Podcasts about ovation finance

In this episode of LID Radio, we've got Chris Budd with us to talk about his new book The Four Cornerstones of Financial Wellbeing. He also shares what role money plays in our happiness and how to create a financial wellbeing plan. Chris Budd is the founder of the Institute for Financial Wellbeing and is the Chairman of Ovation Finance. He is the author of The Financial Wellbeing Book (part of LID's Concise Advice series). The Four Cornerstones of Financial Wellbeing presents an understanding of our finances that is defined not in terms of wealth or status, but by your happiness. Through a four-cornerstone approach, it provides practical advice on how to create a financial wellbeing plan that will help you focus away from simply accumulating wealth, and instead focus on enjoying your life.

In Episode 7 of our Blast Off Series, Rohan chats with Tom Morris from Ovation Finance in Bristol. Here, they chat about becoming employee-owned as a financial planning firm, his work with the IFW, and some of the challenges of becoming a business owner.  Find out more about Blast Off here: https://nextgenplanners.co.uk/blast-off/

What do you do if you want to keep your business going after you exit? What processes can you put in place to ensure your business survives without you? How can you extract maximum value from your life's work?Chris Budd is the founder and former CEO of Ovation Finance. He is also one of the UK's foremost experts in selling your business to an employee ownership trust. Why is he an expert in this? Because this is the route he chose to exit his own business. “What I wanted, which, at its essence, was to see the business continue. I wanted to be able to exit but not see the business broken up or sold or merged with another company, I wanted to continue because I have a big ego. And I'm proud of the business.”As well as writing the book on it The Eternal Business, Chris also advises business owners how to follow suit. By creating an employee ownership trust and selling your business to an employee ownership trust, and then moving out the way is how to do it. But how do you do it successfully? It's all linked to purpose, culture and happiness, says Chris. This is a fantastic episode, we hope you enjoy it as much as we did.On today's podcast:Becoming an expert in employee ownership trustsWhat is EOT business?The eternal businessPreparing employees for EOT businessManagement and trustees in EOT businessesWhat do you need to sell your business forLinks:www.ovationfinance.co.ukwww.cbudd.co.ukBook - The Eternal BusinessEmployee ownership associationFinancial wellbeing podcast

David Scarlett, The Soul Millionaire, talks to Chris Budd, Chairman of Ovation Finance, Founder of The Eternal Business Consultancy and Founder of The Initiative for Financial Wellbeing. Key learning points: -How to magnify your leadership impact by removing your leadership ego. -What new skills tomorrow's Financial Planning firms will choose to adopt and how that will completely change the face of Financial Planning in the UK. -What culture is, how to develop it and why it creates a magnetic business which stands out from its peers. -How to deal with difficult team members, giving them a chance to flourish or to leave with dignity. The toxic dangers of leaders not being accountable to anybody but themselves.

David Scarlett, The Soul Millionaire, talks to Chris Budd, Chairman of Ovation Finance, Founder of The Eternal Business Consultancy and Founder of The Initiative for Financial Wellbeing. Key learning points: -How to harness the brilliant creative thinking of your team, by shutting up and getting out of their way. -The empirical evidence that shows that leaders who do all the thinking and all the talking for their firms, actually put the brakes on the firm's development. -The three skills that are the minimum baseline for leadership in any industry or profession, particularly the Financial Planning profession. -How to hold both you and your business accountable for its innovation, it's excellence, it's fulfilling culture, and its commercial performance. -How to create a business which delivers happiness and joy for your clients and for your team.

The MLC Show in association with My Legal Club: Sean Rogers talks to leading financial expert Chris Budd from Ovation Finance and author of The Financial Well-Being Book.Chris has an inspiring story and provides insight and guidance to managing your finances whilst maintaining and improving your mental health. Depression, financial stress, financial management and business coaching are all discussed.Apologies for any sound issues.Likes & Shares on Twitter and social media appreciated

Financial coach Simonne Gnessen asks clients to imagine what money would be like if it was a person you had invited around for tea. ‘For most people it’s the Devil, it’s a woman in a Tweed suit who’s pointing a finger.’ In this episode of Planning People New Model Adviser editor Will Robins sat down with three people involved in the Initiative for Financial Wellbeing, an exciting new, planner-led project that looks set to shake up the financial planning profession. Gathered in Citywire’s Vauxhall studio were Chris Budd, chairman of South West planning firm, Ovation Finance and founder of the Initiative for Financial Wellbeing, Simonne Gnessen, founder of Wise Monkey Financial Coaching, and Tom Morris, director and chartered financial planner also at Ovation. We discuss the ideas behind financial wellbeing and find out what convinced Budd the time was right to launch an organisation to bring together training, debate and events under a single banner.

