PODCAST · business
The Adviser Checkup Podcast
by Kelly L. Palmer, CFA
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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ABOUT THIS SHOW
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!
HOSTED BY
Kelly L. Palmer, CFA
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Frequently Asked Questions
How many episodes does The Adviser Checkup Podcast have?
The Adviser Checkup Podcast currently has 0 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Adviser Checkup Podcast about?
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...
How often does The Adviser Checkup Podcast release new episodes?
The Adviser Checkup Podcast is no longer actively publishing new episodes, but the existing catalog remains available.
Where can I listen to The Adviser Checkup Podcast?
You can listen to The Adviser Checkup Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Adviser Checkup Podcast?
The Adviser Checkup Podcast is created and hosted by Kelly L. Palmer, CFA.
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