We have written two books about investor/advisor relationships.
The Internet Connection
We launched an investor education website in 2004 that was based on the 17 principles in our book. A second version of the website was launched later that year that featured a national Registry of 570 vetted financial advisors.
Our second book taught investors how to use the Internet to find, research, and contact financial advisors: 5 Steps for Selecting the Best Financial Advisor, How the Internet Has Changed the Game For Investors and Financial Advisors.
Digital Marketing Agency
In 2014, Paladin began receiving requests for digital marketing services from financial service firms that wanted to expand their Internet visibility, increase their website traffic, and convert more website visitors into leads.
Paladin responded to this demand by recruiting a team of specialized professionals and developing a comprehensive array of digital marketing services that could be tailored to the specific needs of our clients.
Hubspot Certified Agency
We are proud to be a certified HubSpot Gold Level agency. Our clients benefit when HubSpot technology is integrated into their digital marketing systems. One fully integrated platform manages multiple digital marketing campaigns for our clients.
How the Internet Changed the Game
According to Google, one of the biggest Internet trends is the way people use its search engine to find, research, and contact professionals: Advisors, CPAs, attorneys.
The Internet makes it possible for investors to maintain their anonymity while they search for the best advisors. What they see on the Internet impacts who they contact for interviews.
There is a major business opportunity for advisors who know how to make the Internet their best source for new clients, assets, and revenue.