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

"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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Get in touch

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