Free resources

Helping you to market your business

The first of our core values is: “We freely share our knowledge to help financial advisers and planners improve their marketing.” We do this through the webinars we run and the free resources we make available. To get access to these there are no pesky forms requesting your email address, name or inside leg measurement! Just useful, relevant and easy to use content.

Check back often too, as we’ll regularly add more resources for you to use.

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

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

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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Get in touch

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Whatever your marketing challenges, we're here to help. Simply complete this form and we'll be in touch.