The Costly Mistake of Ignoring Your Statements

Written By Kelly Palmer

Episode 013 | Adviser Checkup Podcast

If you are like most clients of advisers you stare at an email in your inbox containing your statement and proceed to delete it. What if I told you someone didn't delete it and uncovered 5.8 million dollars was missing? Listen today to hear a true tale of fraud, forgery and misbehavior.

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Be Financially Well,

Kelly

Kelly Palmer
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