19 November 2025
Free webinar: The 10 biggest mistakes advisers and planners make with newsletters and how to fix them
Get your newsletters right, and they’re a vital part of your marketing strategy – boosting referrals, nurturing prospects, and nudging professional connections.
Get them wrong, and it’s like throwing good money after bad each month.
What will you learn?
On the webinar, we’ll reveal the 10 biggest mistakes advisers and planners make with their newsletters, which:
- Lead to low open and click-through rates
- Undermine your positioning as a trusted expert
- Waste your time every month without delivering results
- Result in irregular sending patterns that reduce engagement
- Make nurturing prospects and professional connections harder
- Damage the perception clients, prospects, and professional connections have of your firm.
Who should attend?
This webinar is particularly suitable for anyone in an advice and planning firm who wants to:
- Start sending newsletters
- Improve their existing newsletters
- Learn how newsletters can nurture prospective clients and generate referrals.
When?
We’ll go live at 10.00 am on Wednesday, 19 November.
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.
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Founder & Financial Planner, 4 Financial Planning
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Director and Financial Planner, Annetts & Orchard
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Managing Director, Handford Aitkenhead & Walker
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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
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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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