News article

Something new to help you improve your marketing

Something new to help you improve your marketingIf you’re responsible for your firm’s marketing we’ve got something new and exciting for you to improve financial marketing.

We launched The Yardstick Agency to help advisers and planners market their business more effectively while promoting the value of advice to consumers. We’ve noticed however that many people with responsibility for marketing often feel a little lost; with no one to bounce ideas off or anywhere to get help.

We want to change that. By launching The First Wednesday Club.

“What is The First Wednesday Club?”

It’s a group of financial services marketers who will ‘meet’ online once a month.

Who is The First Wednesday Club aimed at?

  • Marketing managers
  • Marketing support/executives
  • Practice managers
  • Financial advisers and planners

In fact, anyone in your business who has responsibility for marketing.

However, places are limited to just 15.

If you want to join, please click here and send us your contact details. We’ll then get in touch with further information.

“What is the format?”

Each ‘meeting’ will last an hour. In the first half we’ll cover a specific topic; from strategy to websites, identifying target audiences to specifics, such as adviser directories.

The second half will be a chance for you to ask questions. We want the group to help solve your current challenges, problems and issues. We’ll help where we can, more importantly, so will your peers.

It’s a real opportunity to learn, collaborate and receive practical support, giving you ideas to take away and implement in your day-to-day role.

“When, where and how?”

Starting on 7th November we’ll ‘meet’ on the first Wednesday of each month using Zoom video conferencing.

It’s fully interactive and there’s no need to download software to run it. What’s more, we will record every session and send members of the group a copy afterwards. Giving you a useful resource to revisit in the future.

We’ll also launch a private Facebook Group where members will be able to share ideas, raise issues and generally help one another.

“What is the cost?”


Making it free is our way of giving back, allowing us to achieve two of our key goals; helping advisers and planners market their business more effectively while promoting the value of advice and planning.

“Do we have to be a Yardstick client?”


We are throwing this open to anyone who has responsibility for marketing.

“What is the commitment?”

To begin with, we are limiting the members of The First Wednesday Club to just 15.

All we ask is that you attend every ‘meeting’ and actively participate.

“How do we sign up?”

Simple, click here to drop us an email with your contact details and we’ll be in touch.

Alternatively, if you have questions please click here and we’ll be happy to answer them.

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