Our workshops

Free webinar: Everything you need to know about building a fees page for your website

Our research shows that only around 11% of financial advisers and planners disclose fees on their websites.

It’s not a regulatory requirement to disclose fees online, but those who do say there are huge benefits.

So in this webinar, we’re going to investigate the topic in more detail.

What will you learn?

On this webinar we will:

  • Explain the pros and cons of online fee disclosure
  • Show you the 5 things you must include on your fees page
  • Reveal the 6 mistakes advisers/planners make with online fee disclosure
  • Discuss how your fees page should be added to your website’s navigation.

Who should attend?

  • Financial advisers and planners
  • Paraplanners
  • Marketing Managers and Executives
  • Practice managers.

In fact, anyone who has responsibility for marketing will find this webinar useful.


10 am on Wednesday 22 February.

It’ll last for an hour, including time for questions.

How much?

One of the reasons why we set up The Yardstick Agency was to help advisers and planners improve their marketing and engage new clients.

That means our webinars will always be 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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