82% of investors visit financial websites before they contact them.
What investors see on financial advisor websites impacts who they contact for initial interviews.
- Does the website provide the information that investors are seeking?
- Is the website modern, fast, and efficient?
- Is all of the information intuitive and easy to understand?
- Is the website competitive with other financial advisor websites?
The performance of your current website will help you answer these basic digital marketing questions.
Service Categories
Advantage provides eight categories of AI-driven digital marketing services to independent financial advisors.
1
Onboarding & Strategic Services
Using an online questionnaire, we gather the information we need to produce and deliver digital marketing services tailored to your firm’s requirements, business model, and goals.
Provides input for website content
Based on target markets
Documents your firm’s features and benefits
Describes your differentiating characteristics
2
Website Services
The foundation of any digital marketing strategy is a state-of-the-art website that competes with other financial advisor websites.
Done-for-you, AI driven content
Access to modern images and a graphics library
- You can edit our content
- You provide your own content
- Branding kit to personalize your site with colors, logos, and fonts
One-click compliance
Visitor engagement tools to expand your drip list
Archiving for public information
AI-driven, on-page SEO
Best practices navigation for competitive websites
SSL Security
Fully responsive for all mobile devices
Meets all of Google‘s performance standards
Includes hosting, maintenance, updates, enhancements
3
Building Credibility, Trust, and Visibility
Advantage provides several content marketing services that build online credibility and trust so investors are comfortable initiating engagements with your firm.
Access to editorial calendar recommendations
- AI-driven content briefs
- Finance topics you can use to create new, original SEO-targeted content for your site
- Edited by you
Insert testimonials onto your site
Create announcement banners for special events
Curated social media posts you can use to promote your services further each month (3 per month)
Listings in 75 online directories to help boost local visibility
Optional pages or functions to increase online transparency
- Compensation, fees, custodian, affiliations
4
Website Engagement Services
We provide several services that facilitate investor engagements on your website. You select the ones that work best for your firm:
eBooks
Checklists
Calculators
Email Marketing Content Ideas
CTAs (Calls To Action)
5
Approval Process/Compliance Services
Paladin has worked with industry compliance departments and professionals at more than 100 firms.
All content reviewed and approved by firm principals
All content reviewed and approved by firm compliance
Compliance-friendly content creation
One-click compliance (RIA, B/D)
Archiving
6
Client Service Desk
You may want to discuss your digital marketing requirements or technical issues with one of Paladin’s consultants.
Your access is via email or chat.
Next business day responses
Monthly newsletter with digital marketing tips
- Success stories
- Stay up-to-date on new Advantage functions
- Read tips for improving your digital marketing results
7
Data Gathering & Analytics
Financial advisors use our data to fine-tune their digital marketing strategies:
Connect to your CRM (Wealthbox/Redtail)
Google Analytics tracks visitor behavior and site performance
eBook tutorials
8
Advisor Learning Center
The more you know about digital marketing, the higher the probability your efforts will produce the results you are seeking. As an Advantage user, you will have access to a wide range of advisor marketing content:
eBooks
Blog articles
Videos
Is Your Current Website Costing You Clients?
Upgrade to an AI-Powered Financial Advisor Website Today!
Boost your online presence with a cutting-edge, affordable Advantage Series website. Schedule a call with our RIA/IAR digital marketing experts to learn more.
Contact Us to schedule a call