Ops & Impact
Operational systems and support for RIAs building scalable lifestyle practices
Ops & Impact is a community designed to help RIA owners streamline operations, improve workflows, and implement the right technology stack. Members gain access to proven systems and practical guidance to reduce inefficiencies and scale intentionally. The focus is on building a business that supports both growth and lifestyle goals.
Inside the community, you’ll collaborate with peers while receiving expert input from Michael and other experienced professionals. The approach combines strategic thinking with actionable implementation, ensuring ideas translate into real results. Through shared insights and structured support, members create more efficient, resilient firms.
Outcomes
- Get help with operations and marketing
- Learn to effectively use technology in your firm
- Develop systems to help you scale
- Become more efficient and effective as you grow
- Build a practice you love
What's included?
Weekly Office Hours
A live Office Hours every week to get help with your business and marketing challenges.
Resource Library
Downloadable resources like white-label articles, social images, and templates.
Tech Demos
Each month Michael will do a demo of a new and/or interesting tech tool for advisors.
Private Community
Ask questions in the discussion forum for Michael (and others) to answer.
Power Hours
Weekly "body doubling" accountability sessions to help you get things done.
CRM Workshops
Sessions to get "hands on" with your CRM workflows and create systems.
Who is this for?
- RIA owners seeking scalable operations
- Advisors building lifestyle-focused firms
- Operators optimizing workflows and systems
About the creator
Michael Reynolds, CFP®
RIA Consultant & Operations Strategist | Helping Advisors Build Scalable Lifestyle Practices
I’m a practicing financial advisor and RIA owner, and a parallel entrepreneur. Before launching my RIA in 2019, I spent 23 years running a digital marketing agency, which I sold before launching my RIA. Along the way, I’ve built, owned, and sold mul...