Marketing Services for Financial Advisors Since 2003

About Us

Paladin’s first book, Who’s Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor, was published by John Wiley & Sons in December 2003.

Paladin launched an investor education website in April 2004 that was based on the 17 tips in the book.

The content on the website helped investors select the best financial advisors (RIAs, IARs, fiduciaries, fee-only, fee-based).

Since its inception, more than 2.6 million investors have viewed the content on the Registry website.

Connecting Investors to Advisors

The topic of the book and timing resonated with the media. This visibility produced thousands of visitors per month to Paladin’s investor education website.

Almost immediately, Paladin began receiving inquiries from investors who were seeking financial advisors who had been vetted by Paladin’s research team.

In response to this demand, Paladin launched a new version of the website in October 2004 with a new name (Paladin Registry). This website included a Registry of 360 vetted financial advisors. Since then, hundreds of thousands of investors have used Paladin’s free service to be matched to pre-screened financial advisors.

The Registry was sold to WiserAdvisor.com on March 1, 2019 so Paladin could focus on the delivery of digital marketing services to financial advisory and management firms.

Paladin Digital Marketing

In 2014, Paladin began receiving requests for digital marketing services from financial advisory firms that were profiled in the Registry. They wanted to use the Internet to increase the visibility of their brands, enhance the value of their businesses, and produce more leads for their advice and services.

Paladin was uniquely qualified to provide this type of service to financial advisors. It had spent the past 10 years using the Interent to produce hundreds of thousands of qualified leads for financial advisors.

Paladin responded by developing a comprehensive array of digital marketing services tailored to the specific needs of its financial advisory clients.

15 Years Later…..

A Paladin founder co-authored a second book, released in April 2018, that teaches investors how to use the Internet to find, screen, and contact financial advisors: 5 Steps for Selecting the Best Financial Advisor, How the Internet Has Changed the Game For Investors and Financial Advisors. This book achieved Amazon Best Seller status in its first 30 days.

Today, we are a rapidly growing digital marketing agency that specializes in working with financial advisory firms.

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The Internet is your best source for new clients, AUM, and revenue.
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