Frequent Questions

How does your match service work?

Investors submit information to us (available assets, service requirements). We use the information to "match" them to advisors who are profiled in the Registry. For example, a match occurs when investor assets are higher than your minimum asset requirements.

How does Paladin know it produced $27 billion of investor referrals for advisors?

Investors input their available assets when they use our Registry match service. The actual asset amount is higher because we do not have available asset data for investors who use our Directory to conduct their own searches.

What is InvestorWatchdog.com

We want to generate as many referrals as possible for advisors who are profiled in the Registry. We need substantial investor traffic to accomplish this goal. The role of Investor Watchdog is to produce that traffic. It is the first website that provides a broad array of free tools and information to investors who use the services of financial professionals.

Why do advisors select Bronze when it does not provide referrals?

Bronze advertisers share referrals with partners who subscribe to higher Registry service levels (Gold or Platinum). Meanwhile they minimize their cost for being profiled in the Regsitry.

Why do some partnerships advertise both advisors at the Silver service level?

The partners want to increase their Directory advertising space for one or more locations. 

Does Paladin Registry and Investor Watchdog have the same minimum requirements for advertisers?

No, they do not. The Registry has higher minimum standards for advertisers.

Do I sign a contract to use Paladin's marketing services? 

No you do not. There are no contracts and your relationship with the Registry is month-to-month. You can terminate our services at any time with an email or telephone call.

Do I pay additional fees for referrals to qualified investors? 

No you do not. There are no referral or lead generation fees. Your fixed service fee covers all referrals regardless of source. 

Do I pay an initiation fee to be screened by Paladin?

No you do not. There are no initiation, start-up, administrative, screening, or renewal fees. 

How many referrals can I expect from the Registry?

We need the following information to answer this question: Your service level selection (Silver, Gold, or Platinum), your minimum asset requirement, your location, your services, and your willingness to meet investors at their locations.

Key Contact

Have a question? Contact Jack Waymire

For Advisors