The Adviser Checkup Podcast
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محتوای ارائه شده توسط Kelly Palmer, Kelly L. Palmer, and CFA. تمام محتوای پادکست شامل قسمتها، گرافیکها و توضیحات پادکست مستقیماً توسط Kelly Palmer, Kelly L. Palmer, and CFA یا شریک پلتفرم پادکست آنها آپلود و ارائه میشوند. اگر فکر میکنید شخصی بدون اجازه شما از اثر دارای حق نسخهبرداری شما استفاده میکند، میتوانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.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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