Yardstick Membership

Getting your marketing on the right track with our ‘Made Simple’ or ‘Pick-and-Mix’ services is just the start.

You need to continue heading in the right direction with our newsletters for financial advisers.

A Yardstick Membership offering newsletters for financial advisers, will help you stay in touch with clients and nurture the relationship with prospects who haven’t yet become a client. It gives them valuable news and information in easy to read, timely, chunks while positioning you as a helpful and approachable expert.

Unlike other similar services, doing newsletters for financial advisers through the 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 the newsletters

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

We offer two membership options; syndicated and bespoke. Both are available on a monthly or quarterly basis.

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 and your clients.

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

Some further things you need to know

As you would expect, when we’re creating newsletters for financial advisers, 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.

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

Marketing strategy

A bespoke strategy to achieve your goals

Find out more