Shows
Loan Officer Success LiveLOS.Live Presents: Keli McClarty - Straight Talk. Smart Loans.In this episode, host Devin Dubuc sits down with Keli McClarty, a 23-year mortgage veteran who brings clarity, confidence, and straight talk to every deal. Kelli shares how she consistently delivers smooth closings, saves clients thousands, and earns trust by telling people what they need to hear, not just what they want to hear.From taking a buyer from a $10,000 denial to a $400 win, to closing clean files with just 3 conditions, Kelli’s systems, service, and sincerity set a new standard for what it means to be a true mortgage professional.💡 What You’ll Learn:Why “...
2025-09-0227 min
The Trades Accelerator: Women Leading Business InnovationEpisode 47: Thoughtful Service: Showing Up for Clients With HeartIn this episode, we talk about what real customer service looks like when it’s done with heart. From sending a simple thank-you card to bringing a soda to a hot job site, we share the small, intentional touches that helped our team build trust and long-term relationships with clients. These aren’t huge gestures—they’re thoughtful habits that became part of how we do business.We also share how we trained our team to care deeply, communicate clearly, and go above and beyond without burning out. From rewarding kindness on the job to b...
2025-07-2328 min
First, Focus - A Financial Services PodcastE12: Dan HaylettWelcome 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.
2023-02-0819 min
Reinventing ProfessionalsThe Link Between CRM and Law Firm SuccessI spoke with Chris Fritsch, a CRM Success Consultant and the Founder of CLIENTSFirst Consulting, a CRM and Data Quality Success consulting firm. We discussed why CRM is important for a law firm's success, how the evolution of CRM and marketing technology has affected the way law firms network and develop business, CRM options for smaller to midsize firms, and upcoming advancements in CRM.
2023-01-2614 minReinventing ProfessionalsThe Link Between CRM and Law Firm SuccessI spoke with Chris Fritsch, a CRM Success Consultant and the Founder of CLIENTSFirst Consulting, a CRM and Data Quality Success consulting firm. We discussed why CRM is important for a law firm's success, how the evolution of CRM and marketing technology has affected the way law firms network and develop business, CRM options for smaller to midsize firms, and upcoming advancements in CRM.
2023-01-2614 min
Legal News ReachEP 3: How Law Firms Can Benefit From CRM Technology With Chris Fritsch of CLIENTSFirst ConsultingNLR Managing Director Jennifer Schaller speaks with Chris Fritsch, Founder of CLIENTSFirst Consulting, about how law firms can thoughtfully and successfully integrate customer relationship management systems, or CRMs, into their daily operations—boosting contact management, business development, and client service in the process.
Follow the National Law Review on Our Channels:
Facebook: https://www.facebook.com/NatLawReview/
LinkedIn: https://www.linkedin.com/company/the-national-law-review/
YouTube: https://tinyurl.com/NatLaw-YouTube
Twitter: https://twitter.com/natlawreview
Interested in publishing or advertising with us? Contact us at info@natlawreview.com
2022-08-0330 minFirst, Focus - A Financial Services PodcastE11: Anthony Villis - A Journey to B CorpWelcome 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.
2022-03-0324 minFirst, Focus - A Financial Services PodcastE10: 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.
2021-10-2042 minFirst, Focus - A Financial Services PodcastE9: Measuring Content SuccessWelcome 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.Â
2021-10-1520 minFirst, Focus - A Financial Services PodcastE8: Webinars Don’t Have to be BoringIn 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.
2021-08-2327 minFirst, Focus - A Financial Services PodcastE7: Making Podcasts Work for Financial ServicesIn 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.
2021-08-1022 minFirst, Focus - A Financial Services PodcastE6: Designing Connected Client ExperiencesHost 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.
2021-07-2825 minFirst, Focus - A Financial Services PodcastE5: Getting more out of word of mouth and social proofHost 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.
2021-07-0832 minFirst, Focus - A Financial Services PodcastE4: Building a community virtuallyIn 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.
