{"id":9018,"date":"2020-10-21T09:30:00","date_gmt":"2020-10-21T13:30:00","guid":{"rendered":"http:\/\/blog.paladinregistry.com\/?p=9018"},"modified":"2021-02-15T01:29:19","modified_gmt":"2021-02-15T06:29:19","slug":"find-local-financial-advisors","status":"publish","type":"post","link":"https:\/\/www.paladinregistry.com\/blog\/investing\/find-local-financial-advisors\/","title":{"rendered":"How to Find Local Financial Advisors"},"content":{"rendered":"\n<p>If you\u2019re <a href=\"http:\/\/blog.paladinregistry.com\/advisors-2\/5-ways-the-internet-helps-you-find-the-top-financial-advisors\/\" target=\"_blank\" rel=\"noopener noreferrer\">using the Internet <\/a>to find high-quality financial advisors, how do you narrow your search so that only local financial advisors appear? Or only RIAs who meet your specific criteria?<\/p>\n\n\n\n<p>The answer is in your keywords.<\/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-69d377491a73d\" 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-69d377491a73d\"  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\/find-local-financial-advisors\/#Keyword_Searches\" title=\"Keyword Searches\">Keyword Searches<\/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\/find-local-financial-advisors\/#Keyword_Strings\" title=\"Keyword Strings\">Keyword Strings<\/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\/find-local-financial-advisors\/#Geo-Specific_Keywords\" title=\"Geo-Specific Keywords\">Geo-Specific Keywords<\/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\/find-local-financial-advisors\/#Keywords_for_Specialists\" title=\"Keywords for Specialists\">Keywords for Specialists<\/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\/find-local-financial-advisors\/#Search_Results\" title=\"Search Results\">Search Results<\/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\/find-local-financial-advisors\/#Paid_Advertisers\" title=\"Paid Advertisers\">Paid Advertisers<\/a><\/li><\/ul><\/nav><\/div>\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Keyword_Searches\"><\/span>Keyword Searches<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Any search engine will get the job done, but when searching for a financial advisor, we recommend using Google because it controls 72 percent of search traffic.<\/p>\n\n\n\n<p><a href=\"https:\/\/en.wikipedia.org\/wiki\/Index_term\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Keywords <\/a>are simply the terms you use when starting a Google search. If you enter the right keywords, you will refine your search based on the financial expertise or services you are seeking.<\/p>\n\n\n\n<p><span style=\"color: #000000;\">The two most common sets of keywords are \u201cfinancial advisor\u201d and \u201cfinancial planner.\u201d However, because they\u2019re so broad, these keywords are going to produce pages and pages of results for you. There is also a large list of secondary keywords, such as \u201cwealth manager,\u201d \u201cretirement planner,\u201d \u201cinvestment advisor,\u201d \u201ccertified financial planner\u201d and \u201cmoney manager.\u201d Financial professionals use a variety of titles to describe their profession and services, but the role does not vary much \u2013 they provide financial advice and services for compensation. <\/span><\/p>\n\n\n\n<p>There is a big difference between the keywords you use to find information and the keywords you use to find professionals. For example, you might enter \u201cfinancial planning\u201d to find information, and \u201cfinancial planner\u201d to find professionals who provide that type of service.<\/p>\n\n\n\n<p>Some investors tend to use qualitative keywords, such as \u201cFind the Best Financial Advisors.\u201d But this does not really change the outcome because Google cannot identify the best advisors. It will match you to advisors who use the word \u201cbest\u201d on their websites and content.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Keyword_Strings\"><\/span>Keyword Strings<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>If you add more keywords to your Google search, you will create strings that further refine your search. For example, you can enter \u201cCFP Financial Planner.\u201d Other frequently used keywords are \u201cRIA,\u201d \u201cFiduciary,\u201d \u201cFee-Only,\u201d \u201cCFA,\u201d \u201cCIMA,\u201d \u201cRetirement Planner,\u201d \u201cEstate Planner\u201d and \u201cTax Planner.\u201d<\/p>\n\n\n\n<p>The more keywords you add, the fewer search results you will get, which is what you want. You use keywords to refine searches and exclude financial advisors who don\u2019t meet your specific criteria.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Geo-Specific_Keywords\"><\/span>Geo-Specific Keywords<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>To localize your search to a specific city or region, simply add the city and state to your keyword string, as in \u201cFinancial Advisors Dallas Texas.\u201d This will produce an organic listing of local financial advisors in your area. The top three search results you see are placed there by Google My Business, which is a listing service that local businesses use to increase their area visibility. If you want to see more local financial advisors and firms, you can click on the More Places link.<\/p>\n\n\n\n<p>It\u2019s important to note that the Google My Business search results don\u2019t include local financial advisors who did not register their business with this service. For a more complete search, you will want to review the list of organic search results on the first and subsequent pages.<\/p>\n\n\n\n<p>There is one concern. Let\u2019s say you live in a suburb near a major city. There may be very few high-quality financial advisors in your suburb, but there are a large number of advisors in the big city. You may want to enter the name of the big city in the search engine so you have more choices.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Keywords_for_Specialists\"><\/span>Keywords for Specialists<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Most advisors work with individual investors or institutional investors (pension, endowment, foundation). Some advisors work with both.