Our primary type of client is a financial advisory firm

Financial Advisor Firms

We serve financial advisory firms that use the Internet to produce their own leads.

Our specialized digital marketing services generate a steady flow of leads that they convert into clients.

Financial Advisory Firms

We serve financial advisory firms that have the following characteristics:

  • Planners, investment advisors, money managers, financial consultants
  • RIAs and IARs
  • Independents and hybrids
  • Acknowledged financial fiduciaries
  • Fee-only or fee-based

Brands & Websites

Our digital marketing clients are financial advisory firms that own their brands and websites.

Individual Investors

We serve advisors that provide financial advice and services to individual investors.

Why individuals? They are more likely to use the Internet to find, research, and contact financial advisors.

Some firms also provide advice and services to institutional investors (pension, endowment, foundation).

Best-in-Class Leads

Our clients want leads that are produced by their websites. They know investors, who view content on their websites, are more likely to contact and select them.

What investors see on advisor websites is a difference maker.

Planning & Investing

We serve advisors who provide financial planning and investment management services.

Some firms may also provide risk management, tax, legal, and family office services to investors.

Inbound Marketing

We serve advisors who use Inbound Marketing (investors initiate contact) to produce new clients, assets, and revenues.

Many of these advisors have abandoned obsolete Outbound Marketing tactics (advisors initiate contact) that no longer work due to excessive expense and high rejection rates.

Our clients use the Internet to produce new clients, assets, and revenues.

Have a question? Want more information?

Talk to a Paladin digital marketing consultant.
How can we help?

How can we help?