Financial Advisor Tools that Improve Marketing Results

Financial Advisors have spent a lot of money on websites, presentations, direct mail services, and marketing tools that were supposed to help them grow their businesses. But, many of the tools and services ended-up gathering dust because they required financial Advisors to make substantial changes to their current marketing processes. Other tools and services were discontinued or discarded because they didn’t work as advertised. PaladinRegistry.com (Paladin) provides a number of marketing tools and services for financial planner and financial advisors that have one unique characteristic. You can’t buy these marketing services. Financial Advisors have to qualify for membership in the Registry and if you are admitted you have access to all of the tools and services for one fixed monthly fee. Paladin provides two types of services: those that increase your number of prospects and those that improve your marketing results.

Qualified Prospects

The number one marketing problem for most financial Advisors is enough qualified investors to fill their prospect pipelines. Paladin solves this problem by marketing the Registry to investors and matching investors to members of the Registry.

Differentiation

The number two marketing problem for most financial Advisors is differentiating themselves from their lower quality competitors. All Advisors market themselves as ethical, financial experts. This is a major selection problem for the 83.7% of investors who do not know how to determine the quality of Advisors. The Registry provides a rating and tools that are very effective in helping you differentiate you and your services from your competitors.

Documentation

The number three marketing problem for most financial Advisors is building credibility with investors so they convert a high percentage of their prospects into clients. Registry documentation for your credentials, ethics, business practices, and services adds to your credibility and makes it safe and easy for investors to select you. Your Registry documentation is a proof statement about you that was produced by an independent, objective third party.

Tools & Services

Paladin also produces a number of marketing tools and services that financial Advisors use to support their marketing efforts. For example, there are ratings, icons, certificates, press releases, Internet publishing services, investor education, and a robust contact management system. Financial Advisors also use a Registry certificate as documentation for their competence and ethics.

Internet Visibility

A combination of Paladin services, combined with your website, dramatically increases your presence on the Internet. A recent survey showed 98.2% of Registry members own websites or are profiled on websites, but only 7.6% said they derived any significant marketing value from them. This is a disturbing statistic because some members have spent substantial amounts of time and money developing and maintaining their sites. Paladin services can increase website traffic and Internet results.