One new client can cover your annual membership fee for as many years as you retain the client.
Registry memberships are month-to-month. There are no contracts, time commitments, or payments in advance.
A fixed monthly fee covers Registry leads and marketing tools.
The Registry has four lead generation service levels: Platinum, Gold, Silver, Bronze.
Service levels impact the number of leads that we produce for you and your visibility in our Directory application.
Talk to a Paladin representative to make sure you select the right service level for your business and market.
Types of Membership
Select a Professional Membership if you want to profile one financial advisor.
Select a Firm Membership if you want to profile multiple advisors.
Your location can impact your service level selection. For example, advisors in major population centers typically select Platinum, Gold, or Silver memberships. Advisors in smaller cities usually select Gold, Silver, or Bronze memberships.
Your minimum asset requirement can also impact your service level selection. For example members with higher asset requirements typically select higher service levels. Members with lower asset requirements may select lower service levels.