Wednesday 11 December, 10am

Free webinar: In conversation with Chris Budd - introducing a new way to track your clients’ financial wellbeing

Measuring your clients’ financial wellbeing enables you to demonstrate how you improve their lives.

The results can then be used to:

Improve the quality of client outcomes
Fulfil your Consumer Duty obligations
Support your marketing.

Until now, it’s been impossible to scientifically demonstrate that working with you improves your clients’ wellbeing and measure their relationship between money and happiness.

That’s where The Financial Wellbeing Pulse comes in. Developed by Chris Budd, founder of the Institute for Financial Wellbeing, Dr Sam Wren-Lewis of The Centre For Thriving Places and Dr Thomas Mathar of Aegon, the Financial Wellbeing Pulse tool is an exciting development that all planners need to know about.

What will you learn?

On the webinar, we’ll be joined by Chris Budd and you will:

Discover how the Financial Wellbeing Pulse tool works
Learn more about why it’s important to measure financial wellbeing
Understand how to use the results with your clients, in your business, and to help your marketing.

Who should attend?

This webinar is suitable for a wide range of people, including:

Business owners
Financial advisers and planners
Paraplanners and administrators
Operations and marketing managers
People with compliance and Consumer Duty obligations.

When?

10.00 am, Wednesday 11 December. It’ll last for an hour, including time for questions.

How much?

We’re passionate about helping you improve your marketing and the outcomes you help your clients achieve, so our webinars are always free.

How to book?

Click here to visit the registration page and grab your place.

Hear from our clients

Working with some great businesses.

Ian Else

Founder & Financial Planner, 4 Financial Planning

"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

Managing Director, NextWealth

"They were a delight to work with – super responsive to our requests and also brought lots of good ideas to the table."

Rob Gill

Managing Director, Altura Mortgage Finance

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

Tom Orchard

Director and Financial Planner, Annetts & Orchard

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

Alasdair Walker

Managing Director, Handford 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.”

ENDA BRADY

Financial Planner, IQ Financial

We were lucky to be referred to Yardstick last year. We are delighted we hired them. They have specialist knowledge designed specially to help Financial Planning businesses like ours.

JAYNE GRAVES

Head of Marketing, Ellis Bates Financial Advisers

Phil's style is informed, humorous and collaborative. The content is punchy, relevant, a go-to guide on how to create more recommendations and prompts action with no exceptions. Great workshop.

LLOYD FRENCH

Financial Planner and Founder, Delaunay Wealth

I am absolutely delighted with all the work the Yardstick team has done for us and am very excited about how this will drive our new business/client acquisition in future. I would highly recommend them to any financial planning firm that takes their business seriously.

JASON MCCONKEY

Director and Financial Planner, Insight Wealth

Great to work with a good professional outfit that had provided us direction and clear thinking in marketing our business effectively to obtain quality new clients.

GUY SKINNER

Director & Financial Planner, Citygate Financial Planning

A thorough and excellent service. Phil and his team know exactly what to do, how to do it and when to do it. We very much look forward to working together more in the future.

Get in touch

Request a callback

Whatever your marketing challenges, we're here to help. Simply complete this form and we'll be in touch.