We started with a book:
Who's Watching Your Money?

Our History

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 December 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 (RIAs, IARs) for the right reasons.

Paladin Registry

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

Soon after launch, we started receiving inquiries from investors asking about local financial advisors who had been vetted by Paladin’s team of researchers.

We launched a new version of our website (www.PaladinRegistry.com) in October 2004. This website included a Registry of 360 vetted financial advisors. Since then, millions of investors have viewed our content and hundreds of thousands have used our free service that matches them to vetted financial advisors.

The Registry became Paladin’s lead generation service for financial advisors.

Paladin Digital Marketing

In 2014, we started receiving requests for digital marketing services from members of our Registry. They wanted to use the Internet more effectively to increase the visibility 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 our financial advisor clients.

A Unique Marketing Resource

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

Not only did we produce leads for members of the Registry, we also provided marketing tools, services, and tips that helped our members and digital marketing clients convert more leads into revenue producing clients.

15 Years Later…..

We wrote a new book, released in April 2018, that teaches investors how to use the Internet to find, screen, and contact financial advisors: 5 Steps for Selecting the Best Financial Advisor, How the Internet Has Changed the Game For Investors and Financial Advisors.

Financial advisors are using the content in this book to help them integrate the Internet into their marketing practices and build virtual advisory businesses.

Want to learn more about Paladin's marketing services for financial advisors?

Our marketing services will accelerate the growth of your financial advisory business.
How can we help?

How can we help?