webinar register page

Webinar banner
Revealed: How to solve the dirty dozen (the 12 reasons why financial advisers and planners don’t get more recommendations)
We’re on a mission to help financial advisers and planners get more recommendations from existing clients.

If you want to maximise the recommendation opportunity this webinar is for you.

But, before we go any further, we need to explain something.

Over the years, we’ve happily given away countless hints, tips, ideas, templates, and checklists away for free. We’re not going to stop doing that as we move into 2022. However, we’ve decided that this webinar will be a ‘paid-for’ event.

We’ve taken this decision for several reasons:

1. At two hours long, plus Q&A, you will benefit from a much deeper dive into this topic

2. The techniques and information we’ll reveal are hugely powerful and will transform how you approach recommendations

3. Finally, many of our clients have already paid us for this content. It wouldn’t be fair to them if we started giving it away for free.

So, here’s everything you need to know, including the date and ticket prices.


On the webinar you will learn:

• Why you should prioritise developing a recommendation strategy before considering any other lead generation strategies

• How to create the two key assets you need before developing your recommendation strategy

• More information about each of the dirty dozen, plus practical steps to tackle each of them

• How to hold better recommendation conversations with your clients

• The key phrases that encourage clients to recommend you to others (and those that turn them off)

• The processes you need to build and the bad habits you need to break.

The webinar will be followed by a Q&A session.


Tuesday 14 December 2021, 10.00 am to 12 noon.


£95 plus VAT.

Complete the form below to reserve your place.

Dec 14, 2021 10:00 AM in London

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: The Yardstick Agency.