2021-06-2327 min
Revenue RealEpisode 9: Dave Whiteside Dishes Sales DoctoratesEnter at your own risk. We talk about preparation and practice. Integrity. Sales skills and knowledge. Mentorship v. peer to peer relationships. How to connect with buyers. Sourcing opportunities. Specifically the SDR v. full-cycle debate. How to level up the renewal process. Discovery v. demo v. communicating relevant use cases. Contracting. And how to learn from mistakes. I love this man. Thank you, Dave! And thank YOU, friends. Interested in joining the conversation? Text REAL to 646-470-0248. For more on Dave or ClientsFirst Consulting, check him out on...
2021-06-041h 01First, Focus - A Financial Services PodcastE3: Personal Brand as Part of Your Professional BrandIn 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.
2021-06-0335 minFirst, Focus - A Financial Services PodcastE2: What We Learnt Through Our Brand RefreshIn 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.
2021-05-2635 minFirst, Focus - A Financial Services PodcastE1: Sticking to Brand GuidelinesThis 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.
2021-05-1124 min
PodSpot - The UK HubSpot PodcastE19: Choosing the right HubSpot AgencyIn episode 19 of PodSpot, the unofficial UK HubSpot podcast, we bring you a conversation between Kerry Thompson, PR & Digital Engagement Manager, and Jon Pittham, Managing Director of Karman Digital. Together they discuss what to look for when choosing a HubSpot Solutions Partner agency to work with.
Â
Formerly hosted by ClientsFirst.
2021-03-0930 minPodSpot - The UK HubSpot PodcastE18: Making the most of your HubSpot Portal with Lisa KellyIn episode eighteen of PodSpot, the unofficial UK HubSpot podcast, we bring you a conversation between Kerry Thompson of Karman Digital and Lisa Kelly of HubSpot. Together they discuss HubSpot portals and how you can get more out of them.
Â
Formerly hosted by ClientsFirst.
2021-02-2522 minPodSpot - The UK HubSpot PodcastE17: Using the Campaigns Tool for better ReportingIn episode seventeen of PodSpot, the unofficial UK HubSpot podcast, we bring you a conversation between Kerry Thompson and Matt Wood of Karman Digital. Together they discuss the campaigns tool in HubSpot - how it works and when to use it.
Â
Formerly hosted by ClientsFirst.
2021-02-1021 minPodSpot - The UK HubSpot PodcastE16: What Custom Modules mean for CMS HubIn episode sixteen of PodSpot, the unofficial UK HubSpot podcast, we bring you a conversation between Kerry Thompson and the Karman Digital development dream team; Jon Dean and Chris Brown. Together they discuss HubSpot modules: What are they? How do they work? And how can they help your website?
Â
Formerly hosted by ClientsFirst.
2021-01-2726 minPodSpot - The UK HubSpot PodcastE15: Workflows with Matt WoodIn episode fifteen of PodSpot, the unofficial UK HubSpot podcast, we bring you a conversation between Kerry Thompson and Matt Wood of Karman Digital. Together they discuss HubSpot workflows: What are they? How do they work? And how can they help businesses?
Â
Formerly hosted by ClientsFirst.
2021-01-1426 minPodSpot - The UK HubSpot PodcastE14: The Future of Digital in 2021 with Jon Pittham & Gemma HayesIn episode fourteen of PodSpot, the unofficial UK HubSpot podcast, Kerry Thompson, PR and Engagement Manager at Karman Digital, talks with Jon Pittham and Gemma Hayes, Directors at Karman Digital. Together they explore what digital will look like in 2021.
Â
Formerly hosted by ClientsFirst.
2020-12-2725 minPodSpot - The UK HubSpot PodcastE13: Getting the most out of HubSpot with Jon PitthamIn episode thirteen of PodSpot, the unofficial UK HubSpot podcast, we bring you a conversation between Kerry Thompson and Jon Pittham of Karman Digital. Together they discuss how some HubSpot users aren’t utilising HubSpot to its fullest potential, and how that can change.
