Couverture de Ops & Impact

Ops & Impact

Ops & Impact

De : Michael Reynolds
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À propos de ce contenu audio

 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 Direction Economie Management et direction
Épisodes
  • How to Have a Better Relationship With Your CRM

    How to Have a Better Relationship With Your CRM
    May 8 2026

    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 min
  • 3 Guidelines for Creating a Great Client Onboarding Experience

    3 Guidelines for Creating a Great Client Onboarding Experience
    May 1 2026

    Your client onboarding experience can go a long way toward setting the tone for the entire client engagement. I'll share three principles I use to guide how I create a great client onboarding process.

    Sponsored by: Savology.
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    10 min
  • How I Use SaneBox to Take Control of My Email (Tool Tip)

    How I Use SaneBox to Take Control of My Email (Tool Tip)
    Apr 24 2026

    This is a Tool Tip episode where I share my love for SaneBox. I've used this tool forever, and it makes a massive difference in how I manage my email. I think it might help you too.

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    12 min
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