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Adviser Checkup
Podcast
Adviser Checkup
Podcast
Podcast
The Even More Mysterious Form ADV
Kelly Palmer 5/10/22 Kelly Palmer 5/10/22

The Even More Mysterious Form ADV

Episode 020 | Adviser Checkup Podcast

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The Mysterious Form CRS
Kelly Palmer 5/3/22 Kelly Palmer 5/3/22

The Mysterious Form CRS

Episode 019 | Adviser Checkup Podcast

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How to Evaluate a Financial Adviser
Kelly Palmer 4/26/22 Kelly Palmer 4/26/22

How to Evaluate a Financial Adviser

Episode 018 | Adviser Checkup Podcast

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Five Types of Financial Advisers To Consider
Kelly Palmer 4/19/22 Kelly Palmer 4/19/22

Five Types of Financial Advisers To Consider

Episode 017 | Adviser Checkup Podcast

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The Case of the Secret 12b-1 Fee
Kelly Palmer 4/12/22 Kelly Palmer 4/12/22

The Case of the Secret 12b-1 Fee

Episode 016 | Adviser Checkup Podcast

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Five Problematic Performance Practices
Kelly Palmer 4/5/22 Kelly Palmer 4/5/22

Five Problematic Performance Practices

Episode 015 | Adviser Checkup Podcast

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Social Media Financial Swindles
Kelly Palmer 3/29/22 Kelly Palmer 3/29/22

Social Media Financial Swindles

Episode 014 | Adviser Checkup Podcast

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The Costly Mistake of Ignoring Your Statements
Kelly Palmer 3/22/22 Kelly Palmer 3/22/22

The Costly Mistake of Ignoring Your Statements

Episode 013 | Adviser Checkup Podcast

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Cryptocurrency and Five Reasons Your Adviser Won't Buy It
Kelly Palmer 3/15/22 Kelly Palmer 3/15/22

Cryptocurrency and Five Reasons Your Adviser Won't Buy It

Episode 012 | Adviser Checkup Podcast

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Celebrating Women Financial advisers #IWD2022
Kelly Palmer 3/8/22 Kelly Palmer 3/8/22

Celebrating Women Financial advisers #IWD2022

Episode 011 | Adviser Checkup Podcast

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CFA, CFP, PFS…Adviser Alphabet Soup
Kelly Palmer 3/1/22 Kelly Palmer 3/1/22

CFA, CFP, PFS…Adviser Alphabet Soup

Episode 010 | Adviser Checkup Podcast

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The Great Resignation Of Your Adviser
Kelly Palmer 2/22/22 Kelly Palmer 2/22/22

The Great Resignation Of Your Adviser

Episode 009 | Adviser Checkup Podcast

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Love, Marriage, and Your Financial Adviser
Kelly Palmer 2/15/22 Kelly Palmer 2/15/22

Love, Marriage, and Your Financial Adviser

Episode 008 | Adviser Checkup Podcast

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Investor Beware: SPACs, Payment for Order Flow, and Meme Stocks
Kelly Palmer 2/8/22 Kelly Palmer 2/8/22

Investor Beware: SPACs, Payment for Order Flow, and Meme Stocks

Episode 007 | Adviser Checkup Podcast

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Why do I need a Financial Adviser?
Kelly Palmer 2/1/22 Kelly Palmer 2/1/22

Why do I need a Financial Adviser?

Episode 006 | Adviser Checkup Podcast

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ETF, Mutual Fund, Direct Indexing, Oh My!
Kelly Palmer 1/24/22 Kelly Palmer 1/24/22

ETF, Mutual Fund, Direct Indexing, Oh My!

Episode 005 | Adviser Checkup Podcast

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Are You Sure You Work With a Fiduciary Adviser?
Kelly Palmer 1/18/22 Kelly Palmer 1/18/22

Are You Sure You Work With a Fiduciary Adviser?

Episode 004 | Adviser Checkup Podcast

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Learn all About Adviser Fees Part 2
Kelly Palmer 1/11/22 Kelly Palmer 1/11/22

Learn all About Adviser Fees Part 2

Episode 003 | Adviser Checkup Podcast

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Learn all About Adviser Fees Part 1
Kelly Palmer 1/4/22 Kelly Palmer 1/4/22

Learn all About Adviser Fees Part 1

Episode 002 | Adviser Checkup Podcast

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How to Meet with Your Financial Adviser
Kelly Palmer 1/4/22 Kelly Palmer 1/4/22

How to Meet with Your Financial Adviser

Episode 001 | Adviser Checkup Podcast

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Important Disclosures: Adviser Checkup is not a registered financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice.