Company info:Top Executive: Jack Waymire
69 Lincoln Blvd, A-275
RIA department info:Contact: Debbie Freeman
- Founded in 2003
Q&A:What is the service or product you offer to RIAs?
We have been matching pre-screened investors to financial advisors who practice full disclosure since 2003. We host professional profiles that document advisor credentials, ethics, and business practices on our website. We provide advisor profiles to investors who use the information to screen and select financial professionals in their communities. We increase advisor visibility on the Internet. We provide tailored support services to advisors who are marketing their practices on the Internet for the first time.How do you differentiate your offering from competitors?
We do not sell investor leads to financial advisors. Advisors pay a fixed monthly fee that covers all Paladin Registry services except the certification of advisor credentials and ethics. Because our relationship with advisors is month-to-month we are focused on meeting their expectations for value. Our professional profiles deliver the information investors say they want when they select financial advisors. We are registered with the SEC and meet all of its requirements for firms that refer investors to advisors. We have generated more than $27 billion of investor referrals for advisors who are profiled in the Paladin Registry. More than 12,000 investors per month use the services and information on our websites.What else would you like to say about your business?
Paladin also owns and operates www.InvestorWatchdog.com. This website provides a comprehensive set of free tools and information to investors who use the services of financial advisors. No other website provides its combination of tools and information. Watchdog has its own Directory and it generates referrals for advisors who are profiled in the Paladin Registry. Increasing numbers of investors are using the tools, services, and information on this website. Advisors who are profiled in the Registry are also listed in the Watchdog Directory.
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|Words and a handshake are well and good, but and IPS is forever, and your client will thank you for it|
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How one firm is supposedly cracking the lead generation code to the tune of 50,000 advisors supplied -- by, for now, not trying to create referralsInvestor Watchdog, FreeRetirementReport and Vestorly are among the firms seeing growth but are grappling with vetting issues -- of both advisors and clients
|Firms like Personal Capital, Covestor and Betterment are garnering both media attention and big VC bucks -- but backers severely underestimate the tie between investor and advisor|
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