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

from Kitces and Carl - Real Talk for Real Financial Advisors

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.

Episode metadata supplied by the publisher feed · Published Mar 9, 2023

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

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This episode was published on March 9, 2023.

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