@ClientsFirstUK

Clients First is now operating as part of Karman Digital. For support, visit https://xitter.cf/t.co/BYOB0UhTcn and follow @karmandigital.

 Macclesfield, UK
karman.digital/clientsfirst-has-merged-with-karman-digital
Joined March 2010
  • Tweets5.9K
  • Following2.4K
  • Followers2.9K
1KMedia
Episode 1 of #TheAdviserRoom is out now! 🤩 Tune in to the first episode of our new webinar series: #Technology, #Advisers & Boosting the #ClientExperience with special guests Phil Young from @ClientsFirstUK and Clive Goldthorpe from @BF_Financial. 📽️ bit.ly/3YOpjGy
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Final call for tomorrow's webinar! Join Ian (@MyMoneyAlive) and Nigel at 9am as they explore how good quality #content can have a positive impact on your client experience and save you time when it comes to their #financialeducation on key topics. #ifa bit.ly/3nFfL1B
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We are chuffed to announce a collaboration with Lockie Consultants aka your financial planning maestro @jacquelineloc15 to support financial planners gain their CFP certification via access to training at specially negotiated rates. octomembers.com/collaboratio…
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Busy week, hosted a session for student entrepreneurs @LBSEntrepreneur, caught up with loads of @octomembers, started an exciting video project, hosted our virtual drinks, a company strategy session and guest hosted the @ClientsFirstUK First,Focus podcast hubs.li/H0ZPpnf0 – at Camberwell, London
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ClientsFirst retweeted
Alan Smith
@AlanJLSmith11 Nov 2021
The sales pitch: “I’ll manage your portfolio for £5,000 a year” The consultative conversation : “I’ll help you retire 8 years earlier than you thought you could - and ensure you never have a single worry over your personal finances. My fee is £5,000. Benefits >Features
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Just a little of what we have been up to over the last few weeks on ⁦@octomembers⁩. Huge thanks to everyone who got involved, agreed to be interviewed and shared their insights and experience. Loads more of course and much of it now accredited CPD. #forpractitioners
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Visual content is now a mainstay of #digital creation. Social media users are much more likely to read an #infographic than a weighty article, and research has found that using infographics can increase your web traffic by 12% 📈 blog.clients-first.co.uk/cre…
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ClientsFirst retweeted
Jigsaw Tree@JigsawTree3 Aug 2021
Using the cloud to drive better CX via @ClientsFirstUK #digitalsavvy #success #business bit.ly/3fjdyV0
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New on Octo: ‘Email signatures - more than just a footnote.’ Lots of great advice and actionable ideas on maximising the marketing opportunities within your regular emails from the @ClientsFirstUK team. Via app.octomembers.com #forpractitioners
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Brokers | Missed our Website Masterclass event this June, or you’d like a refresher? Enjoy a taster below, and watch the full presentation here: orlo.uk/4hkzf
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Delighted to have Dan Hanbury, Head of Income & Smaller Companies Strategies, River & Mercantile join the panel this Thursday 17 June for #HotTopic debate UK equities – Stick or twist? at 1pm. Deep diving into the domestic markets to look for the real gems brighttalk.com/webcast/48858…
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If you're an advisor that does any type of goals-based planning, this episode is a must-listen. @SamanthaLamas4 explains that simply asking clients their goals doesn't work... And what it is an advisor can do to help them uncover their most meaningful goals.
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Note to self... Financial crises are essentially money panics. In other words, they're a 🤪 rush to cash. But history teaches us that, if you can afford to sit tight, the financial system soon begins to function again. And often time immeasurably healthier!
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ClientsFirst retweeted
Jigsaw Tree@JigsawTree3 Jun 2021
Email signatures - more than just a footnote by @sj_hood via @ClientsFirstUK #email #marketing bit.ly/3fMpPlu
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Brokers | With the stamp duty holiday coming to an end soon we are ready to support you and your clients. Find out more here: orlo.uk/2myXb
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What is the future of the financial planning profession? Register for tomorrow's #illuminatelive with @PhilBillingham and @leerobertson64 to join the discussion.

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Replying to @AccordMortgages
@AccordMortgages has moved its buy-to-let business to a new platform which has enabled it to widen its proposition, the lender announced today. bit.ly/3ovjz47
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Thursday 20 May, 4pm: Looking forward to welcoming the 160+ registered for @AlanJLSmith's Alternative Fee Model webinar hosted by @leerobertson64. Send your q's to Octo or Lee in advance, or ask them live during the session. Still time to register! Visit my.demio.com/ref/1Y3JuCUXGrt…
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ClientsFirst retweeted
SJ Hood@sj_hood13 May 2021
This is getting shared around again! One of my favourite blogs to write for @ClientsFirstUK - I kind of love talking about personal branding.
Jigsaw Tree@JigsawTree13 May 2021
Use your personal brand to become a thought leader by @sj_hood via @clientfirst #business #branding #marketing bit.ly/3t0ALPs
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ClientsFirst retweeted
Mind
@MindCharity11 May 2021
"Animals can help with self esteem and our mental health". Read how on @MetroUK > bit.ly/3bgPLCS Oh, and if ever there was an excuse for us to share an animal GIF, it's now. #MHAW #FightForMH #MentalHealthAwarenessWeek
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