Are we right for you?

Paladin is owned by employees who are active in its business.

April 1, 2003

Paladin provides a comprehensive array of digital marketing services.

Paladin can serve both if they own their brands and websites.

No.

We have more than 25 years of experience working with dozens of compliance officers from different firms. Paladin also uses a variety of screens based on compliance requirements.

Paladin has seven, bundled service levels: Advantage Series (I, II, III), Pro Series (I, III, III), and Premier.

Yes, Paladin has two professionals on its team who can provide FCMO services. Both have 25 or more years of experience marketing financial advisors to retail and institutional clients.

Yes, Paladin has extensive experience marketing B2B (financial advisors to other financial advisors).

Yes, both Paladin founders came from the financial service industry where they held senior marketing positions.

Yes, all we require is 30 days written notice to upgrade the levels of service.

Advantage is focused on website services that build online presence, credibility, and trust. We also provide visitor engagement tools for Advantage III clients.

Pro is focused on custom services that include websites, SEO, video, SEM and other digital marketing tools that build online visibility and website traffic.

In general, they are larger firms that are seeking a full-service digital marketing department without taking on the cost of full-time employees. At this level, they can also determine the categories and amounts of services they are seeking. 

We realize digital marketing is new to a high percentage of financial advisors. We do not want clients to feel they are taking a substantial financial risk then they select Paladin for their agency partner.