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Phillip is the Founder and Director of the Yardstick Agency, a business set up to support advisers, mortgage brokers and providers with their marketing. He is also our former Head of Marketing.

Having worked in financial services for over 15 years, as an IFA, business owner and Marketing Manager, Phillip brings a unique set of experiences to the role.

Prior to setting up the Yardstick Agency he was Head of Marketing at Sense Network. Previously, he was Marketing Manager for Investment Sense an IFA practice specialising in retirement options and self-invested pensions, which was renowned for ‘punching above its weight’. The Investment Sense website, which Phillip started and ran, was voted one of the top 10 IFA websites in both 2013 and 2014.

Phillip can be contacted on 07785 284429 or by emailing phil@theyardstickagency.co.uk

The secret to getting people to spend more time on your website

The secret to getting people to spend more time on your website Video may not have done much for the radio star, but if done right, it can do wonders for your website. In fact, a relevant, well produced video can encourage your audience to stay on a page an average of 2.6 times longer....

Awards: Worth entering or a costly waste of time?

With awards season firmly upon us, there seems to be a black-tie event at every turn and emails aplenty inviting entries to the latest ‘must win’ award. All this begs the question… Are awards worth entering? There seem to be two schools of thought: That entering awards should be an important part of your marketing...

Three things which make a great website

I firmly believe that every adviser looking for new clients need a website. I know some people will disagree with me, but it’s just common sense that a website improves the effectiveness of all other tactics. Take referrals and recommendations (without doubt the best way to attract new clients) for example. A proportion of prospects...

Should you include members of your team on your website?

I was chatting with an adviser recently about their new website. The conversation turned to whether she should include members of her team on the site. The adviser confided in me that she was nervous about adding her team to the website, as she thought it might give recruiters an opportunity to poach staff. I...

Revealed: The KPIs you should measure, but probably don’t

We love a KPI in our profession. Some are more useful than others, but knowing your numbers is fundamental to running a successful business. What those numbers are will differ from firm to firm. In my experience though, (and I used to be guilty of this too) very few businesses monitor them as closely as...

Why do so many advisers hide their Chartered status?

If things don’t change soon my full head of hair will soon be no more. Not, because of impending middle age, my father still has a full head of hair well into his 60s. But because every time I see a financial planner fail to promote their Chartered status, I pull out a handful in...

Why 35% of advisers might be wrong about Facebook

Speaking to financial services folk, whilst there are exceptions, I tend to hear two opposing views of Facebook: From marketers: “You must be on there, if you’re not, your business will be left behind.” From advisers: “My clients aren’t on Facebook; it would be a waste of time for me.” Instinctively I’m not drawn to...

Why your website must be mobile friendly

The recent Sense roadshows, and the interactive session I ran looking at adviser’s websites, emphasised how few are mobile friendly. In many ways, this really shouldn’t be a surprise. In my experience, once built, most websites are rarely looked at again. Mobile friendliness is something I’ve been talking to advisers about for a while; but...

Why Google, and your website, might stop referrals getting in touch

I’ve just spent an enjoyable couple of weeks presenting to Sense members about how advisers can improve their websites. We started each session with a bit of fun, by getting delegates to review the websites of their competitors. We simply searched for ‘financial advice’ followed by the name of the location we were in and...

VouchedFor and Unbiased: The definitive guide to improving adviser returns

Following our adviser survey in August, we are delighted to launch our white paper: VouchedFor and Unbiased – The definitive guide to improving adviser returns. Thousands of advisers use these directories, many of them relying on Unbiased and Vouchedfor for a high proportion of their new enquiries. I was therefore keen to better understand the...