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First, Focus - A Financial Services Podcast

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This podcast has
11 episodes
Language
English
Publisher
ClientsFirst
Explicit
No
Date created
2021/05/14
Latest episode
2022/03/03
Average duration
30 min.
Release period
30 days

Description

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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Podcast episodes

Check latest episodes from First, Focus - A Financial Services Podcast podcast


E11: Anthony Villis - A Journey to B Corp
2022/03/03
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.
E10: The ClientsFirst Story
2021/10/20
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.
E9: Measuring Content Success
2021/10/15
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. 
E8: Webinars Don’t Have to be Boring
2021/08/23
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.
E7: Making Podcasts Work for Financial Services
2021/08/10
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.
E6: Designing Connected Client Experiences
2021/07/28
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.
E5: Getting more out of word of mouth and social proof
2021/07/08
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.
E4: Building a community virtually
2021/06/23
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.
E3: Personal Brand as Part of Your Professional Brand
2021/06/03
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.
E2: What We Learnt Through Our Brand Refresh
2021/05/26
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.
E1: Sticking to Brand Guidelines
2021/05/11
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.

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