About Us
Our agency has helped financial advisors market their services to investors since 2003.
5 Steps
We co-authored a second book, published in 2018, that 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 virtual relationships between investors and their financial advisors. This method of interaction became the new normal during the pandemic.
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.
The Internet Has Changed The Game
It wasn’t that long ago when financial advisors initiated contact with investors and controlled all of the information that these prospects relied on to select advisors.
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. And, they can protect their identities until they are ready to talk to advisors.
What they see on the Internet impacts which advisors they contact to schedule interviews.
The Internet has changed the game. Control over the process has largely shifted from advisors to investors.
