{"id":10114,"date":"2020-12-03T04:33:03","date_gmt":"2020-12-03T09:33:03","guid":{"rendered":"http:\/\/staging-prblog.paladinregistry.com\/blog\/?p=10114"},"modified":"2021-01-13T10:59:52","modified_gmt":"2021-01-13T15:59:52","slug":"how-to-get-the-best-financial-advice-you-deserve-from-an-advisor","status":"publish","type":"post","link":"https:\/\/www.paladinregistry.com\/blog\/investing\/how-to-get-the-best-financial-advice-you-deserve-from-an-advisor\/","title":{"rendered":"How to Get the Best Financial Advice You Deserve From an Advisor"},"content":{"rendered":"\n<p>What is your financial advisor\u2019s most valuable asset? It\u2019s not just investments, taxes, financial plans and saving strategies.&nbsp; It\u2019s not their fancy, high-tech system or other methodologies.&nbsp; These can be taught, learned, or bought in the 20<sup>th<\/sup> century.&nbsp; The most valuable asset is something much easier than a tax plan yet much harder to find; it\u2019s trust.&nbsp; Trust is the foundation of a strong financial practice.&nbsp;When you work with an advisor you trust, you know that your needs always come first.&nbsp; In addition, you have confidence that they care about you, your goals, dreams and aspirations.&nbsp; <\/p>\n\n\n\n<p>If you are second guessing your current financial advisor, or thinking about hiring one, here are 7 great topics to discuss.&nbsp;&nbsp;&nbsp; <\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_68_1 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<p class=\"ez-toc-title\">Table of Contents<\/p>\n<label for=\"ez-toc-cssicon-toggle-item-69d2ca3c5e3e7\" class=\"ez-toc-cssicon-toggle-label\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input type=\"checkbox\"  id=\"ez-toc-cssicon-toggle-item-69d2ca3c5e3e7\"  aria-label=\"Toggle\" \/><nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.paladinregistry.com\/blog\/investing\/how-to-get-the-best-financial-advice-you-deserve-from-an-advisor\/#1_Are_you_a_Fiduciary_100_of_the_time\" title=\"1. Are you a Fiduciary 100% of the time?\">1. Are you a Fiduciary 100% of the time?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.paladinregistry.com\/blog\/investing\/how-to-get-the-best-financial-advice-you-deserve-from-an-advisor\/#2_Continuing_education\" title=\"2. Continuing education.&nbsp;\">2. Continuing education.&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.paladinregistry.com\/blog\/investing\/how-to-get-the-best-financial-advice-you-deserve-from-an-advisor\/#3_Are_you_overpaying_for_optics_and_branding\" title=\"3. Are you overpaying for optics and branding?\">3. Are you overpaying for optics and branding?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.paladinregistry.com\/blog\/investing\/how-to-get-the-best-financial-advice-you-deserve-from-an-advisor\/#4_Is_the_juice_worth_the_squeeze\" title=\"4. Is the juice worth the squeeze?\">4. Is the juice worth the squeeze?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.paladinregistry.com\/blog\/investing\/how-to-get-the-best-financial-advice-you-deserve-from-an-advisor\/#5_Do_you_have_a_written_financial_plan\" title=\"5. Do you have a written financial plan?\">5. Do you have a written financial plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.paladinregistry.com\/blog\/investing\/how-to-get-the-best-financial-advice-you-deserve-from-an-advisor\/#6_Beware_of_insurance_products_disguised_as_investments\" title=\"6. Beware of insurance products disguised as investments.\">6. Beware of insurance products disguised as investments.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.paladinregistry.com\/blog\/investing\/how-to-get-the-best-financial-advice-you-deserve-from-an-advisor\/#7_What_is_your_advisors_succession_plan\" title=\"7. What is your advisor\u2019s succession plan?\">7. What is your advisor\u2019s succession plan?<\/a><\/li><\/ul><\/nav><\/div>\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_Are_you_a_Fiduciary_100_of_the_time\"><\/span>1. <strong>Are you a Fiduciary 100% of the time? <\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Do you have a series 7 license? If so, when\ndo you decide if you are a part time Fiduciary and how? How are you\ncompensated? <\/p>\n\n\n\n<p>This is an especially important topic to\nunderstand and be comfortable with.&nbsp; If\nyou trust your advisor to the core and have 30 years of shared success, the\nodds are the moral duty to you will supersede their own compensation.&nbsp; However, with the numerous compensation plans\nand bonus incentives in the financial services world, the mere fact that one\ncan make variable compensation, puts your interests at jeopardy.&nbsp; You will never know with 100% certainty that\nyou are always getting the best thing for YOU.&nbsp;\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_Continuing_education\"><\/span>2. <strong>Continuing education.