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Frequent Questions

How does Paladin's match process work?

You tell us your requirements for financial advisors - for example, what services you need. Advisors tell us their requirements for new clients. Our computer program matches the two sets of requirements.

How am I notified when the match is complete?

You receive an email that introduces the advisors with links to their Paladin research reports.

What is the significance of a Paladin research report?

We ask advisors more than 40 questions and document their responses for your records. This information helps you determine who you want to interview.

What is the significance of Paladin vetting?

Our vetting process produces quality ratings that determine who is listed in the Paladin Registry - our minimum requirement is a 5 star quality rating. 

Why should I use Paladin's match service?

You will be matched to advisors who meet your specific requirements. You do not waste time talking to lower quality advisors who do not meet your requirements.

Why interview advisors who are profiled in the Registry?

We make it easy to research advisors before you interview them. You interview advisors with the best credentials, ethics, business practices, and services. You select the best advisor for the right reasons.

What is a 5 Star quality rating?

Paladin uses a proprietary algorithm to rate the quality of financial advisor credentials, ethics, business practices, and services. It takes a 5 Star quality rating to be listed in the Registry.

How does Paladin help me select the best financial advisor?

We provide the facts. You interview the best advisors. You select the best advisor for the right reasons. 

How does Paladin save me time?

We gather data from advisors, we check the accuracy of the data, we review public data, and we rate the quality of advisors for you. You do not waste time interviewing lower quality advisors.

How does Paladin facilitate my contact with advisors?

We email you advisor names with links to their online profiles in our Registry. We simultaneously email your information to advisors so they can initiate contact by telephone or email.

How many advisors are referred to me for interviews?

We refer one to three advisors - subject to availability. We recommend talking to more than one advisor so you have a choice. You can also tell us how many advisors you want to interview.

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