『Ops & Impact』のカバーアート

Ops & Impact

Ops & Impact

著者： Michael Reynolds
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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 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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  • How to Protect Your Schedule as a Financial Advisor and Make Time to Get Things Done

    How to Protect Your Schedule as a Financial Advisor and Make Time to Get Things Done
    2026/03/27

    Do you struggle to make time to work ON your RIA? Do you find that your marketing and business tasks always get pushed to the back burner by something else taking priority? Or do you just feel stressed out because you simply can't find the time to get everything done? Here are some ways to set boundaries and protect your schedule so you can actually get things done.
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    13 分
  • What I've Learned (So Far) About Using AI to Build Apps as a Financial Advisor

    What I've Learned (So Far) About Using AI to Build Apps as a Financial Advisor
    2026/03/20

    A lot of financial advisors are doing really cool things with AI and building some interesting apps. I'm doing some of this as well and I'm sharing my experience.
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    25 分
  • Why I Don't Do Any Work Until the Agreement is Signed

    Why I Don't Do Any Work Until the Agreement is Signed
    2026/03/13

    A lot of financial advisors struggle with their sales process. I'm going to explain why I keep mine super simple and don't do any work until the agreement
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    14 分
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