&nbsp; <\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Has your advisor kept up with the times and\ntrends? Is someone on their team a CFP\u00ae Professional that is taking a\ncomprehensive approach to your wealth management needs? CFP\u00ae Professionals are\ntrained to help with a variety of life events, like how upsizing or downsizing\nyour residence affects the sustainability of your retirement income plan.&nbsp; Are you having mindful discussions around\nafter-tax returns and ROTH conversions, or just looking at \u201cmaking money\u201d with\na money manager? How do charitable giving strategies and tax planning help\nprotect your long-term family legacy? Are your advisors embracing technology to\nyour benefit? Have they passed on their cost savings from technological\nadvancement to you, or do they enjoy the benefits of their increased profit\nmargins? <\/p>\n\n\n\n<p>Employees of big brokerage firms may be\nprohibited from implementing a more holistic approach and you deserve to know\nwhat else might be available to you.&nbsp; <\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_Are_you_overpaying_for_optics_and_branding\"><\/span>3. <strong>Are you overpaying for optics and branding? <\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>The truth is you don\u2019t need a perceived big\nbrand to be safe anymore.&nbsp; You might be\npaying for their fancy wall street buildings and middle management\noverhead.&nbsp; <\/p>\n\n\n\n<p>Big banks make predictions.&nbsp; Historically, predications are rarely\naccurate.&nbsp; They also tell you about their\ngreat research teams and how they can pick the best fund managers.&nbsp; According to a report by SPglobal, most funds\nlose to their respective benchmarks.&nbsp; <\/p>\n\n\n\n<p>Do you pay for optics and complex funds that get beat by their benchmarks? Beware of the financial advisor who tell you they can \u201cbeat the market\u201d.&nbsp; Back testing, proprietary strategies with short histories, and stock junkies come with their own risks that you should carefully dissect.&nbsp; <\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4_Is_the_juice_worth_the_squeeze\"><\/span>4. <strong>Is the juice worth the squeeze? <\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>If your financial advisor leads with\ninvestments, does he earn his fee? Have you received a report that breaks down\nthe performance of your portfolio while under advisement including fees? We are\nnot suggesting you earn 20% or you fire your advisor, but does the net\nperformance after their fees match the appropriate benchmark? <\/p>\n\n\n\n<p>If you have a 100% fixed income portfolio\ncomprised of actively managed municipal bond funds, does it closely mirror the\nindex that can be purchased with lower fees? <\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"5_Do_you_have_a_written_financial_plan\"><\/span>5. <strong>Do you have a written financial plan? <\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Where will your income come from? What will\nyour projected taxes be? What is the required rate of return needed to provide\na reliable after-tax monthly income stream that goes on past your life\nexpectancy? When should you take social security, and why? How is it taxed?\nWhere does your HSA fit into your retirement plan? <\/p>\n\n\n\n<p>If you have enough money for your lifetime,\nare you properly investing for your children, grandchildren or your community\nand legacy goals? <\/p>\n\n\n\n<p>Life changes fast.&nbsp; Is your portfolio properly aligned with your\nnew objectives? <\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"6_Beware_of_insurance_products_disguised_as_investments\"><\/span>6. <strong>Beware of insurance products disguised as investments. <\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Are you being pitched on insurance products\nto secure your financial future? Why? Remember the fiduciary discussion? <\/p>\n\n\n\n<p>Peace of mind and safety is an important\npart of the financial planning process, but not at the expense of your own\nhard-earned dollars.&nbsp; Insurance solutions\nare simply a transfer of risk from you to the insurance carrier, and by\neducating yourself and working with a Fiduciary Advisor, you might prevent\nfinancial mishaps.&nbsp; <\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"7_What_is_your_advisors_succession_plan\"><\/span>7. <strong>What is your advisor\u2019s succession plan? <\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>The average age of a financial advisor in\nthe US is now 50 years old and that figure continues to rise.&nbsp; Only one in five financial advisors right now\nare under the age of 40.&nbsp; If your advisor\nor the advisor you are interviewing is in his late 50\u2019s or early 60\u2019s, which\nmany of them are, does he have a clear succession plan on who will be managing\nyour family\u2019s affairs when they themselves start enjoying their own retirement?