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

Hear from our clients

Working with some great businesses.

Ian Else

Founder & Financial Planner

"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


"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

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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James Mackay

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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Tom Orchard

Independent Financial Adviser

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

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Alasdair Walker

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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