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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.
Episodes
Wednesday Feb 08, 2023
Wednesday Feb 08, 2023
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.
Thursday Mar 03, 2022
Thursday Mar 03, 2022
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.
Wednesday Oct 20, 2021
Friday Oct 15, 2021
Friday Oct 15, 2021
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.
Monday Aug 23, 2021
Monday Aug 23, 2021
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.
Tuesday Aug 10, 2021
Tuesday Aug 10, 2021
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.
Wednesday Jul 28, 2021
Wednesday Jul 28, 2021
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.
Thursday Jul 08, 2021
Thursday Jul 08, 2021
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.
Wednesday Jun 23, 2021
Wednesday Jun 23, 2021
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.
Thursday Jun 03, 2021
Thursday Jun 03, 2021
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.
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.