\n<\/p>\n\n\n\n<p>You have had a nice run with your college\nbuddy or your uncle, but they are ready to enjoy the fruits of their labor as\nwell.&nbsp; By aligning with a nextgen advisor\nBEFORE you retire, you could reduce your stress and uncertainty later in\nlife.&nbsp; Part of your plan should be\nknowing who will be helping you and your family during your entire retirement\nrather than experiencing the friction of finding new relationships and building\nTRUST all over again.&nbsp; <\/p>\n\n\n\n<p><em>Thanasi Panagiotakopoulos is a financial fiduciary and is the owner of&nbsp;LIFEMANAGED.&nbsp;He holds the&nbsp;Behavioral Financial Advisor,&nbsp;Master of Science in Finance&nbsp;certifications and has over&nbsp;12&nbsp;years of experience. <\/em><\/p>\n\n\n\n<p><em>To learn more about <a href=\"https:\/\/www.paladinregistry.com\/financial-advisor\/arizona\/phoenix\/thanasi-panagiotakopoulos\">Thansai Panagiotakopoulos, view his Paladin Registry Research Report<\/a><\/em> or go to <a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/lifemanaged.com\/\">https:\/\/lifemanaged.com<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>What is your financial advisor\u2019s most valuable asset? It\u2019s not just investments, taxes, financial plans and saving strategies.&nbsp; It\u2019s not their fancy, high-tech system or other methodologies.&nbsp; These can be taught, learned, or bought in the 20th century.&nbsp; The most valuable asset is something much easier than a tax plan yet much harder to find; it\u2019s trust.&nbsp; Trust is the foundation of a strong financial practice.&nbsp;When you work with an<\/p>\n","protected":false},"author":120,"featured_media":10119,"comment_status":"open","ping_status":"closed","sticky":true,"template":"","format":"standard","meta":{"footnotes":""},"categories":[325,395],"tags":[],"class_list":["post-10114","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisors","category-investing"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Get the Best Financial Advice you Deserve from an Advisor<\/title>\n<meta name=\"description\" content=\"When you work with an advisor you trust, you know that your needs always come first. Here&#039;s 7 topics you should know before hiring your financial advisor.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.paladinregistry.com\/blog\/investing\/how-to-get-the-best-financial-advice-you-deserve-from-an-advisor\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Get the Best Financial Advice you Deserve from an Advisor\" \/>\n<meta property=\"og:description\" content=\"When you work with an advisor you trust, you know that your needs always come first. Here&#039;s 7 topics you should know before hiring your financial advisor.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.paladinregistry.com\/blog\/investing\/how-to-get-the-best-financial-advice-you-deserve-from-an-advisor\/\" \/>\n<meta property=\"og:site_name\" content=\"Paladin Registry Blog\" \/>\n<meta property=\"article:published_time\" content=\"2020-12-03T09:33:03+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2021-01-13T15:59:52+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.paladinregistry.com\/blog\/wp-content\/uploads\/2020\/12\/Financial-Advice.webp\" \/>\n\t<meta property=\"og:image:width\" content=\"1\" \/>\n\t<meta property=\"og:image:height\" content=\"1\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/webp\" \/>\n<meta name=\"author\" content=\"Thanasi Panagiotakopoulos\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@PaladinRegistry\" \/>\n<meta name=\"twitter:site\" content=\"@PaladinRegistry\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Thanasi Panagiotakopoulos\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.paladinregistry.com\/blog\/investing\/how-to-get-the-best-financial-advice-you-deserve-from-an-advisor\/\",\"url\":\"https:\/\/www.paladinregistry.com\/blog\/investing\/how-to-get-the-best-financial-advice-you-deserve-from-an-advisor\/\",\"name\":\"How to Get the Best Financial Advice you Deserve from an Advisor\",\"isPartOf\":{\"@id\":\"https:\/\/www.paladinregistry.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.paladinregistry.com\/blog\/investing\/how-to-get-the-best-financial-advice-you-deserve-from-an-advisor\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.paladinregistry.com\/blog\/investing\/how-to-get-the-best-financial-advice-you-deserve-from-an-advisor\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.paladinregistry.com\/blog\/wp-content\/uploads\/2020\/12\/Financial-Advice.webp\",\"datePublished\":\"2020-12-03T09:33:03+00:00\",\"dateModified\":\"2021-01-13T15:59:52+00:00\",\"author\":{\"@id\":\"https:\/\/www.paladinregistry.com\/blog\/#\/schema\/person\/68e9fef65f3bd1a2d171758e224d3ebb\"},\"description\":\"When you work with an advisor you trust, you know that your needs always come first. Here's 7 topics you should know before hiring your financial advisor.