The Yardstick Agency

Our Marketing Manager really enjoyed attending The Yardstick Agency's workshop on building and optimising a referral strategy. He thought the session was engaging, insightful and packed with practical and actionable ideas that can be easily implemented to support our process. Thanks again to Phil Bray for a great session.

We signed up to Yardstick's monthly content subscription, which gave us access to choose 6 from 24 articles a month, which really helped our blog creation and sending regular monthly email newsletters to our clients. The content varied between financial planning, mortgages and life pieces and all of a quality standard. I'd recommend if you struggle to produce regular, relevant content that is written by a human.

Really pleased with the work Yardstick did for us on our first website and branding for Paramount Wealth Management. As this was our first website project, we wanted a team that could guide us through the process properly and make things straightforward, which they absolutely did. They took the time to understand the business, what we were trying to achieve and how we wanted to come across to clients. The new branding and website feel modern, professional and much more reflective of the firm we’ve built. The team were great to deal with throughout and always quick to respond when needed. Would definitely recommend Yardstick to any financial planning firm looking to improve their branding and online presence.

Suttons are a company of independent financial advisers, we have been working with Yardstick for the past few years to manage our regular marketing newsletter. We decided that a revamp of our website was required, we contacted Yardstick to hear their ideas and ultimately contracted this to them. The process from concept to delivery was managed and driven by them incredibly, we were kept informed at every stage. The final delivery has exceed our expectations, the follow up and support has been brilliant. We would have no hesitation in recommending the Yardstick team. Thanks!!

We’ve had a very positive experience working with The Yardstick Agency. The team are consistently friendly, responsive and easy to deal with, which makes a real difference on a day-to-day basis. The quality of their articles and marketing content is excellent – well written, engaging and clearly tailored to the target audience rather than generic material. The articles also look great visually and have genuinely enhanced our website, helping to improve both presentation and client engagement. Pricing has also been competitive, offering strong value for the level of service and output provided. Overall, a professional and reliable partner, with a personable team, high standards of delivery and strong commercial awareness. I’d happily recommend them to other firms looking to enhance their marketing and client communications.

Phil and the team at Yardstick have given us a clear marketing structure and a partner who keeps us in check. They're who we bounce ideas off, who pushes back when we need it, and who holds us accountable. Over the past 18 months they've helped us launch a dental specialist newsletter and grown our review base from a handful to nearly 70. Yardstick have also completed a client survey which has given us some valuable feedback.

This was a fabulous webinar. The examples given were particularly useful. I can safely say this is one of the best marketing webinars I've ever attended and I've worked in financial services for 20 years!