10.00 am Wednesday 3rd March 2021

Free webinar: How to promote being included in VouchedFor’s 2021 top-rated guide

On the 10th of April VouchedFor will publish its 2021 financial adviser ‘Top Rated’ guide in The Times newspaper.

If you or your firm have made the grade, congratulations!

However, qualifying is only half the job. You’ve now got to promote your inclusion to clients, prospects and professional connections.

Our latest free webinar will help you do just that.

What will you learn?

On the webinar we’ll:

Explain the dos and don’ts when you promote being a Top Rated adviser
Explain the assets VouchedFor will provide to individual advisers/planners, and firms, to promote their inclusion
Reveal our top tips for promoting your qualification to clients, prospects and professional connections
Explain the changes you should make to your website

You will also receive a free checklist at the end of the webinar to make sure you’ve got all the bases covered before 10th April.

Who should attend?

This webinar is open to all, including:

Financial advisers and planners
Business owners
Practice managers
Paraplanners

In fact, anyone in your business involved in promoting your inclusion in the guide.

When?

10.00 am Wednesday 3rd March.

How much?

We’re committed to supporting the financial planning profession so there will be no charge for attending this webinar.

How to book?

Click the link, complete your details and we’ll send you a personalised link to the webinar.

Hear from our clients

Working with some great businesses.

Ian Else

Founder & Financial Planner

"The brand, logo and website has hit the brief perfectly and I couldn’t be happier! I wouldn’t hesitate to recommend them.”

Heather Hopkins

NextWealth

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Rob Gill

Altura Mortgage Finance

"Best of all, their results driven approach is both refreshing and helping us achieve real goals. Thank you Yardstick!”

James Mackay

Independent Financial Adviser & Managing Director

"If you’re a financial services firm looking for marketing experts, The Yardstick Agency should be your first call.”

Tom Orchard

Independent Financial Adviser

"I’m a big Yardstick fan now and look forward to working with them on future projects."

Alasdair Walker

Chartered Financial Planner, Hunter Aitkenhead & Walker

"We have felt like collaborators, rather than customers, and feel like Phil and his team has a vested interest in our marketing success that far exceeds his fee.”

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