & Impact

著者： 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 マネジメント・リーダーシップ リーダーシップ 経済学
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  • 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
    2026/09/04

    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 分
  • 5 Simple Ways AI Can Help You Save Time & Money as a Financial Advisor

    5 Simple Ways AI Can Help You Save Time & Money as a Financial Advisor
    2026/08/28

    It's easy to feel overwhelmed by AI. After all, it's everywhere and layered onto just about everything now. In this episode, we will cover five simple ways AI can give you some tangible benefits and quick wins to save you time and money as a financial advisor.

    Sponsored by CalibrateIQ.
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    21 分
  • How to Start a Podcast as a Financial Advisor

    How to Start a Podcast as a Financial Advisor
    2026/08/21

    Podcasting can be a great way to build your brand and audience as a financial advisor, but a lot of advisors have trouble getting started. Let's get over some of the hurdles so you can launch your podcast.

    Sponsored by CalibrateIQ.
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    22 分
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