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.
3 Mar 2022
E11: Anthony Villis - A Journey to B Corp
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.
20 Oct 2021
E10: The ClientsFirst Story
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.
15 Oct 2021
E9: Measuring Content Success
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.
23 Aug 2021
E8: Webinars Don’t Have to be Boring
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.
10 Aug 2021
E7: Making Podcasts Work for Financial Services
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.
28 Jul 2021
E6: Designing Connected Client Experiences
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.
8 Jul 2021
E5: Getting more out of word of mouth and social proof
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.
23 Jun 2021
E4: Building a community virtually
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.
3 Jun 2021
E3: Personal Brand as Part of Your Professional Brand
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.
26 May 2021
E2: What We Learnt Through Our Brand Refresh
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.
11 May 2021
E1: Sticking to Brand Guidelines
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.
Contact First, Focus - A Financial Services Podcast
Guest appearances
Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Host of First, Focus - A Financial Services Podcast?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
