Wednesday 19 February, 2 pm

In conversation with Samantha Russell – practical and actionable lessons to improve your marketing

Samantha is an expert on branding, digital marketing, and inbound lead generation for financial advisers and planners.

Based in the US, Samantha has delivered over 600 presentations since 2015 and spoken to over 10,000 advisers and planners.

So, we’re delighted that she will be joining us to share her unique perspectives and expertise with us in our February webinar.

What will you learn?

In this free webinar, we’re going to talk about:

Practical and proven lead generation tactics
Why advisers/planners need social proof and how to get it
The key things financial advisers and planners should include on their websites
The mistakes advisers and planners make on social media and how to avoid them.

We’ll also ask Samantha your questions, which you can leave when you sign up for the webinar.

Who should attend?

Samantha’s marketing knowledge and experience are so wide-ranging that this webinar will benefit everyone in the financial services profession responsible for marketing themselves or their business.

When?

Samantha is based in the US, so we’re starting a little later than usual. We’ll go live at 2.00 pm on Wednesday, 19 February.

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

How much?

Nothing. Our webinars will always be free. It’s one of the ways we support the financial services community.

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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