In today's podcast I am joined by Chris Budd, founder of Ovation Finance, podcaster, and author. We discuss how Chris developed the idea of financial wellbeing after being inspired by the messages of cancer charity Penny Brohn. In this episode you will learn: What inspired Chris to talk about well being in terms of finances The concept of seeking purpose in life to determine your financial goals and plans and, ultimately, your happiness Why we should view money as a tool rather than a physical thing to gain more of Why planning your future life is the first step to taking control of your financial well-being The 5 areas of general wellbeing The 5 areas of financial wellbeing Why we should learn to let go of self-limiting beliefs Resources: Book in a complimentary call to discuss how financial coaching can help you move from financial overwhelm to confidence and control.  Join Catherine's Facebook Page and FREE Facebook Group My Website  My Online Courses - From Spender to Saver, Investing for beginners from £1 My YouTube Channel  Connect with me on Twitter, Instagram and Facebook  Follow Chris on LinkedIn Harvard Ted Talk - The longest study on happiness Books Paul Armson - Enough Carl Richards - The One Page Financial Plan Chris Budd on Amazon Rath & Harter - Well Being: The Five Essential Elements Tim Kasser - Hyper-Capitalism The book that changed Chris' life; Slavomir Rawicz - The Long Walk Chris' favourite novel; Dodie Smith - I Capture the Castle

FTAdviser Podcast is the weekly podcast brought to you by FTAdviser. This week, Chris Budd, founder and chairman of Ovation Finance, joins us to discuss industry issues including financial wellbeing, as he claims clients come to financial advisers specifically so they do not have to think about their money. Mr Budd also discusses succession planning and how employee ownership can work for the advice profession. See acast.com/privacy for privacy and opt-out information.

In a special podcast, Ollie Smith is joined by Ovation Finance chairman Chris Budd and broker Peter Trotman to navigate the pitfalls of business sales and succession. Expect rampant quizzing, difficult detail, and some outrageous anecdotes.

In this episode, I'm pleased to welcome Chris Budd back to the show. Chris has come on today to talk about his new book. It's called The Eternal Business: How to transition a business for the employee ownership revolution. When it comes this employee ownership revolution, Chris knows his onions, and that's because he's recently sold his own business, Ovation Finance, to an Employee Ownership Trust. But the movement for employee ownership is global - and interest in this alternative succession route is growing fast. Employee ownership is about more than the ownership, however. It's about creating a sustainable business. It's about creating an eternal business. That means a focus on long-term sustainable profits; happy customers; happy employees. In The Eternal Business, Chris lays out a valuable system for businesses no matter where in the world they are based. He shows how to get a business - and its employees - ready for this transition. And a model and pathway to follow so that it continues, maybe forever! Here’s my conversation with Chris Budd, author of The Eternal Business, in episode 359 of Informed Choice Radio.

Chris Budd on Employee Ownership Trusts: A new way to build sustainable businesses - MAF186 This week, I welcome Chris Budd back to the show. Chris has recently put his business, Ovation Finance, into an Employee Ownership Trust, a fantastic way of creating sustainable businesses owned by the employees. We talk about the process Chris went through and the book he's written on the subject, The Eternal Business. Welcome to episode 186 of the Marketing and Finance Podcast. We chat about: How the Employee Ownership Trust model works The four stages of building a sustainable business Setting up collaborative decision-making How ‘the flag in the ground’ concept helps employees Who the Employee Ownership Trust model is for How the model benefits consumers - the John Lewis effect Who is Chris Budd? Chris has worked in the financial planning industry all his life. Seven years ago, bored and trapped in his business, he started trying new things and being more creative. He wrote novels, played in a covers band and changed the business so he was the least important person in it. This culminated in selling it to an Employee Ownership Trust. He works now as a consultant and a writer of business guides. He has followed his first book, The Financial Wellbeing Book, with a second: The Eternal Business, about a different way to build a sustainable business. Links and Show Notes. For links to the books and apps mentioned, please visit http://rogeredwards.co.uk/MAF for the show notes. What is the Marketing and Finance (MAF) Podcast? The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance. I’m Roger Edwards, a marketing guy and keynote speaker from Edinburgh. Talk to me if you want to cut the BS and complexity from your marketing strategy. The MAF Podcast is a 30-minute radio show you download from http://rogeredwards.co.uk/MAF, 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. http://rogeredwards.co.uk/itunes 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. http://rogeredwards.co.uk

Join Chris, David and Producer Tommo as they explore Employee Ownership - a great option when a business owner wants to step away and the employees want to step up. They discuss what drives people at work and how employee ownership relates to financial well-being. This podcast shares some great insights into the sale of Ovation Finance to an Employee Ownership Trust. The legend that is Tight Ass Tommo also shares great money saving tips and we answer listeners questions.

