We pioneered using the Internet to produce leads for financial advisors (since 2004)

Why Select Paladin?

We are a pioneer in the use of digital marketing business practices to produce new clients for financial advisory firms and professionals.

Our Specialized Knowledge

We know a lot about investors and the financial advisors who serve them. In fact, we have written two books that connect investors to the best advisors:

  • Who’s Watching Your Money? (Wiley, 2003)
  • 5 Steps for Selecting the Best Financial Advisor (Amazon, 2014)

The more recent book describes how the Internet has changed the game for investors and the financial advisors who serve them.

RIAs & IARs Only

We provide digital marketing services to one type of client – RIAs and IARs that own their firms, brands, and websites. We do not provide digital marketing services to any other type of client.

Unique Experience

We have provided digital marketing and lead generation services to hundreds of financial firms and professionals since 2003. This has given us unique insight into the business practices that produce the best results.

Team of Experts

We are a team of industry, marketing, and technical professionals who are uniquely qualified to help RIAs and IARs use digital marketing to accelerate the growth of their firms and practices.

Our team includes digital marketing consultants, designers, developers, graphic artists, videographers, copywriters, editors, and other specialized professionals.

Menu of Services

We provide a comprehensive array of digital marketing services. You may select a specific service you want to outsource or a combination of services that will fit your marketing budget.

Best Marketing Practices

We take the guesswork out of developing digital marketing platforms that produce qualified leads for our clients.

We have conducted extensive market research to determine how investors use the Internet to find, screen, and contact financial advisors. The result is best practices for financial advisor websites and Inbound Marketing.

Your Digital Marketing Department

We can be your digital marketing department. You outsource work to the us that you are not staffed to complete inhouse.

You can do the work yourself or you can hire Paladin’s team of professionals to be your digital marketing department for less than the cost of a part-time employee.