Yardstick Membership

A service to provide newsletters, blogs and guides for your clients, prospects and professional connections

The package includes the production of articles, blogs, guides and newsletters, plus a host of other options for firms who want to accelerate their growth. It gives clients, prospects and professional connections valuable news and information in easy to read and timely chunks, while positioning you as a helpful and approachable expert.

Unlike other similar services, Yardstick Membership means the hard work is done for you:

  • We write the articles
  • We add the articles to your website
  • We build and send your newsletters

You can sit back and relax (alright, we know you might have a few other things on your plate!) knowing you are in safe hands.

Plus, unlike others, we won’t tie you into onerous contracts. In fact, you can leave us at any time, with no notice.

We offer two membership options; Syndicated and Bespoke. All are available on a monthly, bi-monthly or quarterly basis.

We offer two membership options; the benefits and differences are explained below:

Syndicated Bespoke
Articles written and added to website

A complete service, giving you peace of mind that your communications are in safe hands.

Six articles per edition, based on your target clients.

Three articles per edition, written exclusively for you.

Available on a monthly or quarterly basis

Publication frequency to suit you and your clients.

Electronic newsletter

Trackable, convenient and more cost-effective.

An email newsletter is the most trackable, cost-effective and convenient way of distributing the content we produce for you.

Branded communications

We know how important this is. All communications will carry your branding. Continuing to position you and your business as the ‘go-to’ experts among your clients, prospects and professional connections.

Branded guides and infographics

We’ll give your clients more in-depth information and analysis through branded guides published throughout the year. Over time, they’ll form a comprehensive library which we’ll customise with your brand.

Annual Budget newsletter

An important landmark in the financial year. We’ll keep your clients well informed with a newsletter covering the key points on the afternoon of the Budget, not days later when others have beaten you to it.

Ad hoc client communications when required

There are times when clients will look to you for information and reassurance. When these things happen, and you want us to, we’ll keep your clients fully informed.

Repurpose our content

You will have access to all our content which you can use for alternative purposes. For example, if you advertise in magazines, our content makes a great alternative to a traditional advert, and certainly adds more value to the reader.

Management information

Information is key to measuring the success of your marketing activities. Each month we’ll provide a comprehensive report showing a series of key metrics.

Online portal

Data security is vitally important. We’ll provide you with an online portal to manage your data.


Click here to email us and we’ll send you our pricing

Click here to email us and we’ll send you our pricing

You should also know

As you would expect, when we’re creating newsletters for financial advisers and planners (and when it’s necessary) we will liaise with your compliance department to obtain the relevant approval before publication.

Some advisers and planners simply want the content adding to their website but don’t require the newsletter element of the Yardstick Membership package. That’s fine with us. Contact us for more information.

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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