The Adviser Checkup Podcast
by Kelly L. Palmer, CFA
May 9, 2023 8:02 pm
Are you ready to feel confident and knowledgeable when working with your investment adviser? The Adviser Checkup Podcast is a weekly podcast that explores the highs and lows of working with your investment adviser. Think of me as your own personal advocate and coach here to help you confidently work with your adviser. I’m Kelly. I’m a Chartered Financial Analyst, former Chief Compliance Officer and have over 10 years of experience with investment advisers. I am so excited you have taken this first step towards financial wellness. Thank you for listening and be financially well!
Recent Episodes
060: The End of The Adviser Checkup Podcast
2 years ago059: Top 5 Rules for Hiring a Financial Adviser
2 years ago058: All About Advice-only Advisers
2 years ago057: Fee-only vs. Fee-based Advisers
2 years ago056: A Brief Break - See You In April!
2 years ago055: Financial Wellness and Repeating the Process
2 years ago054: Financial Wellness and Investing
2 years ago053: Financial Wellness and Your Team of Advisers
2 years ago052: Financial Wellness and Financial Goals
2 years ago051: Financial Wellness and Debt Management
2 years ago