Simply Financial With Kevin Wray
The Planning Process
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:41:00
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Sinopse
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
