Client videos

Harnessing the power of technology, and the happiness of your clients, to demonstrate the value of financial planning.

You know financial planning changes lives. Your existing clients know financial planning changes lives. But prospective clients don’t.

That’s where client videos come in.

Client videos are the gold standard of social proof. However, there are currently two significant barriers: cost and lockdown.

Firstly, lockdown. Despite the easing of restrictions, the social distancing rules, especially for older, more vulnerable clients, make face-to-face filming difficult.

Secondly, for some firms the cost of producing studio-quality videos is prohibitive.

Our Client Stories Starter Package solves both problems.

High-quality videos, produced remotely

Using a combination of video conferencing and your client’s smartphone we will interview your clients just as we would do on a face-to-face shoot.

We then follow the same editing process to produce the final video.

Once complete, these high-quality client videos are available for you to use as you wish.

The perfect low-cost social proof solution

The package is designed for financial advisers and planners who:

  • Want to take their social proof to the next level
  • Would previously have found the cost of producing videos a problem
  • Have clients who would rather not attend a face-to-face shoot

We offer two packages:

  • Three videos: £772
  • Six videos: £1,494

For a context, the cost is approximately half that of a comparable face-to-face video shoot.

Videos to impress prospects and support your marketing

Once the videos are edited and with you, there are so many ways they can be used:

  • On your website
  • In your newsletters
  • In social media campaigns
  • To demonstrate the benefits of financial planning to your team
  • To provide reassurance to prospects who need that little extra nudge over the line

We can help you with all these things and more.

But first things first. We need to develop your videos. To learn more, please click here to contact us to request a formal proposal which:

  • Confirms the pricing
  • Explains the process
  • Tells you everything you need to know

If you have other questions, then please contact us by emailing [email protected] or calling 0115 8965 300.

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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