First, Focus - A Financial Services Podcast: Recent Episodes
ClientsFirst
First, Focus is a new series dedicated to helping businesses within financial services reach success through digital and content. We’ll be talking about the steps you’ll need to consider along the way.
Welcome back to the 12th episode of First, Focus, a podcast dedicated to helping financial services businesses reach success through digital and content. In this latest episode, Lee Robertson, CEO of Octo Members and Adviser to the Board at ClientsFirst, speaks to Dan Haylett, Head of Growth for TFP Financial Planning.
Welcome back to the 11th episode of First, Focus, a podcast dedicated to helping financial services businesses reach success through digital and content. In this latest episode, Lee Robertson, CEO of Octo Members and Adviser to the Board at ClientsFirst, speaks to Anthony Villis, Managing Director of chartered financial planning firm First Wealth, which recently achieved B Corp certification.
Welcome back to the tenth episode of First, Focus, a podcast dedicated to helping businesses within financial services reach success through digital and content. We are delighted to introduce our new guest host Lee Robertson, CEO of Octo Members and Adviser to the Board at ClientsFirst. Today he brings you a conversation with Gemma Hayes and Jon Pittham, Directors of ClientsFirst. Together they take us through the journey of ClientsFirst, how it originated to present day.
Welcome back to the ninth episode of First, Focus, a podcast dedicated to helping businesses within financial services reach success through digital and content. Host Ellen Adams, client strategist, brings you a conversation with SJ Hood, content specialist. Together they look at how content can work for you and how to measure it's success.
In episode 8, host Ellen Adams brings you a conversation with Matt Wood, digital strategist at ClientsFirst. Together they look at the new prevalence of webinars and how to make them engaging.
In this episode, client strategist Ellen Adams brings you a conversation with Tilly Ogden and Anna Hartley, both client success managers at ClientsFirst. Together the trio explore how podcasts can really deliver for financial services firms.
Host Ellen Adams, client strategist, brings you a conversation with Gemma Hayes, director at ClientsFirst. Together the pair explore how financial services firms can create a client experience (CX) that is seamlessly connected throughout the entire journey.
Host Ellen Adams, Client Strategist, brings you a conversation between Kerry Thompson, PR & Engagement Manager, and Matt Wood, Head of Digital, from ClientsFirst. Together the trio explore how financial services firms can make the most out of word of mouth marketing and social proof.
In episode 4, host Ellen Adams brings you a conversation with Lee Robertson, CEO of Octo Members and Adviser to the Board at ClientsFirst. Together they discuss how to build a community virtually.
In episode three, host Ellen Adams brings you a conversation with Lee Robertson, CEO of Octo Members and Adviser to the Board at ClientsFirst. Together they discuss personal branding and the impact it can have on your business if done correctly.
In the second episode of First Focus, host Ellen Adams, brings you a conversation between Adam Taylor, Head of Design at ClientsFirst, and Jon Pittham, Chairman at ClientsFirst. Together they reflect on ClientsFirst’s recent brand refresh, and the important lessons that have been learned along the way.
This is the first episode of First Focus, a podcast dedicated to helping businesses within financial services reach success through digital and content. Host Ellen Adams, brings you a conversation between Adam Taylor, Head of Design at ClientsFirst, and Lee Robertson, Adviser to the Board at ClientsFirst. Together they discuss brand guidelines and how to get your team to stick to them.