Oct 30, 202611 min
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...
About this Podcast:
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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Contact path
Verified email
Booking probability
32%
Guest openness
Selective
80/100
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What is Ops & Impact about?
Ops & Impact is the show built for the independent financial advisor ready to level up and build the lifestyle practice of their dreams.
Who hosts Ops & Impact?
Ops & Impact is hosted by Michael Reynolds. The show has published 43 episodes to date.
What has Ops & Impact covered recently?
Recent episodes include "How to Assign Tasks to Clients (So They Actually Get Done)" (30 October 2026, 11 minutes), "Are You Feeling Stuck in Your RIA? Take Some Action!" (23 October 2026, 7 minutes), and "How to Strengthen and Optimize Your FAQ & Services Page for AI" (16 October 2026, 14 minutes).
How often does Ops & Impact publish?
Ops & Impact publishes roughly weekly, with episodes averaging 14 minutes across 43 episodes.
How hard is it to get booked on Ops & Impact?
Booking probability for Ops & Impact is 32%, and the host is rated Selective on guests. Ops & Impact requires a Pod Score of 80 or higher. Ops & Impact's contact route on record: verified email.
Who should pitch Ops & Impact?
The strongest fits for Ops & Impact are Investment Banking & Trading. Ops & Impact has a business audience.
About the host
Michael Reynolds hosts Ops & Impact, a business podcast with 43 episodes published.
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Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
- Oct 23, 20267 min
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 .
- Oct 16, 202614 min
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 .
Ops & Impact
How Do I Know If My Marketing is Working?
Sep 25, 202619 minIt'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 .
- Sep 18, 202610 min
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 .
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- Sep 11, 202616 min
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...
- Sep 4, 20268 min
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 .
Ops & Impact
How to Start a Podcast as a Financial Advisor
Aug 21, 202622 minPodcasting 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...
- Aug 14, 202623 min
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...
- Aug 7, 202619 min
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...
- Jul 31, 202612 min
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...
- Jul 24, 202613 min
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...
- Jul 17, 202625 min
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 .
- Jul 10, 202614 min
It's pretty common for financial advisors to only want to serve clients with a lot of money, but what if it didn't have to be that way? If you have a desire to serve clients who are earlier in their financial journey...
Ops & Impact
How Financial Advisors Can Win the AI Search Era
Jul 3, 202619 minIt's no secret that consumers are using AI tools to search for financial advisors and answers to financial questions. So how do you get your website and brand set up to be optimized for consumers using tools like...
- Jun 26, 20268 min
More prospects are turning to ChatGPT and Perplexity, asking things like "find me a fee-only advisor near me." Can an LLMS.txt file help you get found? Sponsored by CalibrateIQ .
Ops & Impact
I Would Love Your Feedback
Jun 19, 20263 minMy voice is shot this week, so I'm taking a little bit of a break. This is a super short episode asking you for some help with something 🙏🏻
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