Castuner

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 practicing financial advisor and RIA owner, for a weekly dose of guidance and support as you build your lifestyle RIA.

Poddens webbplats

Lyssna i din app

Avsnitt

45 avsnitt

  1. Three Ways to Define Your Niche as a Financial Advisor (#3 May Surprise You) 12:34
  2. How to Assign Tasks to Clients (So They Actually Get Done) 10:38
  3. Are You Feeling Stuck in Your RIA? Take Some Action! 6:57
  4. How to Strengthen and Optimize Your FAQ & Services Page for AI 13:47
  5. The Highest Impact Marketing Tasks I Would Implement in the First 30 Days After Starting an RIA 19:11
  6. How Do I Know If My Marketing is Working? 19:26
  7. My 3 "Must Haves" for Getting the Most Out of Financial Advisor Conferences 10:25
  8. Scale Your Financial Advisory Firm With "Relentless Simplicity" 16:14
  9. My Low-Tech Secret to Deciding What to Do When I Feel Overwhelmed 7:38
  10. 5 Simple Ways AI Can Help You Save Time & Money as a Financial Advisor 20:33
  11. How to Start a Podcast as a Financial Advisor 22:02
  12. How to Build a New Website for Your RIA in 15 Minutes With AI 22:42
  13. How to Use Google Search Console to Track Your RIA's Marketing Metrics 19:29
  14. How AI Dictation Levels Up My Productivity as a Financial Advisor 11:45
  15. The AI-Is-Killing-Search Myth (And What Financial Advisors Should Actually Do) 12:33
  16. Insights From a Live SEO Audit of Financial Advisor Websites 25:10
  17. How to Serve Clients Who Don't Have a Lot of Money 13:35
  18. How Financial Advisors Can Win the AI Search Era 19:26
  19. (Potentially) Enhancing Your AI Visibility With the LLMS.txt File 8:08
  20. I Would Love Your Feedback 2:31
  21. Are You Overthinking Your Pricing Model? 10:10
  22. Should I Give Up on My RIA? 8:33
  23. How to Love Your Sales Process by Having No Sales Process 14:57
  24. The Truth About "Custom" Websites for Financial Advisors 13:32
  25. This Is Your Permission to NOT Niche as a Financial Advisor 11:42
  26. How to Have a Better Relationship With Your CRM 11:08
  27. 3 Guidelines for Creating a Great Client Onboarding Experience 10:01
  28. How I Use SaneBox to Take Control of My Email (Tool Tip) 11:57
  29. How (and When) to Work With a Virtual Assistant 13:42
  30. The Top 5 Elements Your RIA Website Needs 13:32
  31. What is a Brand Identity Kit (And Why Does Your RIA Need One) 14:27
  32. How to Protect Your Schedule as a Financial Advisor and Make Time to Get Things Done 12:52
  33. What I've Learned (So Far) About Using AI to Build Apps as a Financial Advisor 25:04
  34. Why I Don't Do Any Work Until the Agreement is Signed 14:08
  35. How to Use Video Walkthroughs to Enrich and Streamline Communication as a Financial Advisor 8:57
  36. How to Build a Workflow 16:09
  37. How Financial Advisor Directories are a "Secret" Weapon for Marketing 15:03
  38. Why I'm (Still) Bullish on Blogging as a Financial Advisor 10:23
  39. More Automations Will Not Fix All Your Problems in Your RIA 11:20
  40. SEO Strategies for "Bucket 3" – National With No Niche 13:47
  41. SEO Strategies for "Bucket 2" – National With a Strong Niche 12:46
  42. SEO Strategies for "Bucket 1" – Local Search 18:48
  43. How to Choose the Right "Bucket" for Your SEO (and Marketing) Strategy 10:04
  44. How I Write High-quality Articles Using AI 20:59
  45. Trailer (Introduction to Ops & Impact) 3:00