We connect investors to the best financial advisors

Why Select Paladin?

Our digital marketing expertise dates back to 2003 when we started using the Internet to produce more than 350,000 qualified leads for financial advisors and firms.

Following are a few reasons why we believe Paladin is your best choice for a digital marketing service provider.

RIAs & IARs Only

We provide digital marketing services to one type of client – RIAs and IARs that own their firms, brands, and websites. We do not provide digital marketing services to any other type of client.

Specialized Expertise

We know a lot about investors and the financial advisors who serve them. In fact, we have written two books that connect investors to the best advisors:

  • Who’s Watching Your Money? (Wiley, 2003)
  • 5 Steps for Selecting the Best Financial Advisor (Amazon, 2018)

The more recent book describes how investors use the Internet to find, research, and contact financial advisors.

Team of Experts

We are a team of industry, marketing, and technical professionals who are uniquely qualified to help RIAs and IARs use digital marketing to accelerate the growth of their firms and practices.

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

Best Advisor Practices

We take the guesswork out of developing digital marketing platforms that produce qualified leads for our clients.

All of our design and service recommendations are based on market research and the best practices of hundreds of successful financial advisors.

Menu of Services

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

You only pay for the services you need to achieve your business goals.

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 qualified, 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?