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 <a href="https://www.calibrateiq.app/" target= "_blank" rel="noopener">CalibrateIQ</a>.

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.

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 <a href="https://www.calibrateiq.app/" rel="noopener noreferrer">CalibrateIQ</a>.

How to Have a Better Relationship With Your CRM

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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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.

Ops &amp; 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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How to Have a Better Relationship With Your CRM

How to Have a Better Relationship With Your CRM