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Chris Budd on Client Coaching and The Financial Wellbeing Book - MPAF92
22nd June 2016 • Marketing and Finance (MAF) Podcast • Roger Edwards interviews great people from Marketing and the world of Finance
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Chris Budd on Client Coaching and The Financial Wellbeing Book - MPAF92

In this episode I talk to Chris Budd about The Financial Wellbeing Book which he's recently written and published.

Chris has a unique perspective on financial planning, preferring to call it financial coaching, and this forms the foundation of his book

Hear where his inspiration came from and how Chris went about writing The Financial Wellbeing Book.  Listen to Chris explain the five elements of financial wellbeing.

That's all right here in episode 92 of the Marketing Protection and Finance Podcast.

Who is Chris Budd?

Chris runs Ovation Finance, a fee based IFA practice. 92% of their income is derived from existing clients, demonstrating their focus on long term service, and not selling products.

He's also a qualified business coach and mentor (Advanced Diploma in Coaching And Mentoring from the European Mentoring And Coaching Council).

Chris has a wife and 2 kids, has written a novel, is a cricket coach, plays guitar in a band.

Links and Show Notes.

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

What is the Marketing Finance and Protection (MPAF) Podcast?

It’s the Podcast for Financial Services Professionals looking to share business ideas and inspiration in the world of Marketing, Protection and Finance.

The MPAF Podcast is a 30 minute audio show you download from, iTunes or Stitcher Radio. Each week I’ll be interviewing financial services providers, advisers, experts and journalists.

Interviews to listen to in the car, on the train or on the treadmill.

The main focus of the podcast is on what we can do to make protection and finance more accessible to the consumer and how financial services professionals can develop and promote their businesses.

We’ll look at financial services products, interesting business models and campaigns with an emphasis on the following:

Marketing – talking about how financial services professionals can develop and promote their businesses using traditional marketing tools but focussing on modern content marketing and social media techniques.

Protection – talking about life insurance, critical illness, income protection and other protection products

Finance – talking about pensions, platforms, savings and investments

My aim is to make sure that you will get one or two big business ideas that you can apply to our own business.  Whether it is a sales idea, advice idea, product tweak or simply an app that is worth looking at.

I’m your host, Roger Edwards.

A marketing guy from Edinburgh I help people like you with your marketing strategy, content and social media. Until I set up my own business I was in and out of senior marketing roles in UK Financial Services Companies for two decades. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

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 MPAF Podcast? Are you working on a new proposition, campaign or a business model you want to talk about? Do you fancy drawing out some inspirational business and marketing ideas that MPAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved.