Create and nurture an engaged audience with social media advertising

There are multiple advantages of social media advertising. With the right knowledge and expertise, your business will reach almost any potential client and introduce a brand-new audience to your services.

One word to describe how we will work together to achieve success is collaboration. Your input and knowledge about your current target client base, and the clients you want to target, is absolutely vital to us.

Before we get stuck in, we’re going to be throwing a lot of words at you that you may not have come across before. Give them a once over before you continue:

  • Lead Generation: A campaign which enables you to collect information (for example, their name, email address and telephone number) about potential clients who click on your advert. Lead generation is a process that increases brand awareness, builds community relationships and generates high-quality leads.
  • Traffic campaign: Sends a user to a website page of your choice, without collecting any data. Traffic ads are very quick and easy to build, will generate valuable traffic to your website and create brand awareness.
  • Pixel campaign: The pixel is a piece of code which we will place onto any page on your website, then anyone who visits that page will see your advert on Facebook.
  • Nurturing: This term refers to a process designed to establish a relationship with potential clients as once they have engaged with your social media advertising, a nurturing sequence maintains contact with the user via email.

Our social media advertising service involves:

Based on your goals and your target audience, we will make recommendations on which social media platform (e.g. Facebook, LinkedIn) would be best to host your campaign. We will also set up accounts and pages should you need.

We have expertise and experience with all different types of social media advertising campaigns, meaning we will determine which campaign style is best for your objective. From traffic campaigns to lead generation, we will make recommendations based on your goals.

Following your branding guidelines and tone of voice, we will design creative options for the imagery and copy within your campaign. We will provide a variety of choices for you to consider which will be tested during the first few weeks of the campaign.

For our lead generation campaigns, we create a bespoke landing page which users will be directed to when they click on your advert. We will write the copy, add any relevant imagery and include a link to download your guide.

A huge part of our lead generation campaigns is the bespoke guide that will sit on the landing page – the selling point of your campaign. It will position you as the go-to expert on the topic it is based on, and it gives the potential client an incredibly useful asset to take away. It also provides a great conversation starter for when you follow up on any new leads.

We will nurture your leads for you. We write and create an email nurturing campaign which is automatically sent to leads using the information they provide when they download your guide. The leads will then be added to your newsletter database following the nurturing email campaign, which typically lasts four weeks.

Following your campaign launching, the first four weeks are crucial. This is a great opportunity to split test various images, copy and even audience options. We will keep a very close eye on the campaign to understand how the target audience is responding to it and prepare any recommendations following the initial testing period.

Once your campaign is live, we will monitor it to ensure that it provides you with high-quality leads. This monitoring process involves checking the budget/cost per download, managing any comments, inviting engaged users to like the social media page and recommending any changes to continually improve performance.

Sound good?

When you work with our paid social media team, we bring our experience and knowledge of the paid social media landscape plus our financial services expertise.

By letting us take care of your social media advertising campaigns, this leaves you and your team to focus on the most important thing – your clients.

If this sounds like something your firm could benefit from, or you’d like more information, please email us at or call 0115 8965 300.

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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