Workshop: How to build a practical, simple, and successful referral strategy – updated for 2026
£175 + VAT
On this workshop, we’ll show you how we helped one financial planner increase referral numbers by 189% over the last two years.
Referrals from existing clients are the best type of new enquiry, because they have the lowest cost of acquisition and the highest conversion rate.
However, if you don’t have a clear strategy to maximise the opportunity, you’ll be forced to spend money on other types of marketing.
So, if you’d like more referrals and want to spend less on your marketing, this workshop is for you.
What will you learn?
The workshop is interactive, tactical, and practical.
You’ll leave with a list of things you can start doing straightaway that’ll have an immediate impact.
Specifically, during the workshop, you’ll discover:
- Why you should never ask clients for referrals
- How to impress referrals on their digital journey to your door
- The two gaps you need to close to maximise the opportunity
- The 12 reasons why advisers and planners don’t get more referrals
- The processes you need to build and the bad habits you need to break
- How people use AI to confirm you’re the right adviser/planner for them
- 3 times you should show your clients how much you appreciate referrals
- Why you should prioritise a referral strategy ahead of other marketing tactics.
You’ll also be taught our unique 6-step referral conversation that’s helped one financial planner increase his referrals by 189% over the last two years.
After the webinar, you will be sent:
- The slides
- A recording so that you can watch the session back
- A script for you to edit and use when having the referral conversation
- Our exclusive checklist to help you implement our recommendations.
When?
Tuesday 28 July from 10 am to 1 pm on Zoom.
How much?
£175 plus VAT.
How to book?
We only have spaces for 30 people on the workshop.
So, if you want to attend, click “Buy” above to reserve your place, and we’ll send you a personalised invite by email.
If you have any questions, please email abi@theyardstickagency.co.uk for more information.
Once you have made your purchase, our head of client engagement, Abi Robinson, will send you a personalised Zoom invite to the session by email.
We do not offer refunds, but all registrants will be sent the slides and recording after the session. If you are unable to attend, you are welcome to watch the workshop back at any time.
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