ClientsFirst

People

Phil Young invests in ClientsFirst and joins board

Minority shareholder

08 February 2022 • 1 min read

Your profession

Why it pays to visit clients

STAY IN TOUCH

29 February 2012 •

Regulation

Selling: Not a dirty word

The word ‘selling’ has become taboo in financial services circles, but why? A group of advisers is now encouraging peers to get out there again and push the products they believe in

16 February 2012 •

Wrap/platforms

Tech review: What ClientsFirst is doing for advisers

Mark Loosmore of IRESS finds out how marketing firm ClientsFirst is helping advisers prepare their businesses for the new regulatory environment through the use of PR, email and newsletter campaigns.

02 February 2012 •