The Strategic Planning Process And Coming Up With (New) Ideas To Try: Kitces & Carl Ep 107

Kitces and Carl - Real Talk for Real Financial Advisors

English - March 09, 2023 11:00 - 39 minutes - 55.2 MB - ★★★★★ - 200 ratings
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Previous Episode: Sharing 'Real' Examples Of Your Work To Show The Value Of Financial Planning: Kitces & Carl Ep 106

Next Episode: Crafting A (Marketing) Manifesto To Show What You Really Stand For: Kitces & Carl Ep 108

In our 107th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss ways for advisors to find new ideas, the process of narrowing down their options and choosing the best ones, and how advisors can vet and test the viability of their ideas before implementing them on a larger scale.

For full show notes, see kitces.com and thesocietyofadvice.com.