I'm Michael Reynolds, CFP®. I'm an RIA owner with a former career as a business owner in the marketing and technology space. I help other advisors with operations and marketing through resources on this site and through my private community. Please feel free to use any of the resources below.

Coming soon! Launching January 2, 2026. Subscribe now to get notified when the first episode drops in January.

• Subscribe to the podcast

If you are a financial advisor needing some help, please feel free to send me a voice memo. I will answer via voice memo, and we can "talk" back and forth asynchronously. There is no charge for this.

• Send Me a Voice Memo

Every month, I hold free Open Office Hours to discuss anything that I normally help people with, which includes starting an RIA, process and technology, Altruist, SRI/ESG, and marketing.

• Register Here

• My Client Agreement template (Google Slides)

• My annual service calendar graphic (Google Slides)

• My Investment Policy Statement template (Google Sheets)

• My Risk Tolerance Questionnaire (JotForm)

I host a private community called "Ops & Impact" for financial advisors who want help with operations and marketing in their firms. We provide resources like tools and templates, courses, white label, blog and social media content for your website, additional weekly office hours and power hours, tech demos, a discussion forum, and a special rate on private consulting.

• Learn More Here

I provide hourly consulting for financial advisors who would like some one-to-one help. Typically, I help with advisors who have operations and/or marketing challenges.

• Book a Session Here