『Ops & Impact』のカバーアート

Ops & Impact

Ops & Impact

著者： Michael Reynolds
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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 Assign Tasks to Clients (So They Actually Get Done)

    How to Assign Tasks to Clients (So They Actually Get Done)
    2026/10/30

    As financial advisors, we often assign action items to clients, and we need a way to help them track what needs to get done. What's the best system for tracking client tasks? My answer is likely to be unsatisfying (but still effective).

    Sponsored by CalibrateIQ.
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    11 分
  • Are You Feeling Stuck in Your RIA? Take Some Action!

    Are You Feeling Stuck in Your RIA? Take Some Action!
    2026/10/23

    This week's episode is a pep talk to encourage you to break the habit of overthinking and build the habit of making decisions quickly.

    Sponsored by CalibrateIQ.
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    7 分
  • How to Strengthen and Optimize Your FAQ & Services Page for AI

    How to Strengthen and Optimize Your FAQ & Services Page for AI
    2026/10/16

    I stumbled across a brilliant tip for enhancing and optimizing how your website gets found by AI tools. It's pretty quick to implement, and most financial advisors probably aren't doing this.

    Sponsored by CalibrateIQ.
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    14 分
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