It takes a team of experts to produce digital marketing results.
Our team has decades of experience working in the financial services industry.
We are a unique combination of financial industry and digital marketing expertise.
Our specialized teams of professionals are dedicated to delivering best-in-class financial advisor digital marketing services tailored specifically for our Advantage, Pro, and Premier clients.
Advantage marketing services are delivered by our next-generation software that is developed specifically for firms of independent financial advisors.
Dedicated relationship managers oversee a team of specialized Paladin professionals who provide digital marketing services to our Pro clients.
Our most advanced team of professionals is the digital marketing department for our Premier clients. Decades of experience for a fraction of the cost.
Our teams provide all of the digital marketing services you need so you can focus on what matters most - win new clients and serve your current clients.
OUR FOUNDERS
About Debbie Freeman
Debbie has spent the past 20+ years at Paladin, providing digital marketing services to financial advisor firms and professionals. Prior to co-founding Paladin in 2003, Debbie worked for SunGard Wealth Management, managed eCommerce services for Wells Fargo, and was the First Vice President at California Federal (CalFed), a $50 billion bank. Debbie is one of the senior professionals at Paladin who helps financial advisors use digital marketing to build an online presence for their firms.
About Jack Waymire
Jack spent several years in the financial services industry before co-founding Paladin in 2003. Prior to Paladin, Jack worked for SunGard Wealth Management, Lexington Capital Management, and Warburg Paribas Becker. Jack is the author of two best-selling books: Who’s Watching Your Money? and 5 Steps for Selecting the Best Financial Advisor. Jack is a senior editor and CMO at Paladin. He also provides FCMO services to Paladin’s bundled Premier clients and as a standalone Select service.
Teams of Professionals: Where Financial Marketing Expertise Meets Digital Marketing Excellence
We provide teams of professionals with a variety of specialized skill sets. Their knowledge helps our clients achieve their digital marketing goals.
Relationship Managers
Digital Marketing Consultants
Graphic Designers
Website Developers
Software Engineers
Content Writers
Content Editors
Social Media Experts
Local SEO Specialists
Email Marketing Managers
SEM/Advertising Campaign Managers
Video Experts
A Financial Advisor Guide to Digital Marketing Success
Increasing numbers of investors are using the Internet to find, screen, compare, and contact financial advisors. This Guide introduces financial advisors to the services they need to start building online visibility that produces website traffic.