Â
Formerly hosted by ClientsFirst.
2020-12-1122 minPodSpot - The UK HubSpot PodcastE12: Custom Objects with Rahmona HenryIn episode twelve of PodSpot, the unofficial UK HubSpot podcast, Matt Wood, Digital Strategist at Karman Digital, talks with Rahmona Henry, Developer Advocate at HubSpot. Together they discuss HubSpot's newest enterprise-level feature: custom objects.
Â
Formerly hosted by ClientsFirst.
2020-11-2626 minPodSpot - The UK HubSpot PodcastE11: HubSpot pricing with Damien EganIn episode eleven of PodSpot, the unofficial UK HubSpot podcast, SJ Hood, Content Specialist at Karman Digital, talks with Damien Egan, Senior Channel Account Manager at HubSpot. Together they discuss HubSpot, pricing, and how to decide what your business needs.
Â
Formerly hosted by ClientsFirst.
2020-11-1733 minPodSpot - The UK HubSpot PodcastE10: Account-Based Marketing with Davis MastinIn episode ten of PodSpot, the unofficial UK HubSpot podcast, Matt Wood, Digital Strategist at Karman Digital, talks with Davis Mastin, Associate Product Manager for Reporting at HubSpot. Together they discuss Account Based Marketing (ABM) and how businesses can get started.
Â
Formerly hosted by ClientsFirst.
2020-10-2720 minPodSpot - The UK HubSpot PodcastE8: Managing Social Media through HubSpotIn episode eight of PodSpot, the unofficial UK HubSpot podcast, Matt Wood, Digital Strategist at Karman Digital, talks with Kerry Thompson, PR & Engagement Manager at Karman Digital. Together they journey into the wild world of social media management.
Â
Formerly hosted by ClientsFirst.
2020-09-2429 minPodSpot - The UK HubSpot PodcastE7: WordPress vs HubSpot with Chris BrownIn episode seven of PodSpot, the unofficial UK HubSpot podcast, Matt Wood, Digital Strategist at Karman Digital, talks with Chris Brown, Head of Development at Karman Digital. Together they discuss the good, the bad and the complicated of comparing HubSpot’s CMS Hub and WordPress.
Â
Formerly hosted by ClientsFirst.
2020-09-1530 minPodSpot - The UK HubSpot PodcastE6: Sales Enablement Through Sales Hub With Nick PiperIn episode six of PodSpot, the unofficial UK HubSpot podcast, Jon Pittham, Managing Director at Karman Digital, talks with Nick Piper, Strategic Business and Operations Manager at Yorkshire Building Society (YBS). Together they discuss Nick’s role and the path on which HubSpot has led the YBS sales team.
Â
Formerly hosted by ClientsFirst.
2020-08-2633 minPodSpot - The UK HubSpot PodcastE5: HubSpot for CMOs with Alice deCourcyIn episode five of PodSpot, the unofficial UK HubSpot podcast, Matt Wood, Digital Strategist at Karman Digital, talks with Alice deCourcy, Chief Marketing Officer at Cognism Group. Together they discuss Alice’s HubSpot journey through multiple roles and businesses and how marketing leaders can get the most from HubSpot.
Â
Formerly hosted by ClientsFirst.
2020-08-1218 minPodSpot - The UK HubSpot PodcastE4: HubSpot Sales Tools with Jon PitthamIn the fourth episode of PodSpot, the unofficial UK HubSpot podcast, Matt Wood, Digital Strategist at Karman Digital, talks with Jon Pittham, Managing Director at Karman Digital. Together they discuss sales tools, describing how HubSpot’s sales features can revolutionise salespeople’s capabilities.
Â
Formerly hosted by ClientsFirst.
2020-07-2922 minPodSpot - The UK HubSpot PodcastE3: Automating HubSpot WorkflowsIn the third episode of PodSpot, the unofficial UK HubSpot podcast, Matt Wood, Digital Strategist at Karman Digital, talks with Jon Pittham, Managing Director at Karman Digital. Together they explore automation through the HubSpot workflow tool.
