Paladin provides five, free services to investors who rely on financial advisors to achieve their financial goals. Our objective methodologies and information services help investors select the most qualified advisors and avoid advisors who have the best sales pitches.
Rating Advisor Quality
Paladin pre-screens all financial professionals before they are profiled in the Registry. Our screening process is based on a proprietary methodology that rates the quality of advisor credentials, ethics, business practices, and services from one to five stars. We only profile five star rated advisors because investors told us they do not want to meet with lower rated advisors.
Advisor Documentation
Documentation for key advisor data is critical. Your alternative is to accept verbal information which increases your risk of selecting the advisor with the best sales pitch. Lower quality advisors prefer sales pitches that maximize the impact of their sales skills. Higher quality advisors prefer documentation because they have nothing to hide.
Certification for Advisor Data
Advisors know what you want to hear. Your best defense against deceptive sales practices is to require written proof for all claims that impact your selection decision. Paladin makes this process easy. We conduct advisor background checks so you can make confident selection decisions.
Two Search Services
Paladin provides two free search services that you can use to find five star rated professionals in your community. You have the option of entering a zip code and conducting your own search (Self Search) or we will conduct the search for you (Custom Search).
Investor Education
We wrote the book when it comes to selecting higher quality advisors and avoiding bad financial advice, deceptive sales practices, and investment scams. Be sure to read our articles on our home page. Some of the information will shock you.
