March and April are a great time for financial advisers to tidy up the marketing basics that make it easier for the right people to trust you and move forward.

If your firm is busy (and most are, it’s coming to the end of the tax year and start of the next, after all!), a spring clean is ideal because you can make big improvements without creating loads of new content.

I am going to give you a practical checklist you can work through in your own time, so you can see the impact through April and beyond.

1. Website: 5 quick checks in 30 minutes

Your website does not need to be fancy. But it does need to be clear.

So, make sure to do these five checks:

• Make your contact options obvious

Check your phone number and email are easy to find on mobile (bonus points if you make the phone number and email clickable) and test your contact form to ensure it works.

• Clarify who you help (in plain English)

From your homepage, can someone understand who you work with and what you can help them achieve in under 10 seconds? Can they tell where you are based? If not, you might want to make it a bit more obvious for prospects.

• Update your “About us” and team pages

Make sure team bios and photos are up to date (we can tell when an image was taken 16 years ago!). And maybe add a line or two in your “About us” section explaining what clients value most about working with you.

• Add proof in the right places

A short testimonial or two, positioned close to your main call to action, can go a long way. Before you buy something, you check the reviews. So, if you have awards, accreditations, or recognisable memberships, make them easy to spot, or even give them their own page so clients can view them.

• Check your calls to action

Swap vague buttons like “Learn more” for something clearer, like “Book an initial chat” or “Send us a question”. Ideally, you want to encourage people to take an active next step, rather than just browse.

2. Google Business Profile: the trust-builder people forget

For many prospects, it’s your Google Business Profile that makes the real first impression. This is because prospects will often encounter it before your website, especially if they are searching on Google Maps. Plus, Google Business Profile is one of the biggest review platforms (if not the biggest, according to Shapo) these days.

Four quick checks:

• Are your opening hours correct?
• Does it contain your latest phone number and website link?
• Are your services listed clearly?
• Do your photos look accurate and up to date (team, office)?

Note to self: add a couple of new photos this month. Genuine current images help people feel confident that they’re looking at an active firm.

3. LinkedIn: three small tweaks that improve credibility quickly

You do not need to post every day for LinkedIn to work for you. But you do need a profile that makes sense when someone clicks on it.

Three easy checks:

• Neaten up your headline.
• Make it clear who you help, what you do, and what you specialise in. (Even something simple is better than a job title alone, as this will improve your search visibility.)
• Update your “About us” section. Aim to include who you help, the problems you solve, what it’s like to work with you, and how to take the next step. You might also include how many years of experience you have.
• Refresh your featured section.

Pin your best links. A website page, a brochure, a guide, a testimonial, or a “start here” post. Make it easy for someone to learn more without having to scroll through your profile.

4. Reviews: a small ask with a big impact

Reviews build trust even while you sleep. The issue is that most firms only ask for reviews occasionally, so momentum never really builds.

Your task is to decide on one simple review routine you can stick to. For example, you could ask after a successful review meeting, or when a client sends a thank-you email.

Keep it straightforward and natural, and make it easy for them to follow through.

5. Your marketing files: save time later

This one is underrated.

Create a single folder, perhaps called “Marketing spring clean 2026”, and keep everything you regularly reach for in one place. For example:

• Your best testimonials
• Up-to-date photos (headshots, your office, the team)
• Your firm description
• A short “who we help” paragraph
• Links to your key pages/guides
• Important contact details

This ensures that when you need to write a post, update your website, or brief someone, everything is ready to go. No more searching through 10,000 different folders!

6. Pick one simple April goal

Do not try to fix everything at once. Instead, choose one small goal you can measure easily. For example:

• Increasing website enquiries
• Increasing booked intro calls
• Collecting a set number of new reviews
• Posting consistently (say once a week) on LinkedIn

A spring clean works best when you can create one small goal that you can maintain throughout the year.

If you pick just one item from the checklist and get it done this month, you will feel the difference through April and beyond, both in confidence and in results.

And if you want a second pair of eyes to sense-check what you have updated, our Client Success team is here to help. Email hi@theyardstickagency.co.uk or call 0115 8695 300.