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The Adviser Checkup Podcast

Auteur(s): Kelly L. Palmer CFA
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  • Résumé

  • 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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Épisodes
  • 060: The End of The Adviser Checkup Podcast

    060: The End of The Adviser Checkup Podcast
    May 9 2023

    Thank you so much for listening! It's because of your support this podcast was a wonderful success. Keep an eye out this Summer for a big announcement regarding my next adventure. 

    If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support!

    Subscribe to my newsletter: advisercheckup.substack.com/welcome/

    Check out my website: https://www.advisercheckup.com

    Connect on Instagram: https://www.instagram.com/advisercheckup/

    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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    2 min
  • 059: Top 5 Rules for Hiring a Financial Adviser

    059: Top 5 Rules for Hiring a Financial Adviser
    May 9 2023

    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!

    Subscribe to my newsletter: advisercheckup.substack.com/welcome/

    Check out my website: https://www.advisercheckup.com

    Connect on Instagram: https://www.instagram.com/advisercheckup/

    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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    16 min
  • 058: All About Advice-only Advisers

    058: All About Advice-only Advisers
    May 2 2023

    Have you heard of an advice-only adviser? Today we discuss a few reasons to consider this type of financial adviser and also some reasons you might want to avoid them. Consider AdviceOnlyNetwork.com if you are interested in finding an advice-only financial adviser, financial planner, or wealth manager. If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support!

    Subscribe to my newsletter: advisercheckup.substack.com/welcome/

    Check out my website: https://www.advisercheckup.com

    Connect on Instagram: https://www.instagram.com/advisercheckup/

    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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    15 min
Finances personnelles Économie
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