Wednesday 22 May

Free webinar: Everything you need to know about client surveys in 2024

Client surveys were important even before the Consumer Duty was a twinkle in the FCA’s eye.

Now though, in 2024, they’re vital to every business. 

In our experience, most firms don’t run client surveys, and those who do get many things wrong including the timing and the questions. 

In this webinar, we’re going to put that right.

What will you learn?

On this webinar, you will:

  • Learn the four reasons why you should run regular client surveys
  • Discover when you should run them and why they should not be sent after annual reviews or new business
  • Be taught the key steps to run a successful client survey project and maximising responses
  • Learn the 10 things you should do after the client survey 
  • Get help dealing with the demons in your own mind, or the naysayers in your business, that are preventing you from running a client survey. 

Who should attend?

This webinar is aimed at anyone with responsibility for marketing in a financial advice/planning practice, including: 

  • Financial advisers and planners
  • Practice and operations managers
  • Marketing managers and executives.

It will also be useful for people who have compliance or Consumer Duty responsibilities. 

In other words, everyone is welcome. 


10.00 am, Wednesday 22 May. 

It’ll last for an hour, including plenty of time for you to ask questions.  

How much?

Nothing. Our webinars are always free. 

How to book?

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

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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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

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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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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