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Building Octo Members - a content based community with Lee Robertson - MAF269
Episode 26915th April 2021 • Marketing and Finance (MAF) Podcast • Roger Edwards interviews great people from Marketing and the world of Finance
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Building Octo Members - a content based community with Lee Robertson - MAF269

This week let's talk about Octo Members, an app based content community for financial services professionals.

My guest is one of the founders of Octo Members, Lee Robertson.

And this is episode 269 of the Marketing and Finance Podcast.

We chat about

  • Lee's history as an wealth manager and financial adviser
  • The spark behind the developmentof Octo Members
  • Why Octo Members is an app based community
  • How Lee and the team put together content for Octo
  • How the community has embraced virtual events during the pandemic

Who is Lee Robertson?

Lee is a multi-award-winning wealth manager and self-confessed Scottish Presbyterian workaholic.

He was previously founder and former CEO of Investment Quorum and one of the advisory communities best known and most well respected figures.

A former serviceman and Past Master of the Guild of Entrepreneurs, and the driving force behind Octo.

Links and Show Notes.

For links to the books and apps mentioned, please visit for the show notes.

What is the Marketing and Finance (MAF) Podcast?

This podcast is all about keeping marketing simple and all things finance.

I’m Roger Edwards, a professional speaker and consultant from Edinburgh. Talk to me if you want to cut the complexity and the BS from your marketing strategy.

The MAF Podcast is a 30-minute radio show you download from, iTunes or Spotify.

Each week you'll hear interviews with business experts, marketers, entrepreneurs and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath!

We talk about:

  • How you can grow your business using content marketing and social media
  • How you can keep your Marketing strategy and communications simple
  • Topics, issues, products and business models from the world of finance

You’ll take away one or two big ideas that you can apply to your business. So, you can keep marketing your business to keep growing your business.

Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review.

Fancy Appearing on the Show?

Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved.