Investors want to learn more about financial advisors before they select them

Our Background

We started as an investor education service when our first book, Who’s Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor, was published by John Wiley & Sons in 2003.

We launched an investor education website in April 2004 that was based on the 17 Principles in our book.

The content on our website taught investors how to select the best financial advisors for the right reasons.

The topic of our book and timing resonated with the media and investors. This visibility produced a substantial amount of traffic for our website.

In a matter of weeks, we started receiving inquiries from investors asking about financial advisors who had been vetted by Paladin Research.

We launched a new version of our website ( in October 2004 that included a Registry of 360 vetted financial advisors. Since then, hundreds of thousands of investors have used our free service that matches them to the right financial advisors.

Digital Marketing

In 2014, we started receiving requests for digital marketing services from members of our Registry. They wanted to use the Internet to increase the visiblity of their brands, enhance the value of their businesses, and produce their own leads.

We responded by developing a comprehensive array of digital marketing and communication services that can be tailored to the specific needs of financial advisory firms (RIAs and IARs).

Marketing Back Office

When we combined lead generation with digital marketing Paladin became a unique marketing resource for financial advisory firms that want to use the Internet to accelerate the growth of their firms.

15 Years Later…..

5 Steps for Selecting the Best Financial Advisor, How the Internet Has Changed the Game For Investors and Financial Advisors, was released in April 2018. The book became an immediate Amazon best seller.

Our latest book teaches investors how to use the Internet to find, research, contact, and interview financial advisors.

Advisors use the book to integrate the Internet into their marketing strategies.

We help RIAs and IARs add new clients.

Ready to partner and increase sales?

Learn more about how Paladin can help you generate more investor leads.
How can we help?

How can we help?