For Advisors

Frequent Questions

Why does Paladin provide so many free services to investors?

Investor services create traffic that produces qualified prospects for members of the Registry.

Why haven't I heard of Paladin?

We have not marketed the Registry to advisors since 2004. 100% of our marketing budget is allocated to strategies that produce traffic and investor referrals for our members.

Why does Paladin limit Registry membership to RIAs and IARs?

We believe investors are better served by financial fiduciaries who provide advice and ongoing services for fees.

Does Paladin limit the number of advisors in the Registry?

There is a hard cap for Platinum and the number of Gold members is based on the quantity of referrals we produce in each market area. Silver and Bronze Directory memberships are relatively unlimited.

How does Paladin determine advisor quality?

We use a proprietary algorithm that has 17 weighted criteria. For example: Education, experience, certifications, registrations, fiduciary status, compliance record, method of compensation, and wealth services.

How does Paladin prioritize advisor listings in its Directory?

The two determining factors are service level and proximity to investors. For example, we list Platinum, Gold, Silver, and Bronze in this order. Which member is listed first is based on proximity to the investor.

Why would an advisor select the Bronze service level? 

Bronze is designed for advisors in smaller cities where we may have no members or a small number of members. Bronze is not recommended for advisors in major cities. Our goal for Bronze is better geographic coverage in smaller cities.

Does Paladin have lower standards for Bronze members?

We do not. All members must score in the 90th percentile or higher when we rate the quality of their credentials, ethics, and business practices.

Why does the Registry only profile 5 star rated advisors?

Years ago we profiled 3, 4, and 5 star rated advisors, but Investors told us they only wanted to interview advisors who achieved our highest rating. Plus, 3 and 4 star rated advisors did not want to explain lower ratings to investors.

Does Paladin profile different advisors in its Registry and Directory?

They are the same advisors. The key difference is how investors conduct their searches for advisors. Investors who conduct their own searches use the Directory. Investors who want help conducting their searches use the Registry's free 5 Star match service.

Does Paladin sell investor and advisor contact information to third parties?

Absolutely not. Investor and advisor contact information is protected by our strict Privacy Policy that is audited by Truste.

What types of investors use the Registry to find advisors?

They are almost 100% individual investors. Their average available asset amount is $420,000. 14% of our referrals are investors with more than $1 million of available assets.

How many referrals can I expect from the Registry?

We need your input to answer this question. What is your service level selection (Bronze, Silver, Gold, Platinum), your minimum asset requirement, your location, your services (planning, investment, both), and your willingness to meet at investor locations (first meeting).

Key Contact

Have a question? Contact Jack Waymire

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