First, Focus - A Financial Services Podcast ClientsFirst
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- Business
First, Focus is 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.
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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.
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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.
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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.
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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.
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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.
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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.