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 principles in this book.

The content on this website has helped more than two million investors select higher quality financial advisors (RIAs, IARs, fiduciaries, fee-only, fee-based).

Connecting Investors to Advisors

The timing and topic of the book also resonated with the media. Their articles about Paladin produced thousands of visitors per month to its website.

The media coverage had a secondary impact when Paladin began receiving inquiries from investors who were seeking high quality financial advisors who had been vetted by an independent third party.

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

This service was sold to in February, 2019 so Paladin could focus its resources on the delivery of digital marketing services to financial advisors.

Paladin Digital Marketing

In 2014, Paladin began receiving requests for digital marketing services. These firms wanted to use the Internet to increase the visibility of their brands, enhance the value of their businesses, and produce their own leads.

Paladin was uniquely qualified to provide this type of service to financial advisors. It had spent the previous 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.

The Internet Has Changed The Game

Paladin co-authored a second book, released in April 2018, 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.

Today, Paladin is a rapidly growing digital marketing agency that specializes in working with financial advisory firms that own their brands and websites.

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

The Internet is your best source for new clients, AUM, and revenue.
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How can we help?