25 March 2026

Free webinar: In conversation with Steve Martin – how to use ethical influence to build trust, convert more prospects, and generate referrals

When you know how to use influence ethically and effectively you’ll convert more prospects, help more clients get peace of mind and build a better business.

And that’s exactly what we’ll be talking about in this free webinar.

We’ll be joined by Steve Martin, author of the best seller Influence at Work and one of Robert Cialdini’s most well-known collaborators.

Expect practical behavioural science you’ll be able to start using as soon as the session ends.

What will you learn?

On the webinar, you will learn:

The most common mistake that subtly undermines trust
What to do when prospects delay their decision to engage
The behavioural triggers that make clients more likely to refer
The difference between ethical persuasion and manipulation
Practical ways to increase credibility and influence on your website
Which of Cialdini’s principles advisers and planners most underuse
How to stand out and demonstrate authority without sounding boastful
The pros and cons of disclosing fees online (plus tips for framing fees to reduce resistance).

Who should attend?

Financial advisers and planners
Business owners and managing directors
Marketing teams working in, or alongside, advice firms

In fact, this webinar will be useful to anyone in a marketing or client-facing role.

When?

We’ll go live at 10.00 am on Wednesday 25 March.

The webinar will last for an hour, including plenty of time for questions.

Afterwards, we’ll send a recording to everyone who registered.

How much?

Free.

But you knew that!

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.

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