We provide Website, Inbound Marketing, and Consulting services to financial advisory firms who own their brands and websites.
An affiilated firm (Paladin Registry) provides lead generation services to financial advisors and firms (RIAs and IARs only).
Individual Investors
Firms that use our marketing services provide various combinations of planning, investment, risk managment, and tax services to individual investors.
The firms may be fee-only RIAs, hybrid RIAs, or fee-only or hybrid IARs that own their brands and websites.
Internet
We serve financial service firms that use the Internet to produce new leads, prospects, and clients.
Credibility
We serve financial service firms that use Inbound Marketing to boost their credibility with investors.
Transparency
We serve financial firms that use the Internet to increase their transparency for information that is important to investors: Credentials, ethics, business practices, and services.
Lead Generation
Paladin Registry serves financial service firms that retain third parties to produce leads for them.
