Financial advisors and firms register to use our lead generation service.
You open an account so we can password protect your information.
You complete our questionnaire. Our research team uses you responses for vetting and developing your professional profile.
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 review process determines who is profiled in the Registry.
Click on this link to access our registration process.