Marketing strategy

A comprehensive marketing strategy will improve the chances of your clients achieving their aspirations and objectives. The same is true of your business and its marketing plan.

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

We will:


Get to know your business

Where are you now, and where do you want to get to?

What’s working, what’s not, and what do you need to change to achieve your goals?


Identify your target clients

Until you have 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.


Agree the key messages

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

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


Review of 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 in to your strategy if you are to achieve your goals.


The process

Once we have agreed to work with a client we’ll need a day with you, fact-finding, meeting key people in your business and starting to build client personas.

We’ll then head back to the office to continue reviewing your existing marketing and developing a bespoke strategy.

Finally, we’ll meet again so we can reveal 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 the recommended strategy.

The ‘Made Simple’ service

For new start advisory firms

Find out more

The ‘Pick & Mix’ service

For existing advisory firms and providers

Find out more

Yardstick Membership

Newsletters and blogs for your clients

Find out more