Ops & Impact Podcast Por Michael Reynolds arte de portada

Ops & Impact

Ops & Impact

De: 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 Economía Gestión y Liderazgo Liderazgo
Episodios
  • The Top 5 Elements Your RIA Website Needs

    The Top 5 Elements Your RIA Website Needs
    Apr 10 2026

    We all know your website is the public face of your financial advisory firm. But there are a few elements that are consistently missing from many advisor websites. We'll talk about the top five (plus a bonus).
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    14 m
  • What is a Brand Identity Kit (And Why Does Your RIA Need One)

    What is a Brand Identity Kit (And Why Does Your RIA Need One)
    Apr 3 2026

    Most RIAs have a logo, but do you also have a brand identity kit? What is this, and why is it important?
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    14 m
  • How to Protect Your Schedule as a Financial Advisor and Make Time to Get Things Done

    How to Protect Your Schedule as a Financial Advisor and Make Time to Get Things Done
    Mar 27 2026

    Do you struggle to make time to work ON your RIA? Do you find that your marketing and business tasks always get pushed to the back burner by something else taking priority? Or do you just feel stressed out because you simply can't find the time to get everything done? Here are some ways to set boundaries and protect your schedule so you can actually get things done.
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    13 m
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