In the past, your primary source of information about financial professionals was the advisors' themselves. They controlled most of the information you needed to select the right professional. They could practice full transparency or they could withhold information that may cause you to reject them.
The Internet is a major game-changer that protects the interests of investors who rely on advisors' knowledge, ethics, and services to help them achieve their financial goals. You have access to information, that is not controlled by advisors, so can make the right selection decisions.
Today, you can use the Internet to:
- Find financial advisors in your community
- Research advisor credentials and business practices
- Contact the advisors you want to talk to
You can use the Internet to select the advisors you want to talk to. And, you can maintain your anonymity until you are ready to talk. You determine who you want to talk to - not advisors who have used sales tactics to contact you in the past.
This puts control back in your hands where it belongs.
Why? Because its your money and your financial future.
Paladin Founder & Author
About Jack Waymire
Jack spent 27 years in the financial service industry. For most of those years he was the president of a national registered investment advisory firm.
During the stock market crash of 2000-2002 he wrote a book titled: Who's Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor (Amazon - ISBN 0471476993). He left the financial service industry in February 2004 to launch a website that was based on the principles in his book.
His goal was to educate investors about the risks they faced when they selected advisors who would influence or control the investment of their assets. Content in his book also helped investors select high quality advisors who put their financial interests first.
Soon after the launch of the Paladin website, his team began receiving requests from investors for the names of vetted, documented financial advisors in their communities. A national Registry of 350 vetted, documented advisors was added to the Paladin website in October 2004.
Since its launch in April 2004, more than two million investors have relied on Paladin's information and Registry services to make better decisions when they selected financial advisors.
The Internet gives you access to the information you need to select advisors with the best credentials, ethics, business practices, and services.