Financial Services - Scottsdale, AZ, US
Paladin has been providing lead generation services to financial advisors, financial planners, and Registered Investment Advisory firms since 2003. In 2014 we started receiving requests for digital marketing services from our members. We responded by providing three types of digital marketing services to RIAs and IARs:Inbound marketing for Internet visibility and website trafficCustom websites that convert traffic into leadsDigital marketing consulting servicesOur only type of client is a financial advisory firm (RIA) or professional (IAR) who provides planning and/or investment services to individual investors.Our clients are financial fiduciaries who are compensated with fees or fees & commissions (hybrids).Advisors may also provide insurance, tax, or legal services or are affiliated with third parties who provide these types of services and products.We also provide turnkey solutions to new RIAs who may be breakaway brokers or are going independent for the first time.
Facebook Custom Audiences
Gmail
Hubspot
Digital Ocean DNS
Google Apps
DigitalOcean