Wednesday 25 November

NEW webinar: In conversation with Danielle Cornelissen - how the service you deliver will make or break your marketing

Your firm’s back-office operations directly impact your marketing.

Deliver a great client experience, and you’ll turn clients into advocates, strengthen your reputation, and make your marketing easier.

Deliver a poor experience, and you’ll create detractors, damage your reputation, and make your marketing much harder.

That’s why operations and marketing are partners.

In this webinar, we’ll explore the link between operational delivery, client experience, your brand, and your marketing.

And to help us do that, we’ll be joined by Danielle Cornelissen, founder of 5 ELK, a leading provider of outsourced back-office support for financial advisers and planners.

What will we talk about?

During our conversation with Danielle, we’ll discuss:

Ways to monitor service satisfaction
Handling complaints when service falls short
How to maintain service standards as your firm grows
The impact poor service can have on your firm’s reputation
How great service creates advocates, referrals, and positive reviews
How to spot when your service is getting stretched before clients feel the impact.

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, anyone responsible for your firm’s client experience, operations or marketing will find it useful.

When?

We go live at 10.00 am on Wednesday 25 November for one hour, with plenty of time for questions.

Afterwards, we’ll send a recording of the session to everyone who registers, even if they can’t attend live.

How much?

You know this by now, but in case you’ve forgotten, our webinars are always free.

How to book?

Click here to visit the registration page and grab your place.

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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