You believe the Internet will have a major impact on the financial services industry – like it has other major industries.
You believe the Internet will impact the way investors find, research, and select financial advisory firms and professionals.
You believe the Internet will be an important source of new clients, assets, and revenue for your financial advisory firm.
What is Your Next Step?
You need a digital marketing strategy that is designed around the characteristics of your firm.
- Ideal type(s) of new clients
- Marketing budget
- Key professionals
- Differentiating characteristics
- Competitive advantage
The strategy produces Internet visibility, website traffic, and qualified leads.
Scorecard Report (Free)
You may already know you have limited Internet visibility, website traffic, and leads that are produced by your website. But, you may not know why this is happening.
Our free, no obligation Scorecard report provides data, findings, and tips that describe your current Internet visibility and website structure. We can expand the content in the report if you are running Google Analytics on your website.
One Hour Consultation (Free)
We also provide a free, no obligation consultation with the Scorecard Report. A Paladin consultant will present the findings and answer your questions.
Our consultants can also use the Scorecard data to discuss next steps for developing a digital marketing strategy for your firm.