Digital Marketing Agency for Firms in the Financial Service Industry

About Us

Our agency has helped financial advisors market their services to investors since 2003.
We wrote: “Who’s Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor“. This book was published by John Wiley & Sons in 2003. It became the foundation for services that Paladin provided to investors and financial advisors.

5 Steps

Our second book, published in 2018, 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.

This book became a business model for financial advisors who use the Internet and Inbound Marketing to produce new clients for their firms.

Paladin Digital Marketing Websites
Digital marketing for RIAs-Paladin Digital Marketing

Digital Marketing Agency

Paladin is a digital marketing agency that works exclusively for financial industry firms.

Our agency increases our clients’ Internet visibility and website traffic. Then we develop, host, and maintain custom websites that convert more website visitors into qualified contacts.

Today, Paladin provides more than 20 digital marketing services that can 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.

paladin digital marketing Hubspot agency

How the Internet Changed the Game

Financial advisors spent decades using Outbound Marketing strategies to initiate contact with investors. Advisors also controlled the information that investors used to make their selection decisions.

The Internet has changed all of that. Today, investors use the Internet to conduct their own searches to find financial advisors. Then they use the Internet to research advisors. They can maintain their anonymity until they are ready to talk to advisors.

What they see on the Internet impacts who the investors contact and select.

The Internet is a game changer.

Why are so many RIAs moving to digital marketing?

Is it because old marketing strategies are obsolete? Or, does digital marketing produce superior results?

Our Scorecard service provides Findings & Tips that will improve your digital marketing results.