24 June 2026

Free webinar: In conversation with Heather Murray - how advisers and planners can use AI to improve their marketing

AI is everywhere, and there’s no shortage of new tools, features, and opinions.

That noise creates paralysis by analysis, FOMO, and indecision.

As a result, advisers and planners risk missing the biggest opportunity AI offers: using it to actually improve their marketing.

That’s what we’ll explore in this webinar with Heather Murray, founder of AI for Non-Techies and one of the UK’s leading voices on practical, human-first AI adoption.

What will you learn?

On the webinar, you will learn:

What AI really means in a marketing context
Where advisers and planners are using AI badly
How to deal with AI sceptics in your organisation
The AI tools Heather recommends you check out
Practical AI use cases for adviser/planner marketing
How to use AI to improve your marketing, not just do it faster
The risks of using AI in a trust-based and heavily regulated profession
How to run an AI tool audit and focus on the tools that are worth your time.

Who should attend?

This webinar is particularly suitable for:

Business owners
Financial advisers and planners
Practice and operations managers
Marketing managers and executives.

In fact, the revolutionary impact AI will have on advice and planning firms means anyone who owns, runs, or works in one should attend.

When?

We’ll go live at 10.00 am on Wednesday, 24 June.

The webinar will last for an hour, including plenty of time for questions. You can leave your questions for Heather when you sign up.

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

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 Heather.

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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