Whatever your business goals – from attracting more right-fit clients to bringing in new talent or supporting M&A plans – marketing should help you get there. That’s where we come in.
Since 2017, we’ve grown from a team of three in a tiny office to 49 experienced specialists, now the UK’s highest-rated marketing agency for financial services.
And yet, even after years of working with us, some firms are surprised by how much we actually do.
So, whether you’re a financial adviser/planner, mortgage broker, paraplanner, compliance expert, network, or product provider, this is your one-stop guide to (almost) everything we offer.
Websites that deliver and effectively pay for themselves
We design, write, and develop entirely bespoke websites.
We also take care of:
- Website hosting
- Ongoing amends and support.
A great website isn’t just a nice-to-have. It can be the biggest generator of new, right-fit enquiries for your business.
One client saw a 51% uplift in enquiries year-on-year after their new website launched. Another firm added six new clients in six months, directly as a result of their new site. And a sole adviser reported an 800% ROI on the cost of their website from one enquiry alone.
Content that’s compliant, consistent, and client-friendly
The right words build trust, demonstrate expertise, and keep you front of mind. We write, edit, and send content tailored to your audience, whether that’s clients, prospects, professional connections, or advisers/planners.
We produce:
- Blogs, newsletters, and guides
- Award entries and press releases
- Job adverts, and client-facing comms
- White papers, brochures, and one-off articles.
Our team knows the profession inside-out, meaning we get started faster, handle compliance on your behalf, and deliver to tight deadlines.
Branding that reflects who you are
Whether you’re launching a new firm or refreshing an established one, your brand should reflect who you are and why clients should trust you. Our team can help with all your branding and design needs, including:
- Business stationery and email templates
- Client agreement and proposition documents
- Animations, infographics, and thank-you cards
- Pull-up banners, event collateral, social media banners
- Naming and visual identity (logo, colour palette, fonts, icons).
Check out Cesta Financial Planning and Melo for two projects where we developed their visual identity, including helping come up with the name of each firm, before building their website.
Videos that build trust
Potential clients hearing directly from your existing clients is more powerful than any written testimonial. We manage the full video process – whether in-person or remote – to help you capture stories that build credibility and show the true value of advice.
Our services include:
- Photoshoots
- Social media clips
- Client testimonial videos
- YouTube channel management
- Explainer and “about us” videos.
42.86% of Yardstick clients now have testimonial videos. The sector average is just 6.4%.
Social media that supports your strategy
Social media works best when it’s consistent, on-brand, and integrated with your wider marketing. Done right, it should extend your reach, nurture relationships, and put you in front of more right-fit clients or top talent. We can help you:
- Outsource organic social media entirely
- Optimise profiles for your team and business
- Manage engagement, outreach, and reporting
- Run paid campaigns across LinkedIn and Facebook.
We also offer lighter-touch, highly affordable support for clients on our newsletter services who just want their socials to tick over in the background.
One client who has recently joined our social media management service for LinkedIn has seen a 1,120% increase in engagement over the last 90 days.
Social proof that moves the needle
Your clients’ words are more powerful than your own. That’s why reviews, testimonials, and surveys are some of the most effective tools in your marketing kit. We help you gather, organise, and use social proof to your advantage. That includes:
- Webinar organisation and feedback
- Running client surveys, with detailed data analysis
- Building Google, VouchedFor, and Glassdoor profiles
- Boosting your number of Google and VouchedFor reviews.
On average, Yardstick clients have 178% more VouchedFor and 286% more Google reviews than other firms.
A clear, comprehensive strategy that makes everything else work harder
Just like financial planning, marketing is more effective when you start with a plan.
Our strategy service is designed to help align your marketing with your business objectives, and avoid wasting time or budget on tactics that won’t deliver.
We’ll guide you through the whole process:
- A fact-finding meeting
- Presentation of the full plan
- Ongoing implementation or handover.
One firm saw over £11.8 million in new AUM after following the marketing strategy we created for them.
Workshops that upskill your team
Whether you’re looking to increase referrals or build more confidence on LinkedIn, our workshops are designed to be practical, relevant, and engaging.
We offer:
- Options for in-person or virtual delivery
- Bespoke referral and recommendation workshops
- LinkedIn training for advisers, planners, and support teams.
These sessions are tailored to your firm, your goals, and your clients.
And if you’re not ready to work with us yet…
Hey, no hard feelings. We regularly publish free resources to help you improve your marketing without spending a penny. You’ll find:
- Our weekly newsletter, sent every Friday at 7:30am
- Solo webinars from us, or featuring marketing experts
- Downloadable guides, scorecards, articles, and checklists.
“Interesting, I didn’t know you did that…”
If something you’ve seen above has sparked your interest, we’d love to have a chat.
We’ll spend 30 to 60 minutes getting to know each other – no hard sell, just a conversation to see whether we’re the right fit.
Email abi@theyardstickagency.co.uk or call the office on 0115 896 5300.
