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10 mistakes financial advisers and planners make with their website

(Webinar) Thursday 31 March 2022, 9:30 am – 10:30 am
Register here

Your website is your shop window. It’s where potential clients start to decide whether you are the right adviser or planner for them. And, you have no right to reply.

That means you’ve got to get it right. Unfortunately, many advisers and planners make basic mistakes on their websites.

Learning objectives:

By attending this webinar, delegates will be able to identify:

  • The journey potential clients take to your door
  • Why your business needs a great website
  • The 10 key mistakes advisers and planners make with their website
  • The impact these mistakes will have on your business
  • How you can fix the mistakes

Speaker Biography

Phil Bray is the Founder and Director of The Yardstick Agency.

He has worked in financial services for over 20 years. He started at the coal face as a financial adviser before moving into marketing. He was head of marketing at a financial planning practice and network before setting up The Yardstick Agency in 2017.

Phil had three aims when setting up The Yardstick Agency; to help more consumers connect with financial advisers and planners, to help advisers and planners market themselves more effectively and to provide jobs in Nottingham.

The Yardstick Agency is now the highest-rated agency specialising in financial services and has a team of 40 people providing marketing strategy, websites, branding and design services, blogs, newsletters and inbound marketing to its clients.



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