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The Adviser Checkup Podcast episodes
- Welcome to The Adviser Checkup Podcast with Kelly Palmer
Welcome to the Adviser Checkup Podcast. I'm Kelly, a Chartered Financial Analyst and former Investment Adviser executive who wants to help you enjoy a lasting and valuable relationship with your investment adviser. If you are ready to feel confident and knowledgable when working with your investment adviser, let's get started.
3 min
About The Adviser Checkup Podcast
From the publisher's feed
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!