We have helped financial advisors add clients, AUM, and revenue since 2003

Our Background

Our 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.

We launched an investor education website in April 2004 that was based on the 17 Principles in our book.

The content on our website described the best financial advisors (RIAs, IARs).

More than 2.6 million investors have viewed the content on our original website.

Paladin Lead Generation

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

In a matter of weeks, we started receiving inquiries from investors who asked about contact information for financial advisors who had been vetted by Paladin.

In response, we launched a new version of our website (www.PaladinRegistry.com) in October 2004. This website included a Registry of 360 vetted financial advisors. Since then, hundreds of thousands of investors have used our free service that matches them to pre-qualified financial advisors.

The Registry became Paladin’s lead generation service for financial advisors.

Paladin Digital Marketing

In 2014, we started receiving requests for digital marketing services from members of our Registry. They wanted to use the Internet to increase the visibility of their brands, enhance the value of their businesses, and produce their own leads.

We responded by developing a comprehensive array of digital marketing and communication services that can be tailored to the specific needs of our financial advisor clients.

A  Specialized Marketing Resource

Our only type of client is a financial advisory firm (RIA, IAR). We do not work with any other type of firm.

We have decades of experience working with investors and the financial advisors who serve them.

Our specialized knowledge helps financial advisors convert more prospects into revenue producing clients.

15 Years Later…..

We published 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.

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