{"id":9296,"date":"2018-11-26T09:05:27","date_gmt":"2018-11-26T17:05:27","guid":{"rendered":"http:\/\/blog.paladinregistry.com\/?p=9296"},"modified":"2018-11-26T09:05:27","modified_gmt":"2018-11-26T17:05:27","slug":"compile-a-list-of-financial-advisors-in-just-minutes","status":"publish","type":"post","link":"https:\/\/www.paladinregistry.com\/blog\/advisors\/compile-a-list-of-financial-advisors-in-just-minutes\/","title":{"rendered":"Compile a List of Financial Advisors in Just Minutes"},"content":{"rendered":"<p>Your friend recommended a financial advisor. You saw an ad for another financial advisor. You recognized the name of the firm of an older financial advisor. And you received a junk-mailer for an advisor who seemed nice and easy to work with.<\/p>\n<p>Sure, this is one way to compile a list of financial advisors. But how do you create a list of the <em>best<\/em> financial advisors?<\/p>\n<p>Here are some tricks.<\/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-69e031bb275a3\" 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-69e031bb275a3\"  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\/compile-a-list-of-financial-advisors-in-just-minutes\/#Dont_Base_Your_Decision_on_Personality\" title=\"Don\u2019t Base Your Decision on Personality\">Don\u2019t Base Your Decision on Personality<\/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\/compile-a-list-of-financial-advisors-in-just-minutes\/#Use_a_Local_Advisory_Firm\" title=\"Use a Local Advisory Firm\">Use a Local Advisory Firm<\/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\/compile-a-list-of-financial-advisors-in-just-minutes\/#Select_a_Fiduciary\" title=\"Select a Fiduciary\">Select a Fiduciary<\/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\/compile-a-list-of-financial-advisors-in-just-minutes\/#Look_for_a_Fee-Only_Advisor\" title=\"Look for a Fee-Only Advisor\">Look for a Fee-Only Advisor<\/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\/compile-a-list-of-financial-advisors-in-just-minutes\/#Be_Specific_With_What_Youre_Looking_For\" title=\"Be Specific With What You\u2019re Looking For\">Be Specific With What You\u2019re Looking For<\/a><\/li><\/ul><\/nav><\/div>\n<h3><span class=\"ez-toc-section\" id=\"Dont_Base_Your_Decision_on_Personality\"><\/span><strong>Don\u2019t Base Your Decision on Personality <\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Every advisor \u2013 or salesperson \u2013 that you talk to will more than likely claim to be a trustworthy financial expert. But the truth is that many won\u2019t be telling the truth. Many salespeople who use the title \u201cfinancial advisor\u201d are undocumented. That\u2019s because:<\/p>\n<ul>\n<li>There are no mandatory disclosure requirements to use this title.<\/li>\n<li>Salespeople can tell you what they want you to hear \u2013 and they can withhold what they don\u2019t want you to hear.<\/li>\n<li>Investors don\u2019t always think to ask for track records that document past performance.<\/li>\n<li>Many sales reps and insurance agents use sales tactics and undocumented claims to convince you they are ethical experts to make a sale.<\/li>\n<li>Investors don\u2019t know how to validate the accuracy of an \u201cadvisor\u2019s\u201d claims.<\/li>\n<\/ul>\n<p>To combat this, it\u2019s crucial to look beyond a charming personality and ask the right questions.<\/p>\n<ul>\n<li>What services does an advisor provide?<\/li>\n<li>How are they compensated?<\/li>\n<li>What is an advisor\u2019s experience and education?<\/li>\n<li>Are an advisor\u2019s business practices ethical?<\/li>\n<\/ul>\n<p>Investors also need to know what a good answer is (what will benefit them), and more importantly, what a bad answer is (what can be damaging to them).<\/p>\n<p>Investors should also know that it\u2019s actually easy to validate the accuracy of advisor information. While it may have been difficult in the past, the Internet has changed that.<\/p>\n<p>When looking for a financial advisor, make sure to Google search the advisor\u2019s name, check regulatory websites like FINRA, look for an advisor on social media and, of course, visit the advisor\u2019s financial advisor website. If an advisor does not have a website, this may be a red flag.<\/p>\n<p>Paladin Registry also offers many free tools to <strong><a href=\"https:\/\/www.paladinregistry.com\/research\/credentials-financial-certifications\" target=\"_blank\" rel=\"noopener\">check a credential<\/a><\/strong>, <strong><a href=\"https:\/\/www.paladinregistry.com\/find\/online-financial-advisor-directory\" target=\"_blank\" rel=\"noopener\">verify an advisor\u2019s experience and expertise<\/a><\/strong> and <strong><a href=\"https:\/\/www.paladinregistry.com\/blog\/advisors\/how-transparent-is-your-financial-advisor-when-it-comes-to-compensation\/\" target=\"_blank\" rel=\"noopener\">learn how an advisor is paid<\/a><\/strong>. Paladin\u2019s <strong><a href=\"https:\/\/www.paladinregistry.com\/landing\/main-site-multi\" target=\"_blank\" rel=\"noopener\">free match service<\/a><\/strong> can produce a list of the best financial advisors based on an individual investor\u2019s specific needs in just minutes. An investor simply inputs their requirements and by the next business day, a list of financial advisors is emailed to him or her.