We are a unique blend of industry, marketing, and technical expertise

Why Paladin?

Why Paladin? We have specialized knowledge that is based on 15 years of experience producing qualified leads for financial advisors.

Paladin started as lead generation service in 2004. We used inbound marketing principles to produce hundreds of thousands of leads for financial advisors.

Our Books

We have written two books on investor/advisor relationships:

  • Who’s Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor (2003)
  • 5 Steps for Selecting the Best Financial Advisor (2018)

Advisors Only

We provide inbound marketing services (content, social, local, websites) for one type of client – independent financial advisors (RIAs, IARs) that own their firms, brands, and websites. We do not provide lead generation or inbound marketing services to any other type of client.

Team of Specialists

We are a team of industry, marketing, and technical professionals who are uniquely qualified to help you accelerate the growth of your firm or practice. For example, our senior professionals averaged more than 20 years of experience in the financial service industry.

You need an expert service provider that knows your business as well as you do.

Our team of specialized website professionals includes digital marketing consultants, designers, developers, graphic artists, videographers, copywriters, editors, and other specialized staff.

Lead Generation

Our Paladin Registry website has been producing leads for financial advisors since 2004. We use this extensive experience to develop lead generation websites for RIAs and IARs.

Market Research

We have conducted extensive market research since 2000 to determine how investors use the Internet to find, screen, and contact financial advisors. The result is best practices for financial advisor websites. We deliver the right navigation, messaging, content, graphics, and free offers.

Current Clients

In addition, we currently provide marketing services to hundreds of financial firms and professionals. This has given us unique insight into the business practices that produce the best results.

Comprehensive Services

We provide a comprehensive array of marketing services. You select the services you want to outsource to Paladin. Services can be bundled or unbundled based on your specific requirements.

Digital Marketing Department

You can hire expensive staff and do the work yourself. Or, you can hire Paladin’s team of professionals to be your digital marketing department for less than the cost of a part-time employee.

Want to learn more about how Paladin is uniquely qualified to help you win new clients?

You know planning and investing. We know marketing.
How can we help?

How can we help?