
Sign up to save your podcasts
Or
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.
4.7
231231 ratings
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.
197 Listeners
2,170 Listeners
138 Listeners
931 Listeners
285 Listeners
2,012 Listeners
459 Listeners
2,096 Listeners
889 Listeners
106 Listeners
320 Listeners
133 Listeners
45 Listeners
141 Listeners
1,037 Listeners