The Adviser Checkup Podcast

059: Top 5 Rules for Hiring a Financial Adviser


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Are you considering hiring a financial adviser, wealth manager, financial planner, or other financial professional? You need to listen to this episode today. We cover my top 5 rules to consider when hiring this important professional. If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support!

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Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.

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The Adviser Checkup PodcastBy Kelly L. Palmer, CFA