Marketing strategy

We’ll develop a marketing plan to achieve your goals

This service is aimed at businesses who want to take a more strategic approach to their marketing.

You develop financial plans for your clients after identifying their challenges, problems, goals and aspirations. Why should it be any different for your marketing?

Advisers and planners who use this service receive a comprehensive marketing strategy, which they can choose to implement using internal resources, us, other experts, or a combination of all three.

We produce marketing strategies by following a tried and tested process. Once we have agreed to work together, we’ll need to spend a day with you; fact-finding and meeting key people.

We’ll then head back to the office to continue reviewing your existing marketing and to develop a bespoke strategy. Finally, we’ll meet again so we can present our recommended strategy.

At the end of the process, you will have a detailed and practical strategy document which you can implement internally, outsource to us (or an alternative organisation), or combine both approaches. While you are under no obligation to purchase any additional services from us, most of our clients ask us to implement some, if not all, of the recommended strategy.

To learn more scroll down or click here to contact us.

Get to know your business and set goals

We’ll look at where you now, and where you want to get to. We’ll understand what’s working and what’s not.

Then, just as you do with your clients, we’ll help you set goals.

Identify target clients & build client personas

Until you’ve identified your target market and developed an in-depth knowledge of their behaviours, worries and ambitions, it’s impossible to effectively market your business.

We’ll help you identify your key target markets and then build detailed client personas to support your future marketing activities.

Review your existing marketing

We’ll then review every element of your existing marketing activity. And we do mean every element; no stone will be left unturned!

We’ll look at what’s working, what’s not, and what needs adding to your strategy to ensure you achieve your goals.

Agree key messages

Every business has key messages it wants to communicate to existing and new clients.

We’ll help you identify the key messages of your business and agree how these will be communicated both on and offline.

Produce a plan to achieve your goals

Showing exactly what you need to do, the plan will identify roles and responsibilities, priorities and budgets.

The detailed plan will leave you in no doubt what needs to be done to achieve your goals.

Identify key benchmarks

The success of the strategy should be judged on whether it ultimately helps you achieve your goals. However, to provide indications along the way, we’ll agree key benchmarks which should be measured each month.

Marketing Strategy

As part of the strategy development we will:

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.”

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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."

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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!”

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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."

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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.”

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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.

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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.

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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.

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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.

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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.

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