We are a 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 launched Paladin when a co-founder 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 online services that Paladin used to connect investors to financial advisors.

The Game Changer

Our second book, that was published by Amazon in 2018, taught investors how to use the Internet to find, research, and select financial advisors: 5 Steps for Selecting the Best Financial Advisor, How the Internet Has Changed the Game For Investors and Financial Advisors.

This book introduced digital marketing to financial advisors who wanted to make the Internet their primary source of new clients. We were there to help every step of the way.

5 Steps Selecting Financial Advisor
Digital marketing for RIAs-Paladin Digital Marketing

Our Digital Marketing Agency

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

We can bundle our services and be our clients’ digital marketing department. Or, we can unbundle our services and provide a video library or a webinar that generates new leads and prospects.

We can increase our clients’ Internet visibility, generate traffic for their websites, and build websites the convert more visitors into qualified leads.

Paladin provides more than 20 digital marketing services and five levels of service that can be tailored to the specific needs of our clients.

Hubspot Certified Agency

We are currently a certified HubSpot Gold Level agency. Our clients benefit when HubSpot’s fully integrated technology is integrated into their digital marketing systems.

HubSpot software has everything our clients need to run a successful Inbound Marketing strategy that grows traffic, converts leads, and produces positive ROI.

When you combine Paladin and HubSpot our clients can nurture visitors into leads and leads into qualified prospects for their financial advice and services.

Paladin Hubspot Partner

Inbound Marketing – The New Normal

It wasn’t that long ago that financial advisors used “Outbound Marketing” tactics to initiate contact with investors. These tactics worked when they controlled all of the information that investors relied on to select financial advisors.

Today, there is a new normal that was spawned by the Internet. Financial advisors are using “Inbound Marketing” tactics to reach investors who initiate contact with them. These tactics work when advisors own their brands and websites.

We help financial advisors make Inbound Marketing their best source for new leads, prospects, and clients.

Have you mastered the art of marketing in a digital world?

Read our eBook for tips on blogging, social media, attention grabbing calls to action and more!