The Adviser Checkup Podcast
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Content provided by Kelly Palmer, Kelly L. Palmer, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kelly Palmer, Kelly L. Palmer, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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!
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61 episoade