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Ops & Impact

Michael Reynolds

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 pra... more

PublishesWeeklyEpisodes23Founded6 months ago
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EntrepreneurshipBusiness

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Latest Episodes

Are you struggling with your sales process in your financial advisory firm? Maybe it's time to let go and have no sales process.

Sponsored by CalibrateIQ.

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.

Sponsored by CalibrateIQ.

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.

Sponsor... more

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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Ops & Impact launched 6 months ago and published 23 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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