Kitces and Carl - Real Talk for Real Financial Advisors

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

Mar 9, 2023

39:59

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Episode notes

Entrepreneurship - When You've Got Confusion, Keep Going, Just Keep Powering

02:11

Lean Startup - Step Three

02:08

Do You Feel Like Checklists Are Missing in Your Life as a Financial Planner?

04:24

Introduction

5min

How Do I Create Something?

4min

The Law of Negative Consent

2min

Do You Know Where You're Wrong?

3min

What's Your Process for Gathering Ideas?

6min

Do You Have a Strategic Focus?

4min

How to Increase Your Surface Area

2min

Are You Going to Stop Calling Jason?

2min

Lean Startup - Step Three

2min

10.

Do You Feel Like Checklists Are Missing in Your Life as a Financial Planner?

4min

11.

Entrepreneurship - When You've Got Confusion, Keep Going, Just Keep Powering

2min

12.

How Small Can We Make It Before You Take Out a $5.5 Million Loan?

2min

13.

How to Systemize an Idea Funnel in Your Business

3min

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.

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Kitces and Carl - Real Talk for Real Financial Advisors

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

Entrepreneurship - When You've Got Confusion, Keep Going, Just Keep Powering

Lean Startup - Step Three

Do You Feel Like Checklists Are Missing in Your Life as a Financial Planner?

Remember Everything You Learn from Podcasts

Episode highlights

Entrepreneurship - When You've Got Confusion, Keep Going, Just Keep Powering

Lean Startup - Step Three

Do You Feel Like Checklists Are Missing in Your Life as a Financial Planner?