Consulting Services for RIAs

We have spent the past 14 years and $7 million marketing RIAs and IARs to investors.

This unique experience is the foundation of Paladin Consulting Services.

  • We have worked for hundreds of RIAs and IARs
  • We have produced more than 225,000 leads ($65 billion)
  • We are are a clearing-house for best marketing practices

We can help you make the right choices.

Our Clients

We work for RIAs and IARs who have their own websites and presence on the Internet.

Our Consulting Services

We provide five types of RIA consulting services:

  • Branding & Online Image
  • Digital Marketing Analysis
  • Digital Marketing Business Plans
  • Virtual Business Models
  • Best Business Practices

Branding & Online Image

Art meets science when we help you develop a unique brand that differentiates you from other RIAs.

Digital Marketing Analysis

We produce a free report that documents your current digital marketing results.

Digital Marketing Business Plans

You produce financial plans for your clients. We produce digital marketing business plans for our clients – your roadmap to digital marketing success.

Virtual Business Models

You don’t have to be a Robo to provide online advice and services. You just have to change the way you communicate with prospects and clients.

Best Business Practices

The Internet is finally impacting the financial service industry. New business practices will be required to succeed in a virtual world.


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