Â
Formerly hosted by ClientsFirst.
2020-07-1736 minPodSpot - The UK HubSpot PodcastE2: Smart Content: Personalisation with Donal KeaveneyMatt Wood, Digital Strategist at Karman Digital, talks with Donal Keaveney, Go-to-Market Lead for CMS Hub at HubSpot EMEA. Together they discuss both the CMS Hub and a favourite HubSpot tool, smart content.
Â
Formerly hosted by ClientsFirst.
2020-07-0234 min
PodSpot - The UK HubSpot PodcastE1: The CMS Hub with Luke SummerfieldIn the first episode of PodSpot, the unofficial UK HubSpot podcast, Matt Wood, Digital Strategist at Karman Digital, talks with Luke Summerfield, Go-to-Market Lead for Web and CMS Hub at HubSpot. Together they explore the launch of HubSpot’s new CMS Hub, a radical reinvention of the modern CMS.
Â
Formerly hosted by ClientsFirst.
2020-05-1339 min
Jabber From The Hut - A Growth Marketing PodcastValue Based MarketingEpisode 16 sees the return of marketing consultant Ian Brodie as he talks about an emerging form of marketing strategy... Value Based Marketing. Providing value to clients can often be the best way to market to them. The old ways of going in for the sale on the first call are long gone and now, clients have all of the power over the businesses. Ian and Jon discuss why providing value is central to marketing and how marketing teams can adopt value based marketing tactics. Â
2019-11-2743 min
Jabber From The Hut - A Growth Marketing PodcastWhy copy matters...This week on the podcast we have two guys that throughly believe that the pen is mightier than the sword... Yes we have two copywriters in the shed, as I welcome podcast newbie Sam Jones and a previous podcaster Chris Clark to Jabber from the hut. The theme of this episode is all around copy and 'why it matters' in the digital age. Often shunned by its more visual and colourful siblings design and development, copy is an integral part of marketing and content. The guys talk about everything from what makes a go...
2019-07-2932 min
Jabber From The Hut - A Growth Marketing PodcastHow to build a killer growth marketing advertising campaignThis week on Jabber From The Hut we have a role reversal on our hands, as the guys talk about online advertising. Sam Turner takes over the hosting duties with a mission to 'Make hosting great again' while Matt Wood becomes a guest providing his "expert" knowledge on the subject of PPC, and paid social media. Jon Pittham takes on the role of glamorous assistant to Matt... They talk about the benefits of online advertising, how to start thinking about setting up a campaign, pitfalls and challenges and of course the future of advertising. ...
2019-07-1545 min
Jabber From The Hut - A Growth Marketing PodcastHow brand sits in the centre of a great growth marketing strategyHow does brand and design fit into a growth marketing strategy? Yes it’s an interesting question and one we have endeavoured to answer for you! This week we invited our head of design Adam Taylor into the shed, a fountain of knowledge on the world of design and brand. We talk about the way brand fits into a marketing strategy, design principles and what the aspects of a good brand are. Remember; it’s not all about the logo!
2019-07-0130 min
Jabber From The Hut - A Growth Marketing PodcastConversion rate optimisation… The new marketing dark artThis week on ‘Jabber from the hut’ we venture into the mysterious world of conversion rate optimisation, or CRO for short. We’re joined by our Head of Digital Sam Turner and our Managing Director Jon Pittham to look into this ‘dark art’ of marketing. We outline what it takes to develop a solid CRO strategy and how to fit it into your website builds. Then our resident experts talk about some of the tools available to help measure and carry out CRO.
