Checklists, guides & templates
Practical help to improve your marketing
Our checklists, guides and templates are here to help you improve your marketing and connect with more potential clients. There are no pesky forms requesting your email address, name or inside leg measurement to access them! Just useful, relevant and easy to use resources.
The definitive guide to using LinkedIn effectively
The definitive guide to help financial advice/planning firms build a highly effective Glassdoor profile and collect reviews
The definitive guide to claiming, building and maintaining your Google Business Profile
The definitive guide to help financial advisers and planners collect more online reviews
The definitive guide to why you should send newsletters monthly not quarterly
The definitive guide to overcoming the 9 marketing challenges in firms with multiple advisers/planners
The definitive guide to help financial advisers and planners run great webinars
Checklist #1: 27 things your website should have on its homepage
Checklist #2: Promoting your Chartered Status
Checklist #3: Adviser directories
Checklist #4: Choosing a name for your business
Checklist #5: 12-point marketing MOT
Checklist #6: Building your team pages
Checklist #7: Building an effective fees page
Checklist #8: Building effective client surveys
Checklist #9: How to prepare an effective award entry
Checklist #10: 8 ways to capitalise on your award success
Checklist #11: Promoting the Pension Transfer Gold Standard
Checklist #12: 15 ways to publicise that you are a VouchedFor’s ‘Top Rated’ adviser
Checklist #13: 14 ways to get the most out of your Money Alive subscription
Checklist #14: A step-by-step-guide to creating the perfect LinkedIn profile
Template #1: Client testimonial written case study request
Template #2: Google and VouchedFor review request
Template #3: Example fee increase letter
Template #4: VouchedFor Top Rated review request
Template #5: Sample enquiry recording spreadsheet
Template #6: Client testimonial video request
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Founder & Financial Planner, 4 Financial Planning
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Managing Director, Altura Mortgage Finance
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Director and Financial Planner, Annetts & Orchard
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Managing Director, Handford Aitkenhead & Walker
"We have felt like collaborators, rather than customers, and feel like Phil and his team has a vested interest in our marketing success that far exceeds his fee.”
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Financial Planner, IQ Financial
We were lucky to be referred to Yardstick last year. We are delighted we hired them. They have specialist knowledge designed specially to help Financial Planning businesses like ours.
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Head of Marketing, Ellis Bates Financial Advisers
Phil's style is informed, humorous and collaborative. The content is punchy, relevant, a go-to guide on how to create more recommendations and prompts action with no exceptions. Great workshop.
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Financial Planner and Founder, Delaunay Wealth
I am absolutely delighted with all the work the Yardstick team has done for us and am very excited about how this will drive our new business/client acquisition in future. I would highly recommend them to any financial planning firm that takes their business seriously.
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Director and Financial Planner, Insight Wealth
Great to work with a good professional outfit that had provided us direction and clear thinking in marketing our business effectively to obtain quality new clients.
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Director & Financial Planner, Citygate Financial Planning
A thorough and excellent service. Phil and his team know exactly what to do, how to do it and when to do it. We very much look forward to working together more in the future.
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