<\/p>\n\n\n\n<p>At the other end of the spectrum are the advisors who specialize in particular niches. If you are seeking a specialist, you may want to add keywords that apply to you: \u201cMillennials,\u201d \u201cretirees,\u201d \u201cpre-retirees,\u201d \u201cbusiness owners,\u201d \u201cdivorcees\u201d or \u201cdoctors.\u201d For example, if you are looking for advisors who work in the medical community, your keyword string might look like this: \u201cFinancial Advisors for Doctors in Dallas Texas.\u201d<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Search_Results\"><\/span>Search Results<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>The results of your search to find financial advisors are going to be served to you on hundreds of pages. When you use Google to find advisors, its current format is to display:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Three or four paid advertisers at the top of the page<\/li><li><span style=\"color: #000000;\">Three local firms under Google My Business <\/span><\/li><li>Ten organic results in the middle of the page<\/li><li>Three paid advertisers at the bottom of the page<\/li><\/ul>\n\n\n\n<p>There are a lot of choices on page 1, which is why 91.8 percent of users do not scroll to page 2. However, just because there are a lot of choices, this doesn\u2019t mean they are <a href=\"http:\/\/blog.paladinregistry.com\/investing-2\/find-the-best-financial-advisor\/\" target=\"_blank\" rel=\"noopener noreferrer\">your best choices<\/a>.<\/p>\n\n\n\n<p>Most of the organic search results will display financial firms or professionals in your area. Some of the top organic listings will be for nonprofits (.org), educational organizations (.edu) and content that contains the keywords you input into the Google search function. You can often find high-quality advisors by reading their content and clicking on links that take you to their websites.<\/p>\n\n\n\n<p>We encourage you to scan a minimum of two to three Google pages so you have more choices. The best advisors may not be able to afford page 1 visibility.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Paid_Advertisers\"><\/span>Paid Advertisers<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>All financial advisors want to be represented on page 1 of Google for keywords that impact their businesses. Consequently, the competition is fierce because Google algorithms control organic rankings and there are a limited number of advertising opportunities.<\/p>\n\n\n\n<p>As you might imagine, advertising space is dominated by companies with bigger marketing budgets. Many of the best advisors do not have big marketing budgets.<\/p>\n\n\n\n<p>Why advertise? Higher organic rankings can take advisors months, years or maybe never. If they are willing to pay Google enough money, like any other advertising resource, they can appear on page 1 tomorrow.<\/p>\n\n\n\n<p>This is good for Google because Google makes billions of dollars from paid advertising. It is good for paid advertisers because they get instant visibility on page 1. However, it may be bad for you when you are seeking the best financial advisors. There is no relationship between the size of a firm\u2019s advertising budget and the quality of the advisors who work for the firm. It just means the companies can afford to pay Google and the other search engines for the space.<\/p>\n\n\n\n<p>In general, you will not find boutique firms advertising on Google\u2019s page 1 or on pages that are based on the most popular keywords, such as \u201cfinancial advisor\u201d or \u201cfinancial planner.\u201d More than likely, you will find smaller firms advertising on longer keyword strings such as \u201cCertified Divorce Financial Planner Dallas.\u201d<\/p>\n\n\n\n<p><em><a href=\"https:\/\/www.paladinregistry.com\/blog\/author\/jack-waymire\/\">Jack\u00a0Waymire<\/a> worked in the financial services industry for 28 years before he left to found the Paladin Registry (<a rel=\"noreferrer noopener\" href=\"http:\/\/www.paladinregistry.com\/\" target=\"_blank\">www.PaladinRegistry.com<\/a>) in 2004. This investor education website was based on the Principles in\u00a0Jack\u2019s first book:<\/em> <em>&#8220;Who\u2019s Watching Your Money?\u00a0The 17 Paladin Principles for Selecting a Financial Advisor.&#8221;\u00a0<br>The Registry also has a free service that matches investors to advisors who meet Paladin\u2019s minimum requirements for competence and trustworthiness.<\/em><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>If you\u2019re using the Internet to find high-quality financial advisors, how do you narrow your search so that only local financial advisors appear? Or only RIAs who meet your specific criteria? The answer is in your keywords. Keyword Searches Any search engine will get the job done, but when searching for a financial advisor, we recommend using Google because it controls 72 percent of search traffic. Keywords are simply the<\/p>\n","protected":false},"author":2,"featured_media":9019,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[395],"tags":[],"class_list":["post-9018","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","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 Find Local Financial Advisors - Paladin Registry Blog<\/title>\n<meta name=\"description\" content=\"Use these tips to narrow your Internet search and find the best local financial advisors. Here you will learn how to find local financial advisors.\" \/>\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\/find-local-financial-advisors\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Find Local Financial Advisors - Paladin Registry Blog\" \/>\n<meta property=\"og:description\" content=\"Use these tips to narrow your Internet search and find the best local financial advisors. 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This investor education website was based on the Principles in Jack\u2019s first book: \"Who\u2019s Watching Your Money?\u00a0The 17 Paladin Principles for Selecting a Financial Advisor.\" Jack is also the co-author of \"5 Steps for Selecting the Best Financial Advisor (How the Internet has changed the game for investors and advisors)\". Beginning in 2004,\u00a0Paladin began vetting and documenting advisor credentials, ethics, business practices and services for investors. 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