The Registry has produced leads for financial advisors since 2004

Lead Generation for Financial Advisors

Paladin Registry is a lead generation service that is owned and operated by WiserAdvisor.com.  

Sources of Leads

The Registry uses a combination of Search Engine Optimization, Search Engine Marketing, company-owned websites, and third-party websites to produce leads for financial advisors and firms.

For example, there are more than 375,000 references to Paladin and the Registry on the Internet. The Registry also ranks for several hundred keywords that investors use to find, research, and learn more about financial advisors.

Types of Leads

Registry leads are individual investors who are seeking professionals who provide planning and investment services. Some leads may also be seeking insurance or tax advice.

Inbound Marketing

All Registry leads are produced using Inbound Marketing – that is, investors initiate the contact. The Registry does not solicit investors on behalf of financial advisors.

Validated Leads

All leads are validated by a team of search consultants before they are sent to advisors who are profiled in the Registry.

Pricing

You pay a membership fee plus a marketing fee for each lead. The membership fee covers the Registry’s operating costs. The marketing fee covers the cost of producing the leads.

Registration

Registration is free, easy, and confidential. You open an account so the Registry can password protect your information. You complete a questionnaire that the Registry uses for vetting and the development of your professional profile. Click here to get started.

Have a question?

Email wa.assistance@wiseradvisor.com or call 703.651.2060 (ET)

 

Start receiving leads as soon as you are activated in the Registry.

How can we help?

How can we help?