There is no substitute for our 20 years of digital marketing experience.
Our most important results: Online visibility, website traffic, and qualified leads.
In the beginning, our goal was simple. Educate investors about independent financial advisors.
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 December 2003. Paladin launched its first advisor/investor website in April 2004. The website promoted the book, educated more than 2,000,000 investors about financial advisors, and provided vetted financial professionals and firms to more than 150,000 investors.
The Internet is a Game Changer
15 years later the same Paladin principal co-authored a second book that was published by Amazon in 2018. This book 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. The book was written for investors and financial advisors who wanted to use the Internet to build brand awareness, credibility, trust, and produce leads for their firms.
The Rise of Digital Marketing
Paladin evolved into a digital marketing agency when increasing numbers of financial advisors began requesting these types of marketing services.
Paladin made the strategic decision to work exclusively for firms in the financial service industry (B2Cs and B2Bs).
Today, we work for a limited number of firms that market their services on the Internet. Our clients range from breakaways and other types of startups to established firms with billions of dollars of AUM.
Our clients can outsource all of their Internet marketing work to us or we can partner with their in-house marketing professionals.
Our HubSpot Partnership
We are a Certified HubSpot Agency Partner (Gold Level). Our clients benefit when HubSpot’s industry-leading technology is combined with Paladin’s state-of-the-art digital marketing services.
HubSpot software provides everything our clients need to run an automated inbound marketing sales funnel that grows traffic, nurtures leads, generates prospects, and reports results.
HubSpot is a highly recommended but optional service. Paladin can also support other CRM systems including Salesforce, Redtail, Constant Contact, and others.
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