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Use_a_Local_Advisory_Firm\"><\/span><strong>Use a Local Advisory Firm<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Just because you\u2019ve seen an advertisement on TV does not make a big firm your best choice. In fact, often times, the opposite is true. Large firms typically have too many conflicts of interest \u2013 stockholders, CEOs and partners. A better choice is often a Registered Investment Advisory firm (RIA) that is headquartered in your community or an Investment Advisor Representative (IAR) who is registered with a local RIA.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Select_a_Fiduciary\"><\/span><strong>Select a Fiduciary<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>When searching for the best financial advisors, make sure an advisor is willing to acknowledge whether he or she is a financial fiduciary <em>in writing<\/em>. Fiduciaries are held to the highest ethical standards in the financial service industry and, in general, <strong><a href=\"https:\/\/www.paladinregistry.com\/blog\/advisors\/do-fiduciary-financial-advisors-produce-better-results\/\" target=\"_blank\" rel=\"noopener\">produce better results<\/a><\/strong>. Investment salespeople on the other hand are held to a much lower standard.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Look_for_a_Fee-Only_Advisor\"><\/span><strong>Look for a Fee-Only Advisor <\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>We believe that financial advisors should be compensated the same way as other professionals, such as CPAs and attorneys. Financial advisors should be paid a fee for specific ongoing services that help an investor achieve his or her financial goals. As always, make sure an advisor will document the services he or she provides in writing.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Be_Specific_With_What_Youre_Looking_For\"><\/span><strong>Be Specific With What You\u2019re Looking For<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Did you know that Google uses at least <strong><a href=\"https:\/\/www.entrepreneur.com\/article\/226884\" target=\"_blank\" rel=\"nofollow noopener\">200 factors<\/a><\/strong> when determining how search results are displayed when you type something into a Google search bar? And it\u2019s all to benefit you \u2013 Google wants its users to get the best, most appropriate results when using its search algorithms to find information. So make sure you <strong><a href=\"https:\/\/www.paladinregistry.com\/blog\/advisors\/4-tips-from-google-that-will-help-you-find-the-best-financial-advisor\/\" target=\"_blank\" rel=\"noopener\">take advantage of this<\/a><\/strong>!<\/p>\n<p>When finding a list of financial advisors who best meet your specifications, be specific. Type in everything you want from an advisor. For example, instead of searching for \u201cfinancial advisor,\u201d try typing in \u201cfinancial advisor fiduciary estate planning San Antonio.\u201d This way, Google can provide you with a better selection for what you\u2019re looking for.<\/p>\n<p>Paladin Registry also tries to provide the most qualified advisors based on an individual\u2019s needs. Our <strong><a href=\"https:\/\/www.paladinregistry.com\/landing\/paladin-registry-blog\" target=\"_blank\" rel=\"noopener\">free match service<\/a><\/strong> asks things like:<\/p>\n<ul>\n<li>What services are you looking for? Planning, such as financial, retirement and estate planning; investing, including asset allocation, manager selection and risk management; insurance, including long-term and annuities; or special situational needs, such as newly widowed or an inheritance?<\/li>\n<li>What are your preferences? How would you like an advisor to be paid and what credentials would you like an advisor to have?<\/li>\n<li>What\u2019s your availability? Would you like an advisor to be local, and what times\/days are best to be contacted for a pre-screening interview?<\/li>\n<\/ul>\n<p>This information allows Paladin Registry to produce a list of financial advisors that is better targeted and more beneficial. All advisors profiled in the Registry are financial fiduciaries who are compensated with fees. They have also been through a thorough vetting process.<\/p>\n<p>If you\u2019re looking for a financial advisor for the first time, need to hire a replacement advisor or are a do-it-yourselfer who is looking for professional help, <strong><a href=\"https:\/\/www.paladinregistry.com\/\" target=\"_blank\" rel=\"noopener\">visit the Registry website<\/a><\/strong> to see how Paladin can help.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Your friend recommended a financial advisor. You saw an ad for another financial advisor. You recognized the name of the firm of an older financial advisor. And you received a junk-mailer for an advisor who seemed nice and easy to work with. Sure, this is one way to compile a list of financial advisors. But how do you create a list of the best financial advisors? Here are some tricks.<\/p>\n","protected":false},"author":105,"featured_media":9297,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[325],"tags":[],"class_list":["post-9296","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>Compile a List of Financial Advisors in Just Minutes - Paladin Registry Blog<\/title>\n<meta name=\"description\" content=\"Here&#039;s the easiest way to create a list of financial advisors who are fiduciaries,\u00a0will work in your best interest and best fit your requirements.\" \/>\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\/compile-a-list-of-financial-advisors-in-just-minutes\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Compile a List of Financial Advisors in Just Minutes - 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