For Advisors-Internet Marketing Services


Digital Marketing

Every RIA in America has a website. 88% told us they were dissatisfied with their digital marketing results:

  • Poor Internet visibility for important key words
  • Low amounts of traffic to their websites
  • High visitor bounce rates for most content
  • Low conversions rates (visitors into qualified prospects)

Digital Marketing

Digital marketing is using the Internet to create new clients for your services. It is easy to describe (qualified prospects), but difficult to achieve. 

Consider this simple formula: V + T + C = $. 

  • V is your Visibility on the Internet 
  • T is Traffic to your website 
  • C is Converting traffic into prospects 
  • $ occurs when prospects become clients

Why Paladin?

Paladin began surveying investors in 2000 for its book: Who's Watching Your Money?. We know how they use the Internet to find, screen, validate, and select financial advisors and firms.

We use the data to produce positive digital marketing experiences for our clients:

  • We know your business (20 years of experience)
  • We know Internet marketing for RIA and IARs (12 years of experience)
  • We know website design and development (since 2003)
  • We know what investors want when they use the Internet to find advisors


Paladin's experienced team of digital marketing specialists develop and support high quality websites that produce results. Our services include:

  • Website design and development
  • Blog article publishing and promotion
  • Messaging, icons, CTAs, free offers
  • Content strategy and copy writing
  • Mobile friendly responsive design
  • Updates and maintenance
  • Hosting, training, and technical support

Visibility & Traffic

Websites need Internet visibility (V) and traffic (T) to produce prospects (C). Our Visibility & Traffic services include:

  • Search Engine Optimization
  • Search Engine Marketing Strategies
  • Social Media Marketing
  • Content Marketing
  • Analytics & Reporting


The highest and best use of your time is not managing your Internet presence and website. You maximize revenue when you spend your time talking to prospective clients and helping current clients achieve their financial goals. 

We recommend outsourcing to Paladin Digital Marketing. You focus on what you are good at. We focus on what we are good at.

Have a question?

Email or call 916.253.3334 (Pacific).

Ready to start interviewing financial advisors?

  • Our proprietary program connects you to the right financial advisors.
  • We validate and document advisor credentials, ethics, and business practices for you.
  • You select the advisors you want to interview.