EPISODE · Mar 20, 2025 · 41 MIN

The Planning Process

from Simply Financial with Kevin Wray · host Kevin Wray

It’s important to be able to recognize the difference between an advisor who actually has a planning process versus one who just gives sales pitches all day. Here are some signs that an advisor is more focused on selling than planning... Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Episode metadata supplied by the publisher feed · Published Mar 20, 2025

Embed this episode

Attribution link and audio player

Ready to play

The Planning Process

0:00 41:00

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

Wild WinsDay Wild WinsDay Pump the hump with WILD WINSday 🐪💪: Your 3-minute weekly video boost for leadership, sales, marketing, and business breakthroughs to WIN the day!

Frequently Asked Questions

How long is this episode of Simply Financial with Kevin Wray?

This episode is 41 minutes long.

When was this Simply Financial with Kevin Wray episode published?

This episode was published on March 20, 2025.

Can I download this Simply Financial with Kevin Wray episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!