Paladin Pro is offered at a straightforward rate of $2,950 per month, with no additional onboarding fee. The contract is month-to-month, providing flexibility and commitment-free service.

We also offer high levels of service for firms seeking additional support and/or content needs. Custom quotes are available as needed.

Paladin Pro is a fully customized digital marketing service bundle tailored specifically to RIAs and IAR firms. It’s ideal for firms that are growing quickly and prefer to have a dedicated team handle their online marketing,  from strategy to execution, so they can focus on investment management and client relationships.

Paladin Pro includes:

• A custom-built financial advisor website designed around your firm’s brand and positioning. 

• SEO-optimized content marketing (blogs, landing pages, email campaigns, social media posts), all compliance-focused. 

• Financial advisor marketing strategy tailored to your goals and audience. 

• Video and podcast promotion support, including optimizing channels and promoting content via social and email. 

• A dedicated relationship manager and a specialized marketing team, all included in a monthly retainer.

Yes. If you only need certain services, such as content creation, branding, video production, or marketing materials, you can choose add-ons instead of the whole Pro bundle. Paladin offers flexibility to meet your firm’s unique needs.

Firms that are actively growing or scaling, especially independent RIAs or IARs looking to strengthen their online presence, generate leads, build credibility, and outsource marketing to specialists.

Firms that want a polished, compliance-aware digital presence without hiring an internal marketing team are particularly well-suited.

• Paladin has specialized exclusively in marketing for financial advisors (RIAs and IARs) since 2003.  Our service offerings, from financial advisor websites to content and email campaigns, are designed with compliance in mind, tailored to the financial services industry rather than generic marketing.

•  

• Because Paladin Pro is offered on a month-to-month retainer with no upfront onboarding fee, you have flexibility. You can pause or cancel without a long-term commitment.

• Yes. If your firm is already creating content (such as blogs, podcasts, or videos), Paladin can help expand your reach by optimizing your existing assets, promoting them through social media and email, and integrating them into a broader marketing strategy.  We can also “refresh” existing blog content to be better suited for AI and AEO optimization, which is increasingly vital for online visibility.