Jack Waymire

Jack Waymire

Jack Waymire worked in the financial services industry for 28 years. For 21 years he was the president of a registered investment advisory firm with more than 50,000 clients. He left the industry in 2003 when his book (Who's Watching Your Money?) was published by John Wiley. The following year he launched an investor education website (www.PaladinRegistry.com) that was based on the content in his book. In 2014 he launched Paladin Digital Marketing to provide inbound marketing services to registered investment advisors. Jack is a columnist for Worth magazine, a frequent blogger on major financial sites, and widely quoted in the media including the Wall Street Journal, Forbes, BusinessWeek, Bloomberg, and Kiplinger.

The Fiduciary Wars of 2013

We know there are four primary types of financial professionals who market investment advice, services, and products to the public: Planners, advisors, managers, and sales...

5 Ways to Identify Fake Financial Planners

It is fair to say every family in America needs a financial planner. A high quality plan is your roadmap to a secure financial future:...

5 Reasons Why Investors Pay Fees to Financial Advisors

There are two ways to pay financial advisors for their services: fees and commissions. You pay fees to financial advisors that are usually deducted from...

Financial Advisor Rating is an Art

How do you develop a financial advisor rating for a professional who does not have a track record? You have no way to determine if...

The Best Way to Find a Financial Advisor

Financial advisors use a number of marketing strategies to meet investors. At the same time, investors use a number of strategies to find a financial...

What is an Investment Performance Benchmark?

A Benchmark is a performance goal. Your advisor is paid to produce results that beat the performance of your benchmark. If your advisor does not...

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