The Adviser Checkup Podcast

1.2

TOP 10%

Creator:

Kelly L. Palmer, CFA

Business
Investing
Education

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Podcast data

Created By Kelly L. Palmer, CFA

Podcast Status active

Started 29/12/2021

Latest Episode 14/03/2023

Release Period Episodic

Episodes 57

Partner Reviews 1

Language English

Frequency 165

Average Length 16 minutes and 45 seconds

Country United States

Global Rank TOP 10%

Description

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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Episodes
- #225389 - 056: A Brief Break - See You In April!
  
  2 years ago
  
  #225389 - 056: A Brief Break - See You In April!
- #225390 - 055: Financial Wellness and Repeating the Process
  
  2 years ago
  
  #225390 - 055: Financial Wellness and Repeating the Process
- #225391 - 054: Financial Wellness and Investing
  
  2 years ago
  
  #225391 - 054: Financial Wellness and Investing
- #225392 - 053: Financial Wellness and Your Team of Advisers
  
  2 years ago
  
  #225392 - 053: Financial Wellness and Your Team of Advisers
- #225393 - 052: Financial Wellness and Financial Goals
  
  2 years ago
  
  #225393 - 052: Financial Wellness and Financial Goals
Reviews
- There are no reviews yet
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The Adviser Checkup Podcast

The Adviser Checkup Podcast

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Podcast data

Description

Agent Outreach

Episodes

#225389 - 056: A Brief Break - See You In April!

#225389 - 056: A Brief Break - See You In April!

#225390 - 055: Financial Wellness and Repeating the Process

#225390 - 055: Financial Wellness and Repeating the Process

#225391 - 054: Financial Wellness and Investing

#225391 - 054: Financial Wellness and Investing

#225392 - 053: Financial Wellness and Your Team of Advisers

#225392 - 053: Financial Wellness and Your Team of Advisers

#225393 - 052: Financial Wellness and Financial Goals

#225393 - 052: Financial Wellness and Financial Goals

Reviews

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Wealthy Way Podcast

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