
Kitces and Carl - Real Talk for Real Financial Advisors Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140
Jun 13, 2024
In this podcast, the hosts discuss advisors' premature worries about scaling, debunking myths about inflated costs. They address hesitations in scaling, highlight the importance of balancing technology and growth, and emphasize the value of focusing on key questions and running small experiments for business growth. The conversation also explores problem-solving as a spiritual practice, emphasizing self-reflection and continuous improvement.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 6min
Misconceptions and Hesitations in Scaling a Service Business
05:47 • 6min
Balancing Technology and Growth for Financial Advisors
11:49 • 9min
Focusing on Key Questions and Running Small Experiments
20:51 • 6min
Navigating Problem-Solving and Decision-Making as a Spiritual Practice
26:57 • 2min
