First, Focus - A Financial Services Podcast

ClientsFirst
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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

  1. 02/08/2023

    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.

  2. 03/03/2022

    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.

  3. 10/20/2021

    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.

  4. 10/15/2021

    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.

  5. 08/23/2021

    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.

  6. 08/10/2021

    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.

  7. 07/28/2021

    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. 07/08/2021

    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.

  9. 06/23/2021

    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.

  10. 06/03/2021

    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.

  11. 05/26/2021

    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.

  12. 05/11/2021

    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.

  • 12 Episodes

About

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.

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