{"id":9287,"date":"2018-11-14T08:11:32","date_gmt":"2018-11-14T16:11:32","guid":{"rendered":"http:\/\/blog.paladinregistry.com\/?p=9287"},"modified":"2018-11-14T08:11:32","modified_gmt":"2018-11-14T16:11:32","slug":"4-tips-from-google-that-will-help-you-find-the-best-financial-advisor","status":"publish","type":"post","link":"https:\/\/www.paladinregistry.com\/blog\/advisors\/4-tips-from-google-that-will-help-you-find-the-best-financial-advisor\/","title":{"rendered":"4 Tips from Google That Will Help You Find the Best Financial Advisor"},"content":{"rendered":"<p>What do you type into a Google search bar to find the best financial advisor? Is it your city and state? The service you want? The word \u201cfiduciary\u201d?<\/p>\n<p>Yes, yes and yes!<\/p>\n<p>Let\u2019s look at how to better use Google to find exactly what you\u2019re looking for.<\/p>\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-69dc207b10816\" 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-69dc207b10816\"  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\/advisors\/4-tips-from-google-that-will-help-you-find-the-best-financial-advisor\/#Tip_1_Use_Specific_Phrases\" title=\"Tip #1: Use Specific Phrases\">Tip #1: Use Specific Phrases<\/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\/advisors\/4-tips-from-google-that-will-help-you-find-the-best-financial-advisor\/#Tip_2_Use_Similar_Words_and_Synonyms\" title=\"Tip #2: Use Similar Words and Synonyms\">Tip #2: Use Similar Words and Synonyms<\/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\/advisors\/4-tips-from-google-that-will-help-you-find-the-best-financial-advisor\/#Tip_3_Use_Geo-Specific_Keywords_in_Your_Search\" title=\"Tip #3: Use Geo-Specific Keywords in Your Search\">Tip #3: Use Geo-Specific Keywords in Your Search<\/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\/advisors\/4-tips-from-google-that-will-help-you-find-the-best-financial-advisor\/#Tip_4_Search_an_Advisor_by_Name\" title=\"Tip #4: Search an Advisor by Name\">Tip #4: Search an Advisor by Name<\/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\/advisors\/4-tips-from-google-that-will-help-you-find-the-best-financial-advisor\/#Using_Another_Search_Engine\" title=\"Using Another Search Engine\">Using Another Search Engine<\/a><\/li><\/ul><\/nav><\/div>\n<h3><span class=\"ez-toc-section\" id=\"Tip_1_Use_Specific_Phrases\"><\/span><strong>Tip #1: Use Specific Phrases<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>With the introduction of <strong><a href=\"https:\/\/www.paladinregistry.com\/blog\/advisors\/how-to-select-the-best-virtual-financial-advisor\/\" target=\"_blank\" rel=\"noopener\">virtual offices<\/a><\/strong>, where an advisory firm can meet with you from literally anywhere in the world, there are thousands of financial advisors hoping to win your business. A good way to pare that list down into something manageable is to enter specific phrases into the Google search bar. This will help limit your results to only advisors who offer something specific that you\u2019re looking for.<\/p>\n<p>For example, let\u2019s say you\u2019re using Google to search for a financial advisor who provides estate planning in San Antonio, Texas. Instead of just typing \u201cfinancial advisor\u201d into the Google search bar, you will likely get better results by typing in \u201cfinancial advisor estate planning San Antonio.\u201d In this example, financial advisor websites that contain all six of the terms you\u2019re searching for will appear higher in your results. Those that don\u2019t will fall lower down on the list.<\/p>\n<p>You may also want to include the term \u201c<strong><a href=\"https:\/\/www.paladinregistry.com\/financial-dictionary\/fiduciary?query=fiduciary\" target=\"_blank\" rel=\"noopener\">fiduciary<\/a><\/strong>,\u201d so you ensure the advisors who appear in your search results are of the highest ethical standards.<\/p>\n<p>Something else to consider: Are you only looking for advisors who work with Millennials? If so, you may want to add the word \u201cMillennials\u201d into the Google search bar. This will again reconfigure what websites get higher placement in your search results.<\/p>\n<p>There are actually <strong><a href=\"https:\/\/www.entrepreneur.com\/article\/226884\" target=\"_blank\" rel=\"nofollow noopener\">200 known Google ranking factors that come into play when determining organic search page rankings<\/a><\/strong>. This means that your results with change when you change the criteria you\u2019re searching.<\/p>\n<p>Putting quote marks around a specific phrase can also help. This will ensure that any listing that comes up in your search results actually contains a specific phrase. For example, you could type in: Financial advisor \u201cestate planning\u201d San Antonio. This will weed out any advisor who does not provide estate planning in this area. Without quote marks, your results will also include sites that use the terms \u201cestate\u201d and \u201cplanning\u201d on their website, but not necessarily \u201cestate planning.