The ClientsFirst homepage is constantly changing to reflect work we’re doing, something that’s happening in the wider world, or just to show off an image that we like! To see past homepages click here.

Autumn begins during September when day and night are the same length, known as the Autumn equinox. This year, the equinox took place in the northern hemisphere on 23rd September and so our homepage changed to everyone’s favourite sign of Autumn: conkers!


6 Benefits to your marketing of sending out a survey

Sending out a survey can benefit your marketing far more than just letting you know a little more about what your clients think of you. MailFirst’s survey capability is currently having a major tune-up, which will be ready for clients to use very shortly. Whilst the final tweaks are being made, we’ve put together the […]


7 Marketing ideas for Financial Planning Week

This week is the IFP’s Financial Planning Week, which every year seeks to encourage firms to raise awareness of the benefits of financial planning through a range of collaborative initiatives and marketing ideas. There’s a host of ways to get involved on the IFP’s website, but what if you fancy doing something different and really heading […]


Email marketing is about more than just open rates and click-throughs.

Metrics in email marketing are important, but just like your website’s metrics, there are sometimes limitations to what the numbers can tell you. As Bob Hoskins once said to BT customers everywhere: ‘it’s good to talk’. Even if your email isn’t being opened by all of your clients, sending the communication means they’re guaranteed to […]


MailFirst Updates: September 2013

MailFirst is updated regularly to make sure clients receive the best possible level of technology with the greatest array of features. During the course of August and the beginning of September, we made the following updates to the system to aid its usability and performance. Create your own reusable building blocks If you’ve created a […]


Four Things Advisers Are Getting Right with Their Marketing

The days of cookie-cutter corporate marketing are over – at least for financial advisors who are doing it right. Four trends stand out for me. 1. Understanding “It’s about you, not us” When I read “It’s about you, not us” on an advisor website recently, I said “Yes!” out loud. For years, I’ve seen too many websites […]


Why client communication matters

In a world most of us can remember, Mr Smith was your banker, Mr Arthur was your solicitor and Mr Jones was your financial adviser. They were all based on the high street (remember those?) and you could walk to them from your house. ‘Client communication’ meant clients calling in for a chat and a […]


MailFirst Advanced Tips: Trigger a campaign following a link click

MailFirst Advanced Tips is a series designed to look at the more in-depth features of MailFirst, our emailing solution for professional advisers. Current MailFirst user? Feel free to get in touch with our support team regarding any of the tips and more. Not yet using MailFirst? Have a look at what it can do here, […]


Live: ClientsFirst’s Jon Pittham talks marketing for advisers on AdviserHangout

ClientsFirst Managing Director Jon Pittham will be appearing on AdviserHangout at 1.00pm on Wednesday 12th June, in the company of host Abraham Okusanya. Together they will be talking through some of the marketing challenges facing firms and individuals in the financial services sector. Covering topics such as SEO, inbound marketing, the importance of content and […]