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 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: Eight 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: Coronavirus communications checklist

Checklist #14: How to update your Google My Business listing during the Coronavirus crisis

Checklist #15: 14 ways to get the most out of your Money Alive subscription

Checklist #16: A step by step guide to creating the perfect LinkedIn profile

Template #1: Client testimonial request

Template #2: Online review request template

Template #3: Example fee increase letter

Template #4: Google and VouchedFor review request

Template #5: VouchedFor Top Rated review request

Template #6: Sample enquiry recording spreadsheet

The definitive guide to client newsletters

35 tips to improve your website

Coronavirus: Your essential guide to successful client communication

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Working with some great businesses.

Ian Else

Founder & Financial Planner, 4 Financial Planning

"The brand, logo and website has hit the brief perfectly and I couldn’t be happier! I wouldn’t hesitate to recommend them.”

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Heather Hopkins

Managing Director, NextWealth

"They were a delight to work with – super responsive to our requests and also brought lots of good ideas to the table."

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Rob Gill

Managing Director, Altura Mortgage Finance

"Best of all, their results driven approach is both refreshing and helping us achieve real goals. Thank you Yardstick!”

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Tom Orchard

Director and Financial Planner, Annetts & Orchard

"I’m a big Yardstick fan now and look forward to working with them on future projects."

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Alasdair Walker

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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