Ovation Finance are a firm of financial planners in Bristol. It was set up by Chris Budd and has very recently been sold to an Employee Ownership Trust.  Chris talks to us about the steps that he took in order to prepare for this transition. This includes the four elements of the eternal pyramid and also the personal challenges that he faced.  When considering succession planning an Employee Ownership Trust may not be something that immediately springs to mind but in this episode we look at the features, benefits and drawbacks of this option.  Chris now works as a consultant helping other businesses with the process of employee onwership and you can get in touch with him on Twitter: @ovationchris His website is http://www.ovationfinance.co.uk/   Support this podcast

Chris Budd from Ovation Finance talks to Martin about coaching skills for advisers and a useful exercise in listening. Chris Budd is the owner and MD of Ovation Finance, a fee-based financial planning practice. He is a qualified business coach (Ad.Dip in Coaching & Mentoring, European Mentoring & Coaching Council). He also writes books, including one on Financial Planning and two novels. He’s a regular speaker at conferences, both at financial services events on Ovation’s coaching, then planning, then advice model, and to the public about money and happiness. @ovationchris

This week I welcome back friend of the show and previous guest, Chris Budd of Ovation Finance. Chris is going to help us find the reason for building wealth. After all, the idea is not just to get rich, but to enjoy that money one day.   Podcast: Subscribe in iTunes | Play in new window | Download Sponsor Message This podcast is brought to you with the help of Seven Investment Management, a firm of investment managers based in London. They specialise in multi-asset investing, bringing institutional investing techniques to ordinary people like you and me. 7IM put their name to my show and to my site because they believe in what I'm doing, trying to get decent, easy-to-understand financial information out to the world. I'm very grateful to them for their support. You can see what they're up to at 7im.co.uk Why bother building wealth? Multi-asset funds should, in my not-so-humble opinion, form the core of anyone's portfolio. They are a kind of fire-and-forget, off-the-shelf, done-for-you portfolio of assets, which will work for you over time. In this session, you'll discover: Chris' definition of what wealthy means Some of the different motivations he has come across in his career The questions Chris asks to help people discover and verbalise their objectives The issues that often hold people back The ways that Chris has helped people overcome these self-limiting beliefs The link between clarity of a vision and its likelihood of being realised Resources mentioned in this show Book: The Financial Wellbeing book - buy from Penny Brohn (more proceeds to the cause) Book: The Financial Wellbeing book - buy from Amazon (only if you have to!) Chris' Financial Planning practice: Ovation Finance Podcast: How to talk to your partner about money And of course, there's always a transcript of the show available by clicking the mahoosive blue button below: [Coming Soon]   Join the conversation I love to read and respond to your comments, so please do join in and share. Question: What is your definition of becoming wealthy? Let me know in the comments section below. Share the love If this show is of any use to you, it would help me massively if you would take the time to leave me a review on iTunes. This has a huge impact on keeping me near the top of the rankings, which in turns helps more people to find the show and to subscribe. Just click the button below:

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 http://rogeredwards.co.uk/MPAF 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 http://rogeredwards.co.uk/MPAF, 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. http://rogeredwards.co.uk/itunes 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. http://rogeredwards.co.uk

They say that money doesn't make you happy. Maybe that's true, maybe it isn't. Today I'm talking to a good friend about financial wellbeing, what it is, and how we can get some!   Podcast: Subscribe in iTunes | Play in new window | Download Sponsor Message This podcast is brought to you with the help of Seven Investment Management, a firm of investment managers based in London. They specialise in multi-asset investing, bringing institutional investing techniques to ordinary people like you and me. 7IM put their name to my show and to my site because they believe in what I'm doing, trying to get decent, easy-to-understand financial information out to the world. I'm very grateful to them for their support. You can see what they're up to at 7im.co.uk Financial Wellbeing I've said before that money is not an inert force. It has incredible power to inspire the best and worst in people. It can be used to build up or to tear down, for good purposes or evil. It has the power to affect how we feel, and our financial wealth, or the lack thereof, can lead to great anxiety. Today I chat to my good buddy Chris Budd, who is a financial planner of many years' experience. He's also a qualified life and business coach and is well placed to get into the nitty gritty of how money works and how we interact with it. I'll let him do the talking. There is so much to be gained from adopting the principles Chris has talked about, and digs deeper into in the book. Having a healthy relationship with money has so many knock-ons to the rest of our lives, that financial wellbeing must surely be a priority for all of us. Resources mentioned in this show Book: Financial Wellbeing (Released 31st May 2016 - pre-order on Amazon now) Podcast: Financial Wellbeing - Coming soon Website: Financial Wellbeing - some great blog posts on here Charity: Penny Brohn UK - helping people live well with cancer Financial Planner: Chris' firm Ovation Finance in Bristol  

This week in episode 21 of the Informed Choice Podcast, it’s a General Election 2015 special! With less than a week to go before Britain decides who should govern the country, Martin speaks to Nick Peters, Co-Manager of the Fidelity Multi Asset Income Fund to get his thoughts on what this election is likely to mean for investment markets. He also interviews Dee Searle, a client of Informed Choice who you might remember from episode 17 of the podcast. Dee is standing as parliamentary candidate for the Green Party in Tottenham. Martin spoke to Dee earlier in the week to find out how her campaign is going, what she thinks her chances are of becoming an MP next week and whether she would do it all over again. There’s also some pre-election thoughts from Financial Planners Chris Budd from Ovation Finance in Bristol and Chris Daems from Cervello Financial Planning in London and Essex.