17 December 2025

Free webinar: 10 marketing mindset shifts that’ll help you overcome doubt, motivate you to keep going, and win in 2026

We’ve never run a webinar like this before. 

Usually, our sessions are packed full of practical marketing strategy and tactics. However, December’s webinar is inspired by a financial planner who recently said to us:

“Any words of long-term motivation would be much appreciated. I’m having a lead drought and a LinkedIn crisis of confidence.”

If they feel that way, others will too.

So, in our final webinar of 2025, we’re going to talk about your marketing mindset. 

What will you learn?

On the webinar, we’ll share our own experiences here at Yardstick and those of our clients so, in 2026, you will be able to:

  • Overcome self-doubt
  • Deal with imposter syndrome 
  • Feel the fear and do it anyway 
  • Keep going with your marketing when you’re tempted to give up
  • Avoid the myths and misconceptions that will hold your marketing back.

Who should attend?

This webinar is for everyone who has responsibility for marketing.

That might mean you’re a sole practitioner or a small advisory or planning practice. It might mean you’re the marketing lead for a national advice firm.

Come along, listen to our ideas, and share your own. 

When?

We’ll go live at 10.00 am on Wednesday, 17 December.

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

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

How much?

Our webinars are always free, but you already knew that!  

How to book?

Join us and improve your newsletters. Grab your place now by visiting our registration page. 

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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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.

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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.

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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.

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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.

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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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