Why Your Adviser Should Be Radically Candid

Written By Kelly Palmer

Episode 026 | Adviser Checkup Podcast

Inspired by Kim Scott's book Radical Candor I share a framework for building a strong and lasting relationship with your financial planner, investment adviser, or wealth manager. Kim states a radically candid relationship is caring personally while challenging directly. Let's explore why this is a great way to engage with your adviser.

If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support!

Be Financially Well,

Kelly

Kelly Palmer
Previous

Alternative Investments and the 5 Questions to Ask
Next

How to Decide Between In-Person or Virtual Financial Adviser Meetings