The Strategic Planning Process And Coming Up With (New) Ideas To Try: Kitces & Carl Ep 107
Released Thursday, 9th March 2023
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The Strategic Planning Process And Coming Up With (New) Ideas To Try: Kitces & Carl Ep 107
The Strategic Planning Process And Coming Up With (New) Ideas To Try: Kitces & Carl Ep 107
Thursday, 9th March 2023
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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.
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Kitces and Carl - Real Talk for Real Financial Advisors
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.Join Podchaser to...
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