How To Find An Advisor

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twynn

This presentation is intended to educate people on how to find the right financial advisor.

Economy & Finance Business

Why is Selecting a Quality Advisor so Difficult? ,[object Object],[object Object],[object Object],[object Object],[object Object],Source: Paladin Registry

How do Advisors Hide Information? ,[object Object],[object Object],[object Object],[object Object],Source: Paladin Registry

Why Hide Information? ,[object Object],[object Object],[object Object],Source: Paladin Registry

Financial Advisors vs. Sales Representatives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Source: Paladin Registry

Fiduciary Advisors ,[object Object],[object Object],[object Object],[object Object],[object Object],Source: Paladin Registry

How to use an Objective Selection Process ,[object Object],[object Object],[object Object],Source: Paladin Registry

Verbal Information vs. Documentation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Source: Paladin Registry

Important Selection Questions ,[object Object],[object Object],Source: Paladin Registry

Some key questions and responses include the following: ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Compliance Record ,[object Object],[object Object],[object Object],[object Object],Source: Paladin Registry

The Process of Elimination ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Source: Paladin Registry

The Process of Elimination ,[object Object],[object Object],[object Object],[object Object],Source: Paladin Registry

Your Final Selection Decision ,[object Object],[object Object],Source: Paladin Registry

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