Empowering Your Firm to Compete in the Financial Advisor Digital Marketing Revolution!
More financial advisors partner with Paladin for next-gen digital marketing services.
What is the revolutionary change?
The Internet has revolutionized how financial advisor firms market their services to individual investors, families, and small businesses. Traditional Outbound Marketing tactics, like cold calling, have become largely obsolete due to Caller ID and spam filters.
The Internet has empowered investors to find, screen, compare, and contact advisors, making them well-informed before they give up their anonymity and initiate contact. Today, financial firms rely more than ever on the Internet and Inbound Marketing tactics to create online visibility, website traffic, and prospects for their services.
Digital Marketing Services for Financial Advisors: Whether you're just getting started or you're a billion dollar firm, we can help you grow your online presence.
Our Advantage Series (I, II, III) can use AI-powered digital marketing software that produces competitive websites, content, social media posts, and investor engagement tools.
Monthly fees start at $295 with no onboarding fee.
Our Pro Series (I, II, III) includes custom websites, SEO, video, paid advertising, and a dedicated relationship manager. When you are a Pro client we do all of the digital marketing work for you.
Monthly service fees start at $2250 with no onboarding fee.
We combine decades of financial industry marketing experience with decades of digital marketing experience.
We are digital marketing specialists. Our only type of client is a firm in the financial service industry (since 2003).
Find Advisors
Online visibility is crucial for your digital marketing success. If investors can’t find your firm, they can’t screen or compare it to other financial advisors.
Screen Advisors
Investors are seeking financial experts they can trust. What they see on the Internet impacts who they contact for introductory interviews.
Compare Advisors
Increasing numbers of investors are using the information on the Internet to compare financial advisors. Then they contact the ones they like the best.
Why aren’t more financial advisors satisfied with their digital marketing results?
What we hear from financial advisors:
Our websites are not competitive with other advisors.
We have no online visibility that produces website traffic.
We have no in-house digital marketing expertise.
We need digital marketing services we can afford.
How we help:
We build and maintain modern, competitive websites.
Our Pro Series builds online visibility and website traffic.
Advantage is based on next-gen, AI-driven software.
Monthly fees start at $295 with no onboarding expense.
Read our Case Studies
Why did Bill select an Advantage Series service for digital marketing?
Why did Greg's firm select a Pro Series service for digital marketing?
