MEET Paladin Advantage

Built for Independent Financial Advisors Who Want a Smarter, Simpler Way to Expand Their Presence Online

The Advantage Platform offers AI-powered digital marketing for financial advisors, designed to attract and engage investors without adding complexity or straining your budget.

Advantage is ideal for RIAs and IARs who want a professional digital presence, visitor engagement tools, and original, AI-powered content, without the overhead of hiring a marketing team or building everything from scratch.

The Bottom Line? 

  • You interact with leads, prospects, and clients.
  • We power your online visibility and traffic.

What’s Included

Modern
Financial Advisor Websites

Our financial advisor websites are SEO-optimized to attract and engage with visitors.

Financial
Advisor Content Marketing Engine

Using our AI-powered content brief engine, you can grow your online visibility with original, SEO-optimized blog content.

Visitor
Engagement, Lead Capture & CRM Integration

Turn your advisor website traffic into an engagement tool. Connect with advisor website visitors through lead magnets, built-in forms, and automation that connect to your CRM.

AI-Powered
Prospect Nurturing Tools

Grow your online visibility with SEO-optimized blog content, social media posts, and financial advisor email campaign ideas from AI-powered content briefs. Build trust and stay top of mind.

Simplified Pricing

$950/mo
Customized AI website for financial advisors-Advantage
Add-On Services

Done for You Marketing Services

Personalized Onboarding
Don’t have time to configure your new Advantage website? We can help.
We’ll Set It Up While You Stay Focused on Your Business.
Our personalized onboarding service handles the setup process so you don’t have to.
Fractional Marketing Manager
Need help running your digital marketing campaigns?
Get expert marketing support without adding full-time staff.
We’ll help build your content calendars, generate original blogs, and offers faster Help Desk access.
Website Copywriting
Don’t have the time or inclination to create your own website copy?
Because First Impressions Matter.
Let us help you craft the right messaging that targets your ideal audience(s).
Lead Generation/Reputation Building
Ready to connect with prospects? Use our third-party partners for immediate lead gen.
Build Trust and Grow Your Pipeline Without Adding to Your Workload.
Connect with more of the right prospects while building your online credibility.