The ‘Pick & Mix’ service

This option gives existing advisory businesses that already do some marketing the chance to review and fix the stuff that doesn’t work.

Initial marketing strategy meeting

Your marketing may not be delivering the results you expected or hoped for. When you first take on a client, you’ll review their existing plans and develop a strategy to deliver their agreed goals. We’re no different. We’ll understand what you want to achieve with your marketing, look at what you’re already doing and recommend a strategy to meet your objectives.


You may be very happy with your existing brand. And we’ll happily work with that. But if you feel it’s time for a change, we’re highly skilled practitioners who can develop a brand to truly reflect your business.

Website design and development

You’ll almost certainly already have a website. If it’s not delivering, it may just need a few tweaks. But it could need a fundamental redesign. Either way, our experienced team can deliver a site that gives you a shop window to attract clients. And one you – and we – can be proud of.

Website MOTs

We want you to remain happy with your website. And it has to keep doing its job for you. Every website built by Yardstick gets an annual MOT. We’ll check for any issues which could reflect badly on your business and brand.

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’re on the right track. And give you great foundations to build on if you want to spend more money on this.

Website copy writing

Your website won’t be effective if your audience don’t connect with the words on screen. We’re experienced copy writers. We’ll get to know your business and produce content for your site to engage your visitors and communicate your key messages.

Stationery & email footer design

If you rebrand your business, your business card, letterhead and email footer all need to change too. We’ll redesign everything to reflect your new positioning and identity.

Design of initial disclosure documents

Rebranding or not – it doesn’t matter. Take the opportunity to review these documents. We’d put money on the fact they could be more engaging for clients. We can help make them add value beyond their basic compliance function. They can sell your services too.

Google My Business set-up

You need to impress potential clients right from their first online search. Your Google My Business account can help you dominate the results page for searches relating to your brand. We can claim it for you and build the page. If you’ve done this already, we can make sure it reflects your brand, its key messages and best practice.

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 or amend your profile to re-enforce your brand. And build your credibility with potential clients too.

Social media set-up

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


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