The Adviser Checkup Podcast
Kelly L. Palmer, CFAAre 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 an... more
| Publishes | Weekly | Episodes | 61 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Categories | InvestingEducationBusiness | ||||
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Latest Episodes
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 ... more
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 list... more
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 fin... more
Is your financial adviser, financial planner, or investment professional fee-only or fee-based? Today we talk about what each of those might mean and the different types of fee structures a fee-only adviser might have. Learn about why advisers charge... more
Reviews
- Learnin’ It
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Apple Podcasts5ARK387
United States3 years ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #223 |  India/Business/Investing |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
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Which podcasts are similar to The Adviser Checkup Podcast?
These podcasts share a similar audience with The Adviser Checkup Podcast:
1. The Daily
How many episodes of The Adviser Checkup Podcast are there?
The Adviser Checkup Podcast launched 5 years ago and published 61 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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