『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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  • The Truth About "Custom" Websites for Financial Advisors

    The Truth About "Custom" Websites for Financial Advisors
    2026/05/22

    Financial advisors sometimes look for "custom" website design to make sure they get something unique and specific to their firm, but there are some misconceptions around what that means.
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    14 分
  • This Is Your Permission to NOT Niche as a Financial Advisor

    This Is Your Permission to NOT Niche as a Financial Advisor
    2026/05/15

    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.

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    12 分
  • How to Have a Better Relationship With Your CRM

    How to Have a Better Relationship With Your CRM
    2026/05/08

    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.
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    11 分
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