4min chapter

Kitces and Carl - Real Talk for Real Financial Advisors cover image

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

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

Do You Have a Strategic Focus?

If you want to know great strategic focus for the next year, particularly around growing your impact with a specific subset of humans, we'll call them clients, the single best thing you could do is have 10 conversations where you ask them. You're using an air quotes that you're literally pants mining with your hands as though any of the people who are listening the podcast can see that you're making physical air quotes now there. If you feel like some of the information is conflicting to me that means you're actually getting deep enough and it's okay. Just means you haven't found the thing yet. Have another 10 conversations. The like I think one of these two or three things might work.

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