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Ops & Impact

Ops & Impact

Written by: 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 Economics Leadership Management & Leadership
Episodes
  • How to Strengthen and Optimize Your FAQ & Services Page for AI

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

    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 mins
  • The Highest Impact Marketing Tasks I Would Implement in the First 30 Days After Starting an RIA

    The Highest Impact Marketing Tasks I Would Implement in the First 30 Days After Starting an RIA
    Oct 9 2026

    Starting an RIA is overwhelming enough without worrying about how you're going to get clients. It's easy to get lost in all of the options and possibilities and end up paralyzed and doing nothing. I'm going to lay out a simple plan with 5 specific marketing tasks to implement in the first 30 days of launching a firm that will give you a lot of bang for your buck.

    Sponsored by CalibrateIQ.
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    19 mins
  • How Do I Know If My Marketing is Working?

    How Do I Know If My Marketing is Working?
    Sep 25 2026

    It's the age-old question: "How do I know if my marketing is working?" As financial advisors, we are wired to want to measure everything. But does this always make sense?

    Sponsored by CalibrateIQ.
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    19 mins
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