The Registry has produced qualified leads for financial advisors since 2004

Lead Generation

We produce leads exclusively for advisors who are members of our Registry.

Types of Leads

Registry leads are individual investors who are seeking planning and investment services. Examples of leads include investors who are:

  • Replacing current financial advisors
  • First-time users of advisor services (rolling 401k assets into IRAs)
  • Do It Yourself investors transitioning to financial advisors
  • Relocating to a new city
  • Special situations (inheritors, divorcees, widows)

Leads from Paladin’s Website

There are more than 300,000 references to Paladin and the Registry on the Internet.

We rank for several hundred keywords that produce thousands of visitors to our principal website.

Our websites use Inbound Marketing principles to convert visitors into leads.

Leads from Affiliates and Media

We also affiliate with third parties to increase our Internet visibility and reach.

We advertise the Registry on affiliated websites that have substantial traffic for investors who are seeking financial information and services.

Media is another source of leads when they write articles about Paladin or quote our founder who has written two books on advisor related topics. Google search “Paladin Registry” to view articles, quotes, and references.

Inbound Marketing

Paladin does not solicit investors (cold calling, direct mail) for advisors. All leads are produced by Paladin marketing efforts that require investors to initiate contact with Paladin and the advisors who are profiled in its Registry.

Data Gathering

Paladin uses a variety of landing pages to gather data from investors.

The landing pages also educate investors about contacting, interviewing, and selecting advisors.

We provide the landing page information to our members during the match process.

Validating Leads

Paladin search consultants are responsible for:

  • Validating the accuracy of investor data
  • Matching investor data to member data
  • Sending simultaneous, introductory emails to investors and members
  • Following-up with investors

Allocating  Leads

A Registry computer program rotates available leads between Registry members based on their locations, minimum asset requirements, services, recent activity, and marketing budgets.

Quantity of Leads

Your number of leads will be based on your location, minimum asset requirement, and monthly PAL marketing budget. We use best efforts to produce the number of leads that are covered by your PAL budget.

Want to learn more about Paladin's lead generation services for financial advisors?

We produce and process qualified leads for you.
How can we help?

How can we help?