How to Select the Best Virtual Financial Advisor
When you think of a financial advisor, you probably think of an advisor with a brick and mortar office in your city. You can jump...
How You Know He’s the One – How to Select A Financial Advisor
You worked hard for your money. You have big plans in retirement. Your family depends on you. Would you trust a guy to take care...
Who, What, When, Where and Why? How to Interview and Rate Your Advisor
Paladin Registry recommends a 5-step process to finding the best financial advisor, and the last step may be the most intimidating: Interview and rate your...
Updated Website Makes It Easier to Find Fiduciary Financial Advisors and Planners
How do you find the best financial advisors; someone who won’t take advantage of you, has ethical business practices and specializes in exactly what you...
Red Flags to Look for When Trying to Find a Financial Advisor
Typically, I talk about what you should look for when trying to find a financial advisor. But in this article, I want to discuss what...
Shame On You Wealth Shamers!
Poverty may not be easy, but having wealth comes with its own set of challenges. Consider some of the messaging you’ve heard since childhood. Certain...
How to Distinguish Between Fee-Based and Commission-Based Advisors
If you are an investor working with a financial advisor, it is only reasonable to expect that your advisor will provide you with advice that...
Key Financial Advice: Be Thankful for What You Have and Give Back
We all know that it’s important to be thankful for the things in life that we have – family, friends, health, memories, etc. But, especially...
What to Look for When Researching a Financial Advisor
Just as you would do before hiring a heart surgeon or anyone who provides a critical service, conducting proper due diligence is a must before...
Top Financial Advisors Don’t Collect Commissions
In previous articles I’ve written, I’ve gone over the question to ask when hiring a true financial professional (aka a fiduciary), the way to find...
