Marketing Services for Financial Firms Since 2003

About Us

We are a digital marketing agency that produces organic growth for financial firms.

Paladin principals worked in the financial service industry for more than 50 years. During the 2000-2002 stock market crash, one of our consultants wrote: “Who’s Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor” to help investors select the best financial professionals.

Who's Watching Your Money-Jack Waymire

The Investor/Advisor Connection

Paladin launched an investor education website in April 2004 that was based on the 17 principles in our co-founder’s book.

The content on this website helped more than two million investors select higher quality financial advisors.

Media coverage also created thousands of inquiries from investors who were seeking high-quality financial advisors who had been vetted by Paladin.

In response to this demand, Paladin launched a new version of its website in October 2004 that profiled 360 vetted financial planners, advisors, and managers. Since then, hundreds of thousands of investors have used Paladin’s service that matched them to vetted advisors.

In April 2018 we co-authored a second book that taught 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.

The Registry services were sold to in February 2019 so Paladin could focus its resources on the delivery of digital marketing services to financial advisory firms.

Paladin Digital Marketing Websites
Digital marketing for RIAs-Paladin Digital Marketing

Digital Marketing Agency

In 2014, Paladin began receiving requests for digital marketing services from RIAs that wanted to expand their Internet visibility, increase their website traffic, and convert more website visitors into leads.

These firms wanted to outsouce their requirements to a digital marketing agency that specialized in working with financial service firms.

Paladin was uniquely qualified to provide digital marketing services to financial advisors. Paladin had spent the past 15 years using the Internet to connect hundreds of thousands of investors to financial advisors in its Registry.

Paladin responded to this demand by developing a comprehensive array of digital marketing services that could be tailored to the specific needs of financial advisors.

Hubspot Certified Agency

We’re proud to be a certified HubSpot Gold Level agency, the originator of the premier inbound marketing and sales software platform.  Our clients benefit when HubSpot technology is integrated into their digital marketing systems. One integrated platform manages multiple digital marketing campaigns for our clients.

paladin digital marketing Hubspot agency

The Internet Changed The Game

According to Google, one of the biggest Internet trends is the way consumers use it to find, research, and contact several types of professionals: Advisors, CPAs, attorneys.

The Internet creates power for investors. They decide who they want to talk to. This is in stark contrast to the not so distant past when advisors cold-called investors.

A major business opportunity awaits financial advisors who use digital marketing to produce new leads and clients for their firms.

Have a question? Want to learn more about Paladin's digital marketing services?

Talk to a Paladin consultant who worked in your industry.
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