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Marketing audits for financial advisers who want clarity on what’s working and what isn’t

Sometimes the problem is not a lack of effort. It is not knowing where the gaps are.

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, I take a step back and review your digital marketing activity to identify strengths, weaknesses and practical opportunities for improvement.

Writing notes in the workspace

Clear feedback

Practical recommendations


A marketing audit should not leave you with a 40-page document full of marketing bingo and no idea what to do next.

The goal is clarity.

I 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 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.

Now that you know what's not working, lets build a plan that acutally fixes it your wider marketing strategy.

If you need someone to implement these changes for you, I can support you with our monthly support service

Still not sure what you need?  Check out our on-demand services which details all our services we offer.

Support Services

What happens after your audit?


Still deciding?

Your Questions Answered

Explore our FAQs to get answers to some of the most common questions about a surface level marketing audit.

  • If your marketing feels a bit all over the place, or you’re not seeing results despite “doing all the things”, a marketing audit gives you clarity. I review what you’re currently doing, what’s working, what’s not—and most importantly, what to do next.

  • A marketing audit reviews how your business currently presents itself across your website, social media,  messaging and wider digital presence. The goal is to identify the gaps and opportunities for improvement.

  •  You’ll receive a structured, easy-to-follow report broken down into 6 key areas with a summary section on what to prioritise.  You also have the option for me to walk you through it, so you know exactly where to focus first.

  • Most surface level audits are completed within 24 hours.  If you are looking for full marketing gap analysis, this take a little longer - usually around 5-10 days.

  • Yes.  With our surface level audit, we are identifying where you’re losing people, what’s not converting, and where the real opportunities are. Small changes can make a big difference.

  • Absolutely. In fact, small businesses benefit the most—it helps you stop wasting time and start focusing on what actually works.

  • Absolutely. An outside perspective can often identify gaps, inconsistencies or missed opportunities that are difficult to spot internally.

Want to chat?

Sometimes you don't need to start from scratch.  You just need direction.

If marketing feels inconsistent, underperforming or disconnected, a marketing review can quickly highlight where improvements need to happen.

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