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.
First, Focus - A Financial Services Podcast
Claim This Podcastby ClientsFirst
12 episodes
Updated Daily
Accepts GuestsHas Sponsors
Podcast Overview
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.
Language
🇺🇲
Publishing Since
5/11/2021
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Recent Episodes
February 8, 2023
E12: Dan Haylett
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.
March 3, 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.
October 20, 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.
12 total episodes available
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Frequently asked questions
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- What is First, Focus - A Financial Services Podcast?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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