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.paladinregistry.com\/blog\/investing\/how-to-get-the-best-financial-advice-you-deserve-from-an-advisor\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.paladinregistry.com\/blog\/investing\/how-to-get-the-best-financial-advice-you-deserve-from-an-advisor\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.paladinregistry.com\/blog\/investing\/how-to-get-the-best-financial-advice-you-deserve-from-an-advisor\/#primaryimage\",\"url\":\"https:\/\/www.paladinregistry.com\/blog\/wp-content\/uploads\/2020\/12\/Financial-Advice.webp\",\"contentUrl\":\"https:\/\/www.paladinregistry.com\/blog\/wp-content\/uploads\/2020\/12\/Financial-Advice.webp\",\"caption\":\"Financial Advice\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.paladinregistry.com\/blog\/investing\/how-to-get-the-best-financial-advice-you-deserve-from-an-advisor\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.paladinregistry.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Investing\",\"item\":\"https:\/\/www.paladinregistry.com\/blog\/category\/investing\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"How to Get the Best Financial Advice You Deserve From an Advisor\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.paladinregistry.com\/blog\/#website\",\"url\":\"https:\/\/www.paladinregistry.com\/blog\/\",\"name\":\"Paladin Registry Blog\",\"description\":\"Helping You Make Better Financial Decisions\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.paladinregistry.com\/blog\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.paladinregistry.com\/blog\/#\/schema\/person\/68e9fef65f3bd1a2d171758e224d3ebb\",\"name\":\"Thanasi Panagiotakopoulos\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.paladinregistry.com\/blog\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/9faee22d79d9c12b4f3dbccd9f6579a5?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/9faee22d79d9c12b4f3dbccd9f6579a5?s=96&d=mm&r=g\",\"caption\":\"Thanasi Panagiotakopoulos\"},\"description\":\"Thanasi Panagiotakopoulos is the Founder and Principal of LifeManaged. He attended the Monfort School of Business at the University of Northern Colorado where he graduated Magna Cum Laude with a double Bachelor of Science degrees in Finance and Management. While at UNC, Thanasi has completed his Masters of Finance at the D\u2019Amore McKim School of Business at Northeastern University. He has also earned his designation as a Behavioral Financial Advisor in order to help clients connect the dots between their goals, core values and the advice they receive. In his spare time, Thanasi enjoys spending time with his family and friends. He can be found on the basketball court, golf course or tennis courts when he\u2019s not in the office helping clients.\",\"url\":\"https:\/\/www.paladinregistry.com\/blog\/author\/thanasi-panagiotakopoulos\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How to Get the Best Financial Advice you Deserve from an Advisor","description":"When you work with an advisor you trust, you know that your needs always come first. Here's 7 topics you should know before hiring your financial advisor.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.paladinregistry.com\/blog\/investing\/how-to-get-the-best-financial-advice-you-deserve-from-an-advisor\/","og_locale":"en_US","og_type":"article","og_title":"How to Get the Best Financial Advice you Deserve from an Advisor","og_description":"When you work with an advisor you trust, you know that your needs always come first. Here's 7 topics you should know before hiring your financial advisor.","og_url":"https:\/\/www.paladinregistry.com\/blog\/investing\/how-to-get-the-best-financial-advice-you-deserve-from-an-advisor\/","og_site_name":"Paladin Registry Blog","article_published_time":"2020-12-03T09:33:03+00:00","article_modified_time":"2021-01-13T15:59:52+00:00","og_image":[{"url":"https:\/\/www.paladinregistry.com\/blog\/wp-content\/uploads\/2020\/12\/Financial-Advice.webp","width":1,"height":1,"type":"image\/webp"}],"author":"Thanasi Panagiotakopoulos","twitter_card":"summary_large_image","twitter_creator":"@PaladinRegistry","twitter_site":"@PaladinRegistry","twitter_misc":{"Written by":"Thanasi Panagiotakopoulos","Est. reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.paladinregistry.com\/blog\/investing\/how-to-get-the-best-financial-advice-you-deserve-from-an-advisor\/","url":"https:\/\/www.paladinregistry.com\/blog\/investing\/how-to-get-the-best-financial-advice-you-deserve-from-an-advisor\/","name":"How to Get the Best Financial Advice you Deserve from an Advisor","isPartOf":{"@id":"https:\/\/www.paladinregistry.