Stand out from the crowd and build your reputation by harnessing the power of social media

By 2027, the social media penetration rate (share of the population who use social media at least once a month) is expected to reach 93.48% in the UK.

So, if you want to get in front of potential clients and professional connections, social media is an important part of your marketing strategy.

If you’ve ever tried managing your own socials, you’ll know that it’s time consuming and resource intensive to consistently produce engaging material, grow your network, and engage with the wider online community.

That’s where we come in.

Our two social services are:

  1. Yardstick Membership Plus – only available to Yardstick Membership clients
  2. Yardstick Engage.

Yardstick Membership Plus

Yardstick Membership includes the production of articles, blogs, guides and newsletters uploaded direct to your website, providing valuable news and information in easy to read and timely chunks, while positioning you as a helpful and approachable expert.

Yardstick Membership Plus is an add-on to this. We write and schedule posts based on this content, providing a consistent stream of topical and interesting information to your online audience. We offer this service across LinkedIn, Facebook, Twitter, and Instagram. If you’re unsure which platforms are most appropriate for your audience, we can help.

Yardstick Membership Plus is best seen as a “ticking over” service. If you are looking for something more all-encompassing, keep reading.

Yardstick Engage

Yardstick Engage is our social media management package where we run your profile(s) for you with the intention of:

  • Raising your online presence
  • Increasing your audience size
  • Encouraging more of the right type of people to visit your website
  • Converting these visitors into new prospects.

With Yardstick Engage, we:

From the blogs on your website to our in-house bank of content written by financial services experts, we’ll use our social media know-how to repurpose a range of relevant material into great posts.

In addition to writing the posts, we’ll source any necessary images and design any graphics required to make your posts stand out from the crowd.

By sending connection requests specifically to your ideal clients, we’ll grow your online network in a meaningful way, putting your high-quality posts in front of the right people. No scattergun approach here!

Engaging is an often overlooked but hugely important aspect of any successful social media strategy. After finding your ideal clients online, we’ll react to and comment on their posts to build a high-quality, two-way relationship.

We’re not talking about those pushy, sales-y messages that, unfortunately, LinkedIn has become well-known for. Where appropriate, we’ll reach out to prospects in your inbox to build trust, share knowledge, and create a genuine connection.

Sound good?

It’s true that prospects don’t always need financial advice/planning when they first come across you.

We can’t change that.

But it’s also true that many financial advisers and planners aren’t making the most of the opportunities provided by social media.

A strategic and consistent approach will help you stand out from the crowd and make it more likely that, when they do need financial advice/planning, it’ll be you they think of.

And, by outsourcing, you’re free to spend your time doing what you do best – changing clients’ lives.

If this sounds like something your firm could benefit from, or you’d like more information, please email us at

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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