The Registry has produced leads for financial advisors since 2004

Lead Generation Services 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 1,000,000 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, tax, or legal advice.

Inbound Marketing

All leads are produced using Inbound Marketing – that is, investors use the Internet to initiate the contact with financial advisors. 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

Advisors pay an annual membership fee plus a lead generation fee for each prospect. The membership fee covers the Registry’s operating costs. The lead generation fee covers the costs for producing and validating leads.

Registration

Registration is free, easy, and confidential. Advisors open accounts so the Registry can password protect the information. The only other step is completing a questionnaire the Registry uses for vetting and the development of professional online profiles. 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?