Wednesday 23 July, 10 am
How ChatGPT is changing the way new clients find your business and why you need to act now
Consumers are already using AI and LLMs (Large Language Models) like ChatGPT to find financial advisers, planners, and mortgage brokers.
Is your marketing ready for this change or is it stuck in 2020?
This webinar will be packed with valuable hints, tips, and practical advice to help you capitalise on this exciting opportunity.
Two heads are better than one, so we’re delighted Lee Robertson will be joining us on this webinar to offer his advice.
What will you learn?
We have a simple, yet impactful agenda.
On the webinar, you will:
- Learn the AI, LLM and marketing basics
- Understand the two ways consumers are using AI to find businesses like yours
- Discover the three simple things you can do to be found and recommended by LLMs.
You’ll leave the webinar with a list of actions to take advantage of this amazing opportunity.
Who should attend?
The webinar is open to all. However, it will be particularly useful for:
- Marketing managers and executives
- Financial advisers and planners
- Operations managers
- Mortgage brokers
- Practice owners.
In fact, anyone who has responsibility for marketing or an interest in how consumers use AI, will benefit from attending.
When?
Wednesday, 23 July at 10 am.
It’ll last an hour, including plenty of time to ask questions.
How much?
Nothing.
We love our community, so our webinars will always be free.
How to book?
Click here to visit the registration page and grab your place.
Register hereHear from our clients
Working with some great businesses.
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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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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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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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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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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