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 or calling 0115 8965 300.

Hear from our clients

Working with some great businesses.

Ian Else

Founder & Financial Planner, 4 Financial Planning

"The brand, logo and website has hit the brief perfectly and I couldn’t be happier! I wouldn’t hesitate to recommend them.”

Read More

Heather Hopkins

Managing Director, NextWealth

"They were a delight to work with – super responsive to our requests and also brought lots of good ideas to the table."

Read More

Rob Gill

Managing Director, Altura Mortgage Finance

"Best of all, their results driven approach is both refreshing and helping us achieve real goals. Thank you Yardstick!”

Read More

Tom Orchard

Director and Financial Planner, Annetts & Orchard

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

Read More

Alasdair Walker

Managing Director, Handford 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.”

Read More


Financial Planner, IQ Financial

We were lucky to be referred to Yardstick last year. We are delighted we hired them. They have specialist knowledge designed specially to help Financial Planning businesses like ours.

Read More


Head of Marketing, Ellis Bates Financial Advisers

Phil's style is informed, humorous and collaborative. The content is punchy, relevant, a go-to guide on how to create more recommendations and prompts action with no exceptions. Great workshop.

Read More


Financial Planner and Founder, Delaunay Wealth

I am absolutely delighted with all the work the Yardstick team has done for us and am very excited about how this will drive our new business/client acquisition in future. I would highly recommend them to any financial planning firm that takes their business seriously.

Read More


Director and Financial Planner, Insight Wealth

Great to work with a good professional outfit that had provided us direction and clear thinking in marketing our business effectively to obtain quality new clients.

Read More


Director & Financial Planner, Citygate Financial Planning

A thorough and excellent service. Phil and his team know exactly what to do, how to do it and when to do it. We very much look forward to working together more in the future.

Read More

Get in touch

Request a callback

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