Member Services - For Advisors


Registry Referrals

This marketing service connects investors to financial advisors and firms who are profiled in our Registry.

  • Select Marketing + Referrals if you are seeking qualified prospects
  • Investors use the Registry to find vetted, rated financial advisors
  • You must be a member of the Registry to receive investor referrals 


Increasing numbers of investors use the Internet to find, screen, vallidate, and select financial firms and advisors. Robos and Virtual Advisors are creating increased Internet exposure for all types of advisors and firms. 

We have spent the past 12 years producing qualified referrals for members of our Registry.

  • We gather data from investors 
  • We screen the data for accuracy
  • We match investor data to member data

Sources of Referrals

Paladin uses three core strategies to produce qualfied referrals that initiate contact through our websites:

  • Search Engine Optimization
  • Social Networks
  • Media Relations

Paladin uses two additional strategies to produce referrals through search engines and third party websites:

  • Search Engine Marketing 
  • Preferred Partners Program

Have a question?

Email or call 916.253.3334 (Pacific).

Ready to start interviewing financial advisors?

  • Our proprietary program connects you to the right financial advisors.
  • We validate and document advisor credentials, ethics, and business practices for you.
  • You select the advisors you want to interview.