If your marketing feels disconnected, unclear or inconsistent, you’re probably too close to it.
Most advisers are busy running the business, servicing clients and dealing with compliance requirements. Marketing often becomes reactive rather than strategic.
Websites get updated in bits.
Social media becomes inconsistent.
Messaging drifts.
Different platforms feel disconnected.
SEO is overlooked.
Campaigns happen without a clear plan behind them.
And because it happens gradually, it can be difficult to spot where things are no longer working properly.
That is where a marketing audit helps.
At 3060 Marketing Ltd, we take a step back and review your wider marketing activity to identify strengths, weaknesses and practical opportunities for improvement.
Clear feedback
Practical recommendations
A marketing audit should not leave you with a 40-page document full of jargon and no idea what to do next.
The goal is clarity.
We review how your business currently presents itself across your website, social media, messaging and wider digital presence, then provide straightforward recommendations that are realistic and actionable.
The focus is on helping you:
improve visibility
strengthen credibility
create consistency
identify missed opportunities
make better marketing decisions moving forward
What’s Included
Review of your current marketing activity (what you’re doing now)
Social media review (what’s working and what’s being missed)
Website review (how well it’s converting visitors into enquiries)
Messaging and positioning check (is it clear who you’re for?)
Competitor snapshot (where you sit in your market)
Who It’s For
You want to improve your marketing
You’re doing bits of marketing but not seeing results
You feel like you should be getting more enquiries
You don’t have a clear strategy
You’re not sure what’s worth your time (or budget)
What You’ll Get
An honest, practical review of your current marketing activity.
Identification of gaps and weaknesses
Better understanding of your digital presence
Strategic direction for future marketing activity
Support from someone who understands professional service businesses and regulated industries
What Results Look Like
Better consistency across your marketing
Improved website performance
Stronger first impressions
More confidence in your marketing decisions
Better user experience online
Improved visibility and positioning
A stronger foundation for future growth
What working together looks like
A marketing audit is designed to give you an outside perspective on how your business currently shows up online.
Working with financial advisers and regulated businesses across Scotland, including Edinburgh, Glasgow, Stirling and Aberdeen, we make sure the process is straightforward, collaborative and focused on practical improvements rather than unnecessary complexity.
1. Discovery
We discuss your business, audience, goals and current challenges.
2. Review & Analysis
Your website, social media and wider marketing activity are reviewed in detail.
3. Recommendations
Clear feedback and practical opportunities for improvement are identified.
4. Next Steps
You can implement the recommendations internally or continue working with 3060 for ongoing support and strategy.
FAQS
What is included in a marketing audit for financial advisers?
A marketing audit reviews how your business currently presents itself across your website, social media, branding, messaging and wider digital presence. The goal is to identify strengths, weaknesses and opportunities for improvement.
Will I receive practical recommendations?
Yes. The focus is on clear, realistic recommendations rather than overcomplicated reports full of jargon.
Can you audit just my website or social media?
Yes. Audits can focus on specific areas of your marketing or your wider overall presence depending on what support you need.
Is this useful if I already have an in-house marketing team?
Absolutely. An outside perspective can often identify gaps, inconsistencies or missed opportunities that are difficult to spot internally.
What happens after the audit?
You can either implement the recommendations yourself or continue working with 3060 Marketing Ltd through ongoing marketing support, strategy or content services.