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Lead Generation

We produce qualified leads.

Inbound Marketing

We increase Internet visibility and traffic.

Website Productivity

Convert more traffic into prospects.

Content Marketing

Blog, website, social, drip content.

Virtual Advisors

Marketing strategies for virtual advisors.

RIA Consulting

Smaller RIAs become bigger RIAs.

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What RIAs and IARs are saying about Paladin…..

  • “I really like Paladin’s fixed fee pricing arrangement. It does not have any economic incentive to sell the same referrals to large numbers of financial advisors.”

    Charlotte, North Carolina
  • “I have relied on Paladin’s Registry to produce qualified prospects for me since 2004.”

    Orlando, Florida
  • “Paladin publishing has really helped me expand my presence on the Internet. It also increased my credibility when investors Google searched my name and my firm’s name.”

    Chicago, Illinois

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Our Recent Posts

Ideas, Thoughts, and Insights from Financial Industry Leaders

Ideas, Thoughts, and Insights from Financial Industry Leaders

Not too long ago financial advisors depended on Outbound Marketing tactics to produce qualified leads for their services. You know the tactics: Telemarketing, direct mail, email drip systems, seminars, advertising and affinity marketing, to name a few. 

Wall Street’s sales culture has dominated the way financial services and products have been marketed for decades. The foundation of the culture was a skilled sales person who met face-to-face with prospective clients. This culture worked because financial advisors controlled all of the information that investors needed to make their selection decisions.