The Strategic Planning Process And Coming Up With (New) Ideas To Try: Kitces&Carl Ep 107 - a podcast by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

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.

Further episodes of Kitces and Carl - Real Talk for Real Financial Advisors

Further podcasts by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Website of Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP