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Content provided by Kelly Palmer, Kelly L. Palmer, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kelly Palmer, Kelly L. Palmer, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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058: All About Advice-only Advisers

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Manage episode 362230603 series 3294668
Content provided by Kelly Palmer, Kelly L. Palmer, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kelly Palmer, Kelly L. Palmer, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

Subscribe to my newsletter: advisercheckup.substack.com/welcome/

Check out my website: https://www.advisercheckup.com

Connect on Instagram: https://www.instagram.com/advisercheckup/

Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.

  continue reading

61 episodes

Artwork
iconShare
 
Manage episode 362230603 series 3294668
Content provided by Kelly Palmer, Kelly L. Palmer, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kelly Palmer, Kelly L. Palmer, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

Subscribe to my newsletter: advisercheckup.substack.com/welcome/

Check out my website: https://www.advisercheckup.com

Connect on Instagram: https://www.instagram.com/advisercheckup/

Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.

  continue reading

61 episodes

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