Wednesday 14 August, 10am

Free webinar: In conversation with Phill Agnew - how to convert more prospects into clients using behavioural science

The problem? If you fail to deeply understand your right-fit clients and prospects, you cannot market effectively to them. 

You’ll waste time, money, and energy on trial-and-error tactics, and likely be frustrated with the meagre return on your investment.

The solution? Incorporating behavioural science into your marketing endeavours.

So, for this webinar, we’re delighted to be joined by Phill Agnew, host of the UK’s number one marketing podcast, Nudge. He’s a specialist in consumer behaviour, and looks specifically at how to apply behavioural science to each stage of the marketing funnel. 

If you want to predict how your clients and prospects will respond to your marketing efforts, and use those insights to better promote your life-changing services, this webinar is for you. 

What will you learn?

We’ll talk to Phill about:

  • His favourite examples of “nudges” in the wild (a nudge is an intervention that helps a user make better decisions… including a client testimonial on your website is one example!)
  • Evidence-backed tips and real-world examples to grow your business 
  • 7 behavioural science tools to turbocharge your marketing
  • How to better attract right-fit clients using psychology.

Who should attend?

In short, anyone responsible for marketing in the financial services profession, including owners, marketing executives/managers, and financial advisers/planners, will benefit from this webinar.


10 am, Wednesday 14 August. 

It’ll last for an hour, including plenty of time for you to ask Phill your burning questions to improve your marketing proposition.  

How much?

Nothing. Our webinars are always free. 

How to book?

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

Register here

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.”

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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."

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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!”

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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."

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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.”

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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.

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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.

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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.

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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.

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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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