\u201d<\/p>\n<p>This is a good way to weed out insurance agents and other salespeople who don\u2019t focus on estate planning.<\/p>\n<p>Be careful of putting too much in quotation marks though, because different firms phrase their services differently.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Tip_2_Use_Similar_Words_and_Synonyms\"><\/span><strong>Tip #2: Use Similar Words and Synonyms<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Not having luck with your Google search? Try using a similar word. For example, instead of \u201cestate planning,\u201d \u201ctry \u201clegacy planning\u201d or \u201ccreating a will.\u201d Again, some firms use different terminology to promote similar services.<\/p>\n<p>Another way you can hone your search is, if there is a website you trust, search a term along with that organization\u2019s name, such as \u201cestate planning Paladin Registry.\u201d Anything that comes up with estate planning on the <strong><a href=\"https:\/\/www.paladinregistry.com\/\" target=\"_blank\" rel=\"noopener\">Paladin Registry website<\/a><\/strong> will appear in your results. This will include advisors in the Registry along with many free resources that will help you find the best financial advisor.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Tip_3_Use_Geo-Specific_Keywords_in_Your_Search\"><\/span><strong>Tip #3: Use Geo-Specific Keywords in Your Search<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>If you\u2019re only looking for an advisor in your specific area, type in your city, state or metropolitan area. For example, \u201cfinancial fiduciary Asheville, North Carolina.\u201d<\/p>\n<p>This will bring up business listings of financial advisors who practice locally.<\/p>\n<p>If the town in which you live in is fairly small, try using the closest city.<\/p>\n<p>You can also use <strong><a href=\"https:\/\/www.paladinregistry.com\/find\/search-for-local-financial-advisors\" target=\"_blank\" rel=\"noopener\">Paladin Registry\u2019s free Search by Zip Code<\/a><\/strong> function, which will produce pre-screened financial fiduciaries who have already gone through an in-depth vetting process. Paladin also lists all of an advisor\u2019s verified credentials, experience and business information.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Tip_4_Search_an_Advisor_by_Name\"><\/span><strong>Tip #4: Search an Advisor by Name<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Have an advisor you\u2019re considering but want to find out more information about him or her, such as what credentials they have? Simply type in their name to see what comes up. If the name is common, like Joe Smith, you may want to also include the words \u201cfinancial advisor.\u201d<\/p>\n<p>You can also use <strong><a href=\"https:\/\/www.paladinregistry.com\/find\/online-financial-advisor-directory\" target=\"_blank\" rel=\"noopener\">Paladin Registry\u2019s free Search by Name<\/a><\/strong> function. If an advisor is part of the Registry, all of his or her information will appear in their Paladin profile, including any criminal disclosures.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Using_Another_Search_Engine\"><\/span><strong>Using Another Search Engine<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>If you\u2019re still trying to minimize your list of potential advisors, you may get better results if you forgo using Google altogether and use a site like <strong><a href=\"https:\/\/www.paladinregistry.com\/landing\/main-site-multi\" target=\"_blank\" rel=\"noopener\">Paladin Registry\u2019s complimentary match service<\/a><\/strong>. Expert sites like Paladin will provide the names of financial advisors who match your specific criteria, and you\u2019re able to utilize a site you trust, instead of Google, which supplies you with anything on the Web that matches your search terms in some way.<\/p>\n<p>Beware of using sites like Yelp that offer recommendations and reviews. Because a financial advisor is needed for different reasons, different needs and different expertise, <strong><a href=\"https:\/\/www.paladinregistry.com\/blog\/advisors\/financial-advisor-ratings-and-reviews-what-a-recommendation-really-tells-you\/\" target=\"_blank\" rel=\"noopener\">a review<\/a><\/strong> shouldn\u2019t hold much weight when deciding the best financial advisor for you. In fact, selecting a financial advisor based solely on a recommendation is not recommended. Unfortunately, this happens a lot. \u201cIf an advisor is good enough for my buddy, he or she must be good enough for me.\u201d But that\u2019s not the case; there is no one-size-fits-all solution to financial planning. Your buddy might have needed different services, had more investable assets or needed someone who was in close proximity. Friends also have a tendency of sharing good news and not bad, making a review not always accurate.