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The Adviser Checkup Podcast
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Contenu fourni par Kelly Palmer, Kelly L. Palmer, and CFA. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Kelly Palmer, Kelly L. Palmer, and CFA ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.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 episodes
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