Marketing is the one expense that can make you money

Service Fees

We provide lead generation services for two types of fees: Fixed and PAL. You select the type of fee that works best for you.

Fixed Fee Membership

Select a fixed fee arrangement that covers your membership in the Registry and the cost of the leads that we produce for you. Fixed fees vary by location and minimum asset requirement.

PAL Membership

Establish a monthly marketing retainer that we use to produce leads for you. This fee arrangement increases the marketing dollars that Paladin has available for the production of leads.

Month-to-Month

All of Paladin’s lead generation services are based on month-to-month relationships. There are NO contracts, NO annual payments in advance, NO minimum time commitments, and NO service initiation fees.

PAL Retainers

Your PAL retainer amount is based on:

  • The number of leads you would like to receive each month
  • Your minimum asset requirement
  • Your location (population)

Your retainer amount also acts as a cap. We will not exceed this amount on a monthly basis. Talk to a Paladin representative if you would like to establish a retainer without a cap.

We debit your PAL account when we produce leads for you. Any unused PAL dollars are rolled over to the subsequent month. We bill as necessary to replenish your account and any unused PAL dollars are refundable.

Electronic Billing

All billing arrangements are electronic. You can start and stop your billing at any time with a telephone call or email.

ROI

Based on your minimum asset requirement, one new client can cover the Registry’s annual marketing expense for as many years as you retain the client.

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

Our service fee is an investment in the growth of your firm or practice.
How can we help?

How can we help?