Our Comprehensive Digital Marketing Services Work Together or Separately
You choose the bundled service level or individual service that will help you achieve your digital marketing goals.
Our bundled services (Advantage, Pro, and Premier) offer a range of service combinations. Our individual services, the Select Series, enable financial advisors to select a specific service to fill a particular need.
Which bundle or individual service works best for you?
This is a comprehensive list of our current services. Some listed services are limited to higher service levels (Pro, Premier). They may also be available on an individual basis using the Select program.
Our Comprehensive Digital Marketing Services* Include:
Onboarding
We uncover your firm’s story through online questionnaires and interviews. Questionnaire responses can also fast-track websites and generate content our clients can edit.
Marketing Strategy
We review your current marketing strategy and recommend ways to improve your online results.
Website Design & Development
We capture the essence of clients with advisor-focused designs, high-quality graphics, and intuitive functionality.
Website Management
We keep your online presence current and safe with audits, hosting, maintenance, updates, and enhancements.
Content Creation
Generate leads with websites, blogs, pillar pages, and advisor-driven editorial plans.
Editing Capabilities
Refine your voice—polished by us or your team.
Social Media
Elevate your firm’s reach with strategies and posts tailored to investors’ financial pain points.
Local SEO
Get found by clients in your community via optimized Google Profiles and local directories.
Engagement Tools
Convert visitors into leads with eBooks, checklists, quizzes, calculators, and other resources that build credibility and trust.
Video Content
Build trust with avatars, welcome videos, webinars, and investor-focused clips.
Marketing Support
Lean on us for help desk support or a dedicated relationship manager.
Branding
Define your firm’s identity with logos, naming, color palettes, and advisor-centric branding.
Advertising
Grow your clientele with targeted Google and social media advertising campaigns.
Learning Center
Become a thought leader when you publish a consistent flow of new high-quality content (Blogs, Pillars, eBooks, Videos)
Digital Newsletters
Develop newsletters for clients, prospects, and Centers of Influence. Stay in touch with relevant information.
Testimonials
Showcase your credibility, advice, and services with client reviews on your website.
Email Marketing
Nurture existing relationships with systems and content that resonate with potential clients.
Tech Stack
Streamline operations with advisor-friendly tools like HubSpot or Active Campaigns.
Compliance
Stay audit-ready with reviews, approvals, and archiving solutions.
Reporting & Analytics
Track your firm’s growth with advisor-specific KPIs and data-driven insights.
Security
Protect your online assets with SSL and top-tier standards.
Google Standards
Enhance websites to meet all of Google’s standards.
Marketing Tools
Utilize tools that help you market your services to individual investors.
Paladin AI Research
Paladin produces ebooks that educate investors about topics that impact the selection of financial advisors.
* All services do not apply to all service levels (Advantage, Pro, Premier, Select). Higher levels include more services. Contact Paladin for additional information about our services and levels.
A Financial Advisor Guide to Digital Marketing Success
Digital marketing is critically important today and will be even more important as more investors use the Internet to find, screen, and contact financial advisors. Here are several tips to help you build your firm’s digital marketing foundation.