<\/p>\n<p>Instead, there are six categories that should be most important to an investor looking to hire the best financial advisor: Ethics, education, experience, compensation, level of communication and services provided.<\/p>\n<p>Hiring the wrong financial advisor can be an expensive mistake. Many investors use Paladin Registry\u2019s free resources to replace a current financial advisor who has not produced the results agreed upon. Don\u2019t wait until you\u2019re misled by a financial advisor. You want to find the best financial advisor the first time around and keep your money, and your future, safe!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>What do you type into a Google search bar to find the best financial advisor? Is it your city and state? The service you want? The word \u201cfiduciary\u201d? Yes, yes and yes! Let\u2019s look at how to better use Google to find exactly what you\u2019re looking for. Tip #1: Use Specific Phrases With the introduction of virtual offices, where an advisory firm can meet with you from literally anywhere in<\/p>\n","protected":false},"author":105,"featured_media":9288,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[325],"tags":[],"class_list":["post-9287","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisors"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>4 Tips from Google That Will Help You Find the Best Financial Advisor - Paladin Registry Blog<\/title>\n<meta name=\"description\" content=\"Use these tips directly from Google to find the best financial advisor ... and avoid the worst! Hiring the wrong advisor can be a costly mistake!\" \/>\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\/advisors\/4-tips-from-google-that-will-help-you-find-the-best-financial-advisor\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"4 Tips from Google That Will Help You Find the Best Financial Advisor - Paladin Registry Blog\" \/>\n<meta property=\"og:description\" content=\"Use these tips directly from Google to find the best financial advisor ... and avoid the worst! Hiring the wrong advisor can be a costly mistake!\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.paladinregistry.com\/blog\/advisors\/4-tips-from-google-that-will-help-you-find-the-best-financial-advisor\/\" \/>\n<meta property=\"og:site_name\" content=\"Paladin Registry Blog\" \/>\n<meta property=\"article:published_time\" content=\"2018-11-14T16:11:32+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.paladinregistry.com\/blog\/wp-content\/uploads\/2018\/11\/Google-how-to-find-the-best-financial-advisor-Paladin-Registry.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"724\" \/>\n\t<meta property=\"og:image:height\" content=\"483\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Lauren Aimes\" \/>\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=\"Lauren Aimes\" \/>\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\/advisors\/4-tips-from-google-that-will-help-you-find-the-best-financial-advisor\/\",\"url\":\"https:\/\/www.paladinregistry.com\/blog\/advisors\/4-tips-from-google-that-will-help-you-find-the-best-financial-advisor\/\",\"name\":\"4 Tips from Google That Will Help You Find the Best Financial Advisor - Paladin Registry Blog\",\"isPartOf\":{\"@id\":\"https:\/\/www.paladinregistry.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.paladinregistry.com\/blog\/advisors\/4-tips-from-google-that-will-help-you-find-the-best-financial-advisor\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.paladinregistry.com\/blog\/advisors\/4-tips-from-google-that-will-help-you-find-the-best-financial-advisor\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.paladinregistry.com\/blog\/wp-content\/uploads\/2018\/11\/Google-how-to-find-the-best-financial-advisor-Paladin-Registry.jpg\",\"datePublished\":\"2018-11-14T16:11:32+00:00\",\"dateModified\":\"2018-11-14T16:11:32+00:00\",\"author\":{\"@id\":\"https:\/\/www.paladinregistry.com\/blog\/#\/schema\/person\/02cab6f49de5b6bd0080bffe6d5b4a41\"},\"description\":\"Use these tips directly from Google to find the best financial advisor ... and avoid the worst! 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She is responsible for managing Paladin\u2019s Registry website for investors who use the services of financial advisors. The Registry provides free educational content about advisors and a match service that connects investors to vetted financial advisors who meet Paladin's requirements for being profiled in the Registry. Lauren\u00a0graduated from California State University, Sacramento with a BS degree in Accounting and is a licensed CPA.\",\"url\":\"https:\/\/www.paladinregistry.com\/blog\/author\/lauren-aimes\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"4 Tips from Google That Will Help You Find the Best Financial Advisor - Paladin Registry Blog","description":"Use these tips directly from Google to find the best financial advisor ... and avoid the worst! 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