Why Paladin?

The financial services has been dominated by a sales culture that was based on Outbound Marketing principles. Advisors had to initiate contact with investors, even when they did not want to be contacted.

The Internet is a game-changer. It created the opportunity for Inbound Marketing so investors initiated contact with financial advisors.

Paladin has spent the past 14 years using Inbound principles to market financial advisors and firms over the Internet. This unique experience is the foundation for Paladin’s digital marketing services.

Whether our website (Paladin Registry) or your website produces a lead, the Inbound Marketing process is exactly the same. Investors have to find us on the Internet, visit our websites, and be convinced to submit their contact information.

Our Core Expertise

We have used digital marketing principles since 2003 to:

  • Create maximum visibility on the Internet
  • Generate traffic for our websites
  • Develop website content that resonates best with investors
  • Create free website offers produce the most registrations

We used this experience to develop specialized Inbound Marketing services for financial advisors.

Our specialized expertise is not duplicated by any other digital marketing firm.

We Know Investors

We started researching investors in 2000 when we were writing our book: Who’s Watching Your Money? Since then, we have updated our market research with semi-annual surveys.

We wanted to know how investors use the Internet to:

  • Find financial advisors
  • Learn more about financial advisors
  • Contact financial advisors
  • Select financial advisors

We Know Advisors

Our only clients are RIAs and IARs. We do not work with any other type of client.

We have spent the past 14 years helping hundreds of financial advisory firms and professionals grow their businesses.

This experience has given us some unique insight into which marketing strategies work and which ones are a waste of time and money.

We Know Digital Marketing

We are the only HubSpot agency that works exclusively with financial advisors.

More than 225,000 investors ($65 billion) have used our online Registry to find and research financial advisors.

Our core expertise includes: Local SEO, SEM, Content Marketing, Social, Free Offers, Drip Systems, and Investor Education



Learn more about Paladin Digital Marketing's services for RIAs.