Financial advisors and firms use our lead generation services and marketing tools to accelerate the growth of their businesses.
You open an account so we can password protect your information.
You complete a Registry questionnaire. We use your responses for vetting and the development of a professional profile that we provide to investors.
We gather four types of information in our questionnaire:
- Credentials: Experience, education, certifications
- Ethics: Compliance record, fiduciary status
- Business Practices: Method of compensation; reporting
- Financial Services: Planning, investment
Our vetting process determines who is profiled in the Registry. We will email you the results in three business days or less.
80% of the information in the profile is public data or one of your business practices.
Click on this link to access our registration process.