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.
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
Unbiased & VouchedFor 2017
Coronavirus: Your essential guide to successful client communication
Adviser Website Survey - Results 2017
Unbiased & VouchedFor 2016
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Altura Mortgage Finance
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Independent Financial Adviser & Managing Director
"If you’re a financial services firm looking for marketing experts, The Yardstick Agency should be your first call.”
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Independent Financial Adviser
"I’m a big Yardstick fan now and look forward to working with them on future projects."
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Chartered Financial Planner, Hunter 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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