We Are The Digital Marketing Agency For Firms In The Financial Service Industry

About Us

We help financial industry firms market their services to investors and 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 2003. It became the foundation for online services that Paladin used to connect financial advisors to more than 150,000 qualified investors.

Digital Marketing

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 for new clients.

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 deliver individual services that target particular market niches.

Our principal roles are to increase our clients’ Internet visibility, generate more traffic for their websites, and build custom websites the convert visitors into qualified leads.

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

Hubspot Certified Agency

We are a certified HubSpot Gold Level agency partner. Our clients benefit when HubSpot’s fully integrated technology is added to 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’s specialized industry and digital marketing knowledge with Hubspot’s state of the art technology, our clients have a world class digital marketing solution that produces measurable results.

Why Paladin?

We are a unique blend of industry and digital marketing knowledge.

Our principals spent decades in the financial service industry before they left to start Paladin. All of their time was spent marketing financial advice and services to financial advisors, individual investors, and institutions.

Today, we are experiencing what many financial firms are calling the new normal.

In the future, it is already here, marketing financial services will be a blend of traditional and virtual best practices. Marketing will never revert back to the old normal. Advisors have to be prepared to do both.

Inbound marketing is the new normal. In this case, Investors use the Internet to find, research, and contact financial advisors for interviews. This made it possible for financial advisors to use digital marketing to facilitate this type of contact.

Our digital marketing services help financial advisors make digital marketing their best source for new leads, prospects, and clients.

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