<p>It seems like we as financial advisors, are looking for the ultimate utopia of automating everything. But does that really exist? And more importantly, is that what we should be pursuing?</p>

It seems like we as financial advisors, are looking for the ultimate utopia of automating everything. But does that really exist? And more importantly, is that what we should be pursuing?

More Automations Will Not Fix All Your Problems in Your RIA

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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More Automations Will Not Fix All Your Problems in Your RIA

More Automations Will Not Fix All Your Problems in Your RIA