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.paladinregistry.com\/blog\/investing\/how-to-get-the-best-financial-advice-you-deserve-from-an-advisor\/#primaryimage"},"image":{"@id":"https:\/\/www.paladinregistry.com\/blog\/investing\/how-to-get-the-best-financial-advice-you-deserve-from-an-advisor\/#primaryimage"},"thumbnailUrl":"https:\/\/www.paladinregistry.com\/blog\/wp-content\/uploads\/2020\/12\/Financial-Advice.webp","datePublished":"2020-12-03T09:33:03+00:00","dateModified":"2021-01-13T15:59:52+00:00","author":{"@id":"https:\/\/www.paladinregistry.com\/blog\/#\/schema\/person\/68e9fef65f3bd1a2d171758e224d3ebb"},"description":"When you work with an advisor you trust, you know that your needs always come first. Here's 7 topics you should know before hiring your financial advisor.","breadcrumb":{"@id":"https:\/\/www.paladinregistry.com\/blog\/investing\/how-to-get-the-best-financial-advice-you-deserve-from-an-advisor\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.paladinregistry.com\/blog\/investing\/how-to-get-the-best-financial-advice-you-deserve-from-an-advisor\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.paladinregistry.com\/blog\/investing\/how-to-get-the-best-financial-advice-you-deserve-from-an-advisor\/#primaryimage","url":"https:\/\/www.paladinregistry.com\/blog\/wp-content\/uploads\/2020\/12\/Financial-Advice.webp","contentUrl":"https:\/\/www.paladinregistry.com\/blog\/wp-content\/uploads\/2020\/12\/Financial-Advice.webp","caption":"Financial Advice"},{"@type":"BreadcrumbList","@id":"https:\/\/www.paladinregistry.com\/blog\/investing\/how-to-get-the-best-financial-advice-you-deserve-from-an-advisor\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.paladinregistry.com\/blog\/"},{"@type":"ListItem","position":2,"name":"Investing","item":"https:\/\/www.paladinregistry.com\/blog\/category\/investing\/"},{"@type":"ListItem","position":3,"name":"How to Get the Best Financial Advice You Deserve From an Advisor"}]},{"@type":"WebSite","@id":"https:\/\/www.paladinregistry.com\/blog\/#website","url":"https:\/\/www.paladinregistry.com\/blog\/","name":"Paladin Registry Blog","description":"Helping You Make Better Financial Decisions","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.paladinregistry.com\/blog\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.paladinregistry.com\/blog\/#\/schema\/person\/68e9fef65f3bd1a2d171758e224d3ebb","name":"Thanasi Panagiotakopoulos","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.paladinregistry.com\/blog\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/9faee22d79d9c12b4f3dbccd9f6579a5?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/9faee22d79d9c12b4f3dbccd9f6579a5?s=96&d=mm&r=g","caption":"Thanasi Panagiotakopoulos"},"description":"Thanasi Panagiotakopoulos is the Founder and Principal of LifeManaged. He attended the Monfort School of Business at the University of Northern Colorado where he graduated Magna Cum Laude with a double Bachelor of Science degrees in Finance and Management. While at UNC, Thanasi has completed his Masters of Finance at the D\u2019Amore McKim School of Business at Northeastern University. He has also earned his designation as a Behavioral Financial Advisor in order to help clients connect the dots between their goals, core values and the advice they receive. In his spare time, Thanasi enjoys spending time with his family and friends. He can be found on the basketball court, golf course or tennis courts when he\u2019s not in the office helping clients.","url":"https:\/\/www.paladinregistry.com\/blog\/author\/thanasi-panagiotakopoulos\/"}]}},"_links":{"self":[{"href":"https:\/\/www.paladinregistry.com\/blog\/wp-json\/wp\/v2\/posts\/10114"}],"collection":[{"href":"https:\/\/www.paladinregistry.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.paladinregistry.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.paladinregistry.com\/blog\/wp-json\/wp\/v2\/users\/120"}],"replies":[{"embeddable":true,"href":"https:\/\/www.paladinregistry.com\/blog\/wp-json\/wp\/v2\/comments?post=10114"}],"version-history":[{"count":12,"href":"https:\/\/www.paladinregistry.com\/blog\/wp-json\/wp\/v2\/posts\/10114\/revisions"}],"predecessor-version":[{"id":10258,"href":"https:\/\/www.paladinregistry.com\/blog\/wp-json\/wp\/v2\/posts\/10114\/revisions\/10258"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.paladinregistry.com\/blog\/wp-json\/wp\/v2\/media\/10119"}],"wp:attachment":[{"href":"https:\/\/www.paladinregistry.com\/blog\/wp-json\/wp\/v2\/media?parent=10114"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.paladinregistry.com\/blog\/wp-json\/wp\/v2\/categories?post=10114"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.paladinregistry.com\/blog\/wp-json\/wp\/v2\/tags?post=10114"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}