The 'Made Simple' Service

This ‘Made Simple Service’ gives financial advisers and planners starting a new business everything they need to get their marketing off to a great start.

The ‘Made Simple Service’ is primarily marketing for new financial businesses and includes:

Initial marketing strategy meeting

Developing an effective marketing strategy is so important, but often overlooked. You identify goals and put a plan in place for your clients, so why should it be any different with your marketing?


Developing a brand identity that truly reflects your business can be tough. We’ll get to know you and your business and create several options. Once you’ve chosen your favourite, we’ll fully develop into a brand that you and we are proud of.

Website design and development

Your website is your shop window. It’ll be seen by existing and prospective clients. It needs to reflect your business and create an engaging experience for clients. We’ll build you a website to be proud of, which will help retain existing clients and attract new ones.

Website MOTs

Every website built by Yardstick gets an annual MOT. We’ll check for any issues which reflect badly on your business and brand. Your website is your shop window, we want you to be proud of it year after year.

Website copy writing

A beautifully designed website is undermined by words that fail to connect with the audience. We know many advisers struggle to write their website content, so we’ll do it for you. In a style, which reflects you and your business.

SEO fundamentals

Convincing search engines to rank your website can be difficult. But to stand a chance, you need to get the fundamentals right. We’ll make sure you start off on the right track. And give you great foundations to build on if you want to spend more money on this.

Stationery & email footer design

We’re in a digital world, but most advisers still need basic stationery. It has to look great and do your new brand justice. We’ll design your business card, letterhead, and your email footer to do just that.

Google My Business set-up

When someone searches online for your business, you should dominate the first page of the search results. Setting up your Google My Business page is a vital part of doing this but too many businesses fail to claim their listing and miss out.

Advisers can choose to include the following optional extras:

Unbiased profile set-up

Unbiased is the original adviser directory and is still an important part of many advisers’ marketing strategy. If you go the extra mile to set your listing apart, you can generate more enquiries. We’ll build your profile for you, using tried and tested techniques and maximise the return on your investment.

VouchedFor profile set-up

VouchedFor is the main competitor to Unbiased, but just as powerful. They have different profiles, so they complement each other well. We’ll help you generate the right client enquiries and improve your return on investment.

LinkedIn profile review

Many prospective clients will carry out their own research before getting in touch. Linkedin is a go-to source of information about you and your business. We’ll help build your profile to re-enforce your brand. And build your credibility with potential clients too.

Design of initial disclosure / proposition documents

These don’t need to be dull, or there simply satisfy your compliance team. The best examples do their regulatory job, but help to sell your services too.

Social media set-up

Using the right social media channels and language that resonates with your target audience isn’t easy. We can help with both. So the right people hear the right message at the right time.


These are a great way to keep visitors and potential clients on your website for as long as possible. And they don’t have to be expensive. We’ll help script, record and edit so your message is heard and hits home.

The ‘Pick & Mix’ service

For existing advisory firms and providers

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Yardstick Membership

Newsletters and blogs for your clients

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Marketing strategy

A bespoke strategy to achieve your goals

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