2019-06-1329 min
Jabber From The Hut - A Growth Marketing PodcastGrowth Marketing Content… What should marketers be using?This week on 'Jabber from the hut' we delve into the world of content! Creating quality content and promoting it to the right audiences on the right channels is often a challenge for many businesses. To tackle content we bring copywriter Chris Clark (Yes another Chris) into the shed to talk about all thing content strategy, content creation and the future of content. Not forgetting the return of Sam Turner who also provides some knowledgable insight and experience into this huge often divisive area.Â
2019-06-0446 min
Jabber From The Hut - A Growth Marketing PodcastWhat does the future look like for modern content management systems?Episode 10 of Jabber From The Hut sees the conversation turn back to website development and more specifically, Content Management Systems (CMS). Matt & Jon welcome Head of Development at ClientsFirst, Chris Brown to chat about the future of CMS. They talk about current CMS platforms and what they can do for businesses,  how they are changing and how they have changed over the last 10 years and the future of web development in general. They also have an interesting chat about the future of the ‘web developer’ job role and AI.
2019-05-2035 min
Jabber From The Hut - A Growth Marketing PodcastThe rise of conversational marketing and how marketers can use itEpisode 9 of Jabber from the hut welcomes back the dream team of Sam Turner and Jon Pittham to the shed to discuss a new concept call conversational marketing. What is conversational marketing I hear you say? Well within the digital world it’s quite a new concept. Technology has now allowed businesses to talk directly to their customers, and speaking to your audience in a more human way is more important than ever. The guys discuss the theory behind conversational marketing, the technology that is bringing it forward and practical advice for marketing, sales and se...
2019-05-0331 min
Jabber From The Hut - A Growth Marketing PodcastAdopting the Agile approach as a Growth Marketing teamEpisode 8 of Jabber from the hut sees Sam relegated back to the subs bench, and we welcome Gemma Bowman  (Resource and Operations Manager @ ClientsFirst), to talk about all things Agile. They talk specifically about the ‘Agile methodology and way of working’, something we have recently adopted at ClientsFirst. While traditionally used in the software development sector, ‘Agile’ is quickly being adopted across more and more industries as a solution, for teams and businesses. The keyword? Collaboration! Gemma and Jon provide some really great insight into how marketing teams and businesses as a whole can adopt...
2019-04-2333 min
Jabber From The Hut - A Growth Marketing PodcastT or I Shapes… Building your Growth Marketing teamEpisode 7 of Jabber from the hut sees Matt, Sam & Jon back in the shed talking about the mysterious subject of T & I Shapes. T & I shapes are 2 different types of workers you can find in a marketing team. In this episode we talk about the theory behind T & I shapes and how a business can start to build a quality Growth Marketing team using said shapes. The guys talk about the theory behind T & I Shapes, how business can use them and how they can build a winning Growth Marketing team using them.
2019-04-0833 min
Jabber From The Hut - A Growth Marketing PodcastUsing LinkedIn as a Growth Marketing tool with Ian BrodieEpisode 6 of Jabber from the hut features marketing coach & consultant (and Newcastle United fan) Ian Brodie the creator of the 30 Minute Marketing Plan for winning the clients you need in less than 30 mins a day. The theme of this podcast centres around LinkedIn and using LinkedIn as a growth marketing tool. The platform has undergone some big changes over the last year and is quickly becoming a more feature rich, more engaging platform for businesses and marketers.
2019-03-2555 min
Jabber From The Hut - A Growth Marketing PodcastIs creating a great client experience on and offline the key to growth?Episode 5 of Jabber from the hut sees Jon, Sam & Matt discuss the often overlooked subject of client experience within the B2B professional services industry. They talk about how first impressions count in the B2B industry and making a good first impression both on and offline can be the difference between winning or losing a client. Sam creates his own buzz acronym which is a personal life goal of his and Jon talks us through the joys and perils of HMRC’s website. The guys also find out how hot the shed can get du...
2019-03-0834 min
Jabber From The Hut - A Growth Marketing PodcastThe secret to your next campaign: Sales EnablementEpisode 4 of Jabber from the hut sees Jon, Sam & Matt deviating off marketing into sales, and more specifically sales enablement. The guys discuss how businesses can thrive when both marketing and sales are properly aligned, and they talk about what is needed to put this into practice. From content to tech and automation, no stone is left unturned in this podcast… There is even talk of a joint marketing and sales night out? Unheard of right? No episode of Jabber from the hut would be complete without the usual off topic chat which in this ep...
