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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.

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Check latest episodes from Ops & Impact podcast

How to Assign Tasks to Clients (So They Actually Get Done)

2026/10/30

As financial advisors, we often assign action items to clients, and we need a way to help them track what needs to get done. What's the best system for tracking client tasks? My answer is likely to be unsatisfying (but still effective). Sponsored by CalibrateIQ.

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

2026/10/23

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.

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

2026/10/16

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.

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

2026/10/09

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.

How Do I Know If My Marketing is Working?

2026/09/25

It's the age-old question: "How do I know if my marketing is working?" As financial advisors, we are wired to want to measure everything. But does this always make sense? Sponsored by CalibrateIQ.

My 3 "Must Haves" for Getting the Most Out of Financial Advisor Conferences

2026/09/18

It's conference season and I'm looking forward to seeing many of you at some events this year! Here are 3 things I generally want to make sure I do at every conference to get the most value. Sponsored by CalibrateIQ.

Scale Your Financial Advisory Firm With "Relentless Simplicity"

2026/09/11

As financial advisors, we love to complicate things. We are analytical deep thinkers, and it can cause us to add complexity to our businesses. But I like to practice something I call "relentless simplicity." It helps me scale, stay efficient, and serve clients better. Sponsored by CalibrateIQ.

My Low-Tech Secret to Deciding What to Do When I Feel Overwhelmed

2026/09/04

I don't know about you, but sometimes I get overwhelmed when I look at all the tasks I have to do in a day. There's a super simple, low-tech secret that I use that helps me get started. Sponsored by CalibrateIQ.

5 Simple Ways AI Can Help You Save Time & Money as a Financial Advisor

2026/08/28

It's easy to feel overwhelmed by AI. After all, it's everywhere and layered onto just about everything now. In this episode, we will cover five simple ways AI can give you some tangible benefits and quick wins to save you time and money as a financial advisor. Sponsored by CalibrateIQ.

How to Start a Podcast as a Financial Advisor

2026/08/21

Podcasting can be a great way to build your brand and audience as a financial advisor, but a lot of advisors have trouble getting started. Let's get over some of the hurdles so you can launch your podcast. Sponsored by CalibrateIQ.

How to Build a New Website for Your RIA in 15 Minutes With AI

2026/08/14

There are a lot of ways to build a website as a financial advisor, and there's no one-size-fits-all, but many advisors are having great luck using AI to build a website. Let's walk through conceptually how it works and how you can build a high-quality website for your financial advisory firm in about 15 minutes. Sponsored by CalibrateIQ.

How to Use Google Search Console to Track Your RIA's Marketing Metrics

2026/08/07

Google Search Console has been around for a while, but many financial advisors aren't using it to its full potential. We will talk through how to use Google Search Console to get some basic important metrics about how your site is performing from an SEO standpoint. Sponsored by CalibrateIQ.

How AI Dictation Levels Up My Productivity as a Financial Advisor

2026/07/31

I've been using AI voice dictation for a while now, and it has dramatically improved my productivity as a financial advisor. If you're not using it, here's a walkthrough of how I use it every single day in my RIA. Sponsored by CalibrateIQ.

The AI-Is-Killing-Search Myth (And What Financial Advisors Should Actually Do)

2026/07/24

If you listen to the hype, it may seem like AI is taking over everything, but is that really true? Spoiler alert: it's not. How should we as financial advisors approach marketing with this in mind? Sponsored by CalibrateIQ.

Insights From a Live SEO Audit of Financial Advisor Websites

2026/07/17

We recently did some SEO audits for a handful of financial advisor websites in my private community. In this episode, I share some of the key insights that came up during the audits. Sponsored by CalibrateIQ.