Podcast: Kitces and Carl - Real Talk for Real Financial Advisors (LS 47 · TOP 1% what is this?)
Episode: The Strategic Planning Process And Coming Up With (New) Ideas To Try: Kitces & Carl Ep 107
Pub date: 2023-03-09

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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.

The podcast and artwork embedded on this page are from Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

The Strategic Planning Process And Coming Up With (New) Ideas To Try: Kitces & Carl Ep 107 39:59 Share

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