Ops & Impact cover art

Ops & Impact

Ops & Impact

Written by: Michael Reynolds
Listen for free

About this listen

 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
  • This Is Your Permission to NOT Niche as a Financial Advisor

    This Is Your Permission to NOT Niche as a Financial Advisor
    May 15 2026

    So many influencers and sources out there tell us we're supposed to niche. And it's true, there are many benefits to specializing. But what if you just don't want to and you struggle with this? I'm here to give you permission to NOT niche.

    Show More Show Less
    12 mins
  • How to Have a Better Relationship With Your CRM

    How to Have a Better Relationship With Your CRM
    May 8 2026

    Are you a financial advisor who is dissatisfied with their CRM? There are new, shiny CRMs out there packed full of AI! Should you switch? Or is the real problem your relationship with your CRM?

    Sponsored by CalibrateIQ.
    Show More Show Less
    11 mins
  • 3 Guidelines for Creating a Great Client Onboarding Experience

    3 Guidelines for Creating a Great Client Onboarding Experience
    May 1 2026

    Your client onboarding experience can go a long way toward setting the tone for the entire client engagement. I'll share three principles I use to guide how I create a great client onboarding process.

    Sponsored by: Savology.
    Show More Show Less
    10 mins
adbl_web_anon_alc_button_suppression_c
No reviews yet