Why did this financial advisor select Paladin’s Advantage Series of digital marketing services?

Background

Bill is a financial advisor who left a wirehouse to start his firm in Dallas, Texas. His non-compete clause just expired so he is free to begin marketing his advice and services to his previous clients. He recognized the importance of establishing a strong online presence to help his credibility when he began bringing past clients over to his new firm and winning new clients. For this reason, Bill began exploring digital marketing solutions for his firm.

• Staff: Bill plus one support person
• State registered RIA
• Acknowledged fiduciary
• Fee-only compensation model (asset-based, subscription model) 
• Marketing budget: Somewhat limited
• AUM: $54.8mm
• Minimum asset requirement: $250,000
• Target market: Younger professionals (25-45)
• Primary services: Comprehensive planning and investment management 

Challenges

Based on the current size of his firm, Bill has to wear multiple hats: Marketer, planner, investment advisor, administrator, etc. He does not have time to build his own digital marketing presence.

Know His Name: A large number of investors (past clients, friends, family, prospects) already know his name and the name of his new firm. They will enter this information into a search engine to learn more about his firm. Consequently, he needs a modern competitive website that represents his new firm on the Internet. 

Budget Constraints: Initially, Bill can only afford website services and not the full suite of digital marketing solutions that include SEO, video, advertising campaigns, and other more sophisticated online marketing services.

Future-Proofing: Bill wants a solution that can grow with his business, allowing him to add services like SEO when he has a bigger marketing budget.

Consistency and Efficiency: Preferring to avoid the hassle of coordinating with multiple agencies, Bill seeks a single, reliable digital marketing partner.

Why Paladin?

Paladin has been delivering digital marketing services to financial advisors since 2003. 

Comprehensive Digital Marketing Solutions: Paladin is known for offering a full spectrum of digital marketing services tailored for financial advisors. This includes both website development and SEO services, among others. Paladin’s ability to provide a one-stop solution made it an attractive choice for Bill, aligning with his desire for a scalable and integrated digital marketing strategy.

Expertise in the Financial Sector: Paladin specializes in serving financial advisors, which means its team has a deep understanding of the industry’s unique needs and regulatory requirements. This expertise ensures that the website and future SEO strategies will be compliant with financial regulations and tailored to attract Bill’s target clientele.

Cost-effective Solutions: Paladin offers competitive pricing for website services, making it accessible for small firm owners like Bill. The transparent fixed fees and scalable service packages mean Bill can start with what he can afford without sacrificing quality.

Future Scalability: Paladin’s flexible service offerings mean Bill can seamlessly integrate additional services like SEO when his budget allows. This ensures continuity and consistency in his digital marketing efforts, as the same team that designs and develops his website will also manage his SEO, ensuring a cohesive strategy.

Anticipated Outcomes

Professional Online Presence: With Paladin’s website services, Bill expects to launch a professional, user-friendly website that effectively communicates his firm’s value proposition and services to potential clients.

Low Risk: Bill appreciates Paladin’s month-to-month relationship with its clients. There are no onboarding payments or contractual obligations, such as a minimum time commitment. 

Credibility & Trust: Bill needs digital marketing services that include high-quality content that builds his online credibility and trust with investors who may or may not know his name.

Scalable Growth: As his firm grows and Bill’s marketing budget increases, he plans to invest in Paladin’s SEO services to enhance his online visibility, attract more traffic to his website, and ultimately convert that traffic into clients.

Long-term Partnership: By choosing Paladin, Bill establishes a relationship with a digital marketing agency that understands his business and can support his marketing needs as they evolve.

Conclusion

Bill’s selection of Paladin’s website services is driven by the agency’s comprehensive offerings, industry expertise, cost-effectiveness, and scalability. This choice not only addresses his immediate need for a professional website but also sets the foundation for a long-term digital marketing relationship that can grow with his firm. As Bill looks forward to adding SEO services, he is confident in Paladin’s ability to support his firm’s journey toward greater online visibility and new client acquisition.