10 June 2026

Free webinar: In conversation with Mark Ritson – practical marketing lessons from a 21st-century marketing genius

New tactics, platforms, and “must-dos” can make marketing feel relentless and mean many advisers and planners end up doing more but getting less in return.

That’s why this webinar matters.

We’re delighted to be joined by Mark Ritson, one of the world’s best-known marketing commentators, renowned for cutting through nonsense and focusing on what really matters: strategy, positioning, brand building and (of course) results.

Expect blunt opinions, hard truths, and plenty of swearing as Mark helps you make better decisions about where to focus your time, effort, and budget.

This is a webinar you won’t want to miss.

What will you learn?

On the webinar, you will discover:

  • Why you should put strategy before tactics 
  • Why we need to spend more time on positioning 
  • The biggest mistakes we make with our marketing 
  • The importance of measuring results and how to do it
  • Why price transparency can be a competitive advantage 
  • The key ways to look different and stand out in a crowded market 
  • How to allocate your resources between brand building and short-term sales.

Who should attend?

Let’s keep this simple: if you have responsibility for marketing, this webinar is for you.

We guarantee you’ll learn loads from Mark, and it’ll be an hour very well spent. 

When?

We’ll go live at 10.00 am on Wednesday, 10 June. 

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 registers. 

How much?

We want to support the financial services community, so our webinars will always be free. 

How to book?

Click here to visit the registration page, grab your place, and leave your questions for Mark. 

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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