Podcast thumbnail for Ops & Impact

Ops & Impact

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by Michael Reynolds

5.0(6 reviews)
25 episodes
Updated Daily
Accepts GuestsHas Sponsors

Podcast Overview

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.

Language

🇺🇲

Publishing Since

11/19/2025

1 verified contact email on file for Ops & Impact

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Recent Episodes

Episode thumbnail for Are You Overthinking Your Pricing Model?

June 12, 2026

Are You Overthinking Your Pricing Model?

<p>Spoiler alert: I think your pricing model is too complicated. Well, maybe...</p> <p>Sponsored by <a href="https://www.calibrateiq.app/" target= "_blank" rel="noopener">CalibrateIQ</a>.</p>

Episode thumbnail for Should I Give Up on My RIA?

June 5, 2026

Should I Give Up on My RIA?

<p>I know some advisors struggle with the first year or two after launching an RIA. It can be discouraging. This is my pep talk to push through it. </p> <p>Sponsored by <a href="https://www.calibrateiq.app/" target= "_blank" rel="noopener">CalibrateIQ</a>.</p>

Episode thumbnail for How to Love Your Sales Process by Having No Sales Process

May 29, 2026

How to Love Your Sales Process by Having No Sales Process

<p>Are you struggling with your sales process in your financial advisory firm? Maybe it's time to let go and have no sales process. </p> <p>Sponsored by <a href="https://www.calibrateiq.app/" target= "_blank" rel="noopener">CalibrateIQ</a>.</p>

25 total episodes available

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Frequently asked questions

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What is Ops & Impact?

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.

How often does this podcast release new episodes?

This podcast updates daily.

Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

No, this podcast does not typically feature guests.

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