1st July 2020, 9.00 am

12 ways to improve your marketing as we head out of lockdown - In association with Money Alive

Lockdown has given many financial advisers and planners time to work on their business. Unsurprisingly, it’s also been a period when many firms have seen new enquiry levels drop.

So, what should firms be doing to make sure their marketing delivers results as we head out of lockdown?

We are pleased to be working with Money Alive to bring you this webinar where we will explain:

  • Why now is the perfect time to focus on marketing
  • The 12 marketing activities you should prioritise
  • Why Covid-19 means you need to change how you market your business

Who should attend?

  • Financial advisers and planners
  • Business owners
  • Marketing managers
Register here

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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