Ops & Impact

About 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.

Publisher

Michael Reynolds

Category

business

Language

en

Explicit

No

First episode

19 Nov 2025

Latest episode

23 Oct 2026

Latest episodes

43 episodes in the feed.

1. 

   23 Oct 2026

   Are You Feeling Stuck in Your RIA? Take Some Action!

   This week's episode is a pep talk to encourage you to break the habit of overthinking and build the habit of making decisions quickly. Sponsored by CalibrateIQ (https://www.calibrateiq.app/).

2. 

   16 Oct 2026

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

   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 (https://www.calibrateiq.app/).

3. 

   9 Oct 2026

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

   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 (https://www.calibrateiq.app/).

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

8 ratings

Spotify

5.0 / 5

2 ratings

Contact Ops & Impact

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Shows with a similar audience

• 

  The Efficient Advisor: Tactical Business Advice for Financial Planners

• 

  Kitces and Carl - Real Talk for Real Financial Advisors

• 

  The Perfect RIA

• 

  Retirement Planning Education, with Andy Panko

• 

  The Retirement and IRA Show

• 

  Retirement Answer Man