Read Paladin Articles About Financial Advisors
Our articles help you choose the financial professional with the best qualifications.
Featured Articles
Who are the Best Financial Advisors?
They are not the advisors who bought you a "free" lunch or invited you to attend a "free", no strings attached seminar. They are not the advisors who buy free drinks at the club or pay for golf. These popular sales tactics are used by sales representatives who rely on on their marketing skills to make a living. Higher quality financial advisors do not resort to deceptive sales tactics to meet prospective... More
Seven Critical Questions for Advisors
You will dramatically reduce your exposure to bad financial advice and potential scams if you learn to ask the following seven questions before you select a financial advisor. You will have additional questions, but make sure you always ask the ones on this list. Can you prove you are licensed to provide investment advice, services, and products? You want a "Yes" answer. However, you should make... More
What is Financial Advisor Due Diligence?
Think about selecting a financial advisor as a competition and there is only one winner. You and your family are on one team. You want to achieve your financial goals. The other team is the financial advisors. Their goal is maximize their personal incomes. If you select the right advisor, you win. If you select the wrong advisor, you lose. Your team needs a competent, ethical advisor who has the specialized knowledge and... More
Top 10 Myths About Advisors
Wall Street uses sophisticated marketing tactics to convince you to buy its financial advice, products, and services. One type of tactic is what advisors tell you to gain control of your assets. There are myths (not true) and there are realities (true). As you will see, the myths create substantial risk when you select financial advisors and follow their advice or recommendatons. The more you know about myths, the... More


