ClientsFirst: Adviser Marketing video interview with Lee Robertson

Octo Members
18 July 2019
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A 30 minute watch.

In this video Jon Pittham of ClientsFirst interviews Lee on his approach to marketing, how he build the brand of his previous firm and the tactics he used to do a lot with a limited budget. He talks systems reviews or ‘battle testing’ service propositions via awards and having to find time to work on the business as opposed to just working in it.  Talking to clients and delivering what they actually want.

Lee also references, stories, context, entering awards and other advisers and Octo members who he really admires and who do great work with their marketing and brand voice. Too many to mention but they include Alan Smith, Mark Polson and more.

This is a contributed article and we are very grateful to our friends at ClientsFirst for allowing us to host it. 

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