2019-02-2125 min
Jabber From The Hut - A Growth Marketing PodcastBig Marketing Predictions 2019Episode 3 of Jabber from the hut sees Jon, Sam & Matt discussing their growth marketing predictions for 2019. In a bumper extended episode they discuss everything from the rise of Growth Marketing based job roles, to starting movements in the B2B industry, to where marketing juggernaut HubSpot are going next, to using video in everything. No episode of Jabber from the hut would be complete without the usual off topic chat which in this episode mainly revolves around Sam trying to take over the show.
2019-02-1154 min
Jabber From The Hut - A Growth Marketing PodcastGrowth Driven Design, a look into the future of website developmentIn episode 2 of Jabber From The Hut, we are back with Jon Pittham and Sam Turner talking about all things Inbound & Growth Marketing. We discuss a new way of designing and developing websites called Growth Driven Design or GDD for short, which has taken the Inbound world by storm. We also discuss the aesthetics of the ClientsFirst hut/shed, we talk about Jon’s view of the ClientsFirst staff and there is a brief mention of the infamous ClientsFirst festive Video. It’s one not to be missed!
2019-01-2325 min
Jabber From The Hut - A Growth Marketing PodcastDitching the Funnel for the FlywheelWe kick off episode one in style by taking a controversial yet lighthearted look into the potential death of the sales funnel and the rise of the flywheel. A subject that inbound marketers will have probably heard about, and sales people will probably hate... We also talk about Sam's recent holiday, we get philosophical and we chat about the perils of sitting in a shed... there's something for everyone!
2019-01-0922 min
Aider and Abettor Podcast#ClientsFirst in LAIn this episode of Aider & Abettor, Avi and Sajid interview Los Angeles Deputy Public Defender Elizabeth Lashley-Haynes about the #clientsfirst #notmypd movement in Los Angeles County. The Board of Supervisors in Los Angeles appointed an attorney with zero public defense experience to be the interim head the largest Public Defender's Office in the United States. In response, public defenders and community allies organized opposition to the appointment. This included a protest of the appointment by over 150 public defenders. Elizabeth talks about what is going on in Los Angeles.
If you would like to learn more about the opposition to this...
2018-03-3024 min
Legal Marketing 2.0 PodcastEp. 10 Law Firm CRM With Chris FritschThe beauty of CRM is it can do a thousand things. The problem with CRM is it can do a thousand things. Starting out, most firms should concentrate on only two or three things. The challenge is that those two or three things are different for each firm, groups within the firm, or attorneys. Start with a needs assessment. Understand what you want to get out of CRM before you get the technology. Consider people, processes, and problems first, then the product: - Some firms just want to manage email lists and events which saves tons of time and for...
2017-07-1135 min
Legal Marketing 2.0 PodcastEp. 10 Law Firm CRM With Chris FritschThe beauty of CRM is it can do a thousand things. The problem with CRM is it can do a thousand things. Starting out, most firms should concentrate on only two or three things. The challenge is that those two or three things are different for each firm, groups within the firm, or attorneys.
Start with a needs assessment. Understand what you want to get out of CRM before you get the technology. Consider people, processes, and problems first, then the product:
- Some firms just want to manage email lists and events which saves tons of time and for...
2017-07-1135 min
Marketing and Finance (MAF) PodcastJon Pittham on putting personality into business brands - MAF106Jon Pittham on putting personality into business brands - MAF106 My guest on the show this week is Jon Pittman. A former financial adviser now running a marketing agency. We talk about how to build more personality into business and financial planning brands. Welcome to episode 106 of the Marketing and Finance Podcast. We chat about: How digital has blurred the boundaries between creative, marketing and PR agencies A new breed of financial planners who are looking to use digital as a catalyst for growth How Google is replacing the referral...
2016-10-2730 min