News article

Take your social proof to the next level with our Client Stories Starter Package (and bag one of 12 ‘early bird’ packages)

We bang on about social proof a lot.

Why? Because we know financial planning changes lives. As do you. But prospective clients don’t.

So, who better to talk about the benefits of financial planning than those people who have experienced it?

The gold standard of social proof is client videos. However, there are currently two significant barriers: cost and lockdown.

Firstly, lockdown. Despite the easing of restrictions the social distancing rules, especially for older, more vulnerable clients, make face-to-face filming difficult.

Secondly, for some firms the cost of producing studio-quality videos is prohibitive.

One of the reasons we set up The Yardstick Agency was to connect more consumers to great financial advisers and planners. So, in May, we set about solving both these problems.

The result of that work is our Client Stories Starter Package, which we are delighted to launch today with 12 ‘early bird’ packages.

Here’s a quick explainer of what you can benefit from, the price, and some examples of our work.

High-quality videos, produced remotely

Simply put, it’s a way of us producing client videos remotely. Using a combination of video conferencing and your client’s smartphone we can interview your clients just as we would do on a face-to-face shoot.

We then follow the same editing process to produce the final video.

Once complete, these high-quality client videos are available for you to use as you wish. More of that in a moment.

The perfect low-cost social proof solution

The package is designed for financial advisers and planners who:

  • Want to take their social proof to the next level
  • Would previously have found the cost of producing videos a problem
  • Have clients who would rather not attend a face-to-face shoot

A successful trial

That was something we were concerned about too. So, we ran a pilot with Smart Financial. The feedback from Steve Martin there has been fantastic and we’re delighted with the quality too.

Watch a sample video: The best bit, which confirms the benefit of financial planning, is at 1 minute 52 seconds.

You can also hear from Steve at Smart Financial who talks about the process and how happy he is with the final result.


Limited ‘early bird’ packages available

We’ve only got 12 ‘early bird packages’ available:

Three videos: £772

Six videos: £1,494

For a context, the cost is approximately half that of a comparable face-to-face video shoot.

Videos to impress prospects and support your marketing

Once the videos are edited and with you, there are so many ways they can be used:

  • On your website
  • In your newsletters
  • In social media campaigns
  • To demonstrate the benefits of financial planning to your team
  • To provide reassurance to prospects who need that little extra nudge over the line

We can help you with all these things and more.

But, first things first. We need to develop your videos. To learn more, please click here to send us an email and request a formal proposal which:

  • Confirms the pricing
  • Explains the process
  • Tells you everything you need to know

If you have questions, then please contact us by emailing or calling 0115 8965 300.

Stay in touch


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