David Ferguson on Nucleus and New Financial Business Models – MPAF26

Think Big. Act Small. Be Humble.

This is the business philosophy behind Nucleus Financial, and Edinburgh based platform provider built from scratch and launched in 2006.

My guest today is Nucleus Financial’s CEO.

In this fascinating interview hear how David and his team founded a new type of financial services business model.

Listen to how they over came challenges, focussed on client needs, built a vibrant culture and achieved success represented by over £8 billion funds under management.

MPAF 26

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Who is David Ferguson?

After spending time as a trainee actuary with Life Association of Scotland before stints with Ivory & Sime, Scottish Life International and strategic consultancy The Abacus, David started Nucleus Financial.

Nucleus is based a stone’s throw from where I used to work at Bright Grey, and indeed we’ve swapped marketing and cultural ideas over the years.

David is a prolific user of social media and a frequent media commentator.

David’s Contact links:

David’s favourite books:

Purple Cow – Transform Your Business by being Remarkable by Seth Godin.

Evil Plans – Escape the Rat Race and Start Doing Something you Love by Hugh MacLeod.

The Thank You Economy by Gary Vaynerchuk.

Enchantment – The Art of Changing Hearts, Minds and Actions by Guy Kawasaki.

The Little Big Things by Tom Peters.

Jab Jab Jab Right Hook by Gary Vaynerchuk.

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Annie Shaw and a Journalist’s View of Financial Services and the Future – MPAF25

Journalists whether Trade or Consumer write about the good and the bad in Financial Services.

They develop a unique helicopter view of the market, companies, propositions, campaigns and individual industry personalities.

My guest has written for both consumer titles, notably the Sunday Telegraph and the Independent on Sunday, and trade publications such as Money Marketing Magazine.

Hear Annie talk about her view of Financial Services and advice gleaned from many years’ experience writing about all aspects of the industry.

Listen to her fascinating and funny stories about working for Money Marketing Magazine. Do you remember the great column, “A Shaw Thing” with Annie plus Esther Shaw and Sam Shaw?

My Guest on Episode 25 of the Marketing Protection and Finance Podcast is Annie Shaw.

Annie Shaw and a Journalist's View of Financial Services and the Future

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Who is Annie Shaw?

Annie Shaw is a writer and commentator, freelance journalist and broadcaster.

Over the years she’s worked for the Sunday Telegraph, The Independent on Sunday, Daily Express and Money Marketing.

Annie is a Director of CashQuestions.com – a unique service run by a panel of renowned personal finance journalists – a questions and answers service for consumers.

And Annie is also and Financial Agony Aunt for Saga Magazine and Website.

Annie’s’s Contact links:

Annie’s favourite books:

The Divide by Matt Taibbi.

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Steve Devine on the Protect Association – MPAF24

Industry Networking. Market knowledge. Expert speakers.

These are the benefits of belonging to a trade association.

If you work in, or are interested in the protection market then you should check out the Protect Association which puts on numerous events each year attracting speakers from all spheres.

My guest today is the Chairman of the Protect Association.

Hear Steve tell the story of how the Protect Association evolved from a dining club for underwriters into a hub for networking, business development and marketing ideas.

Listen to the challenges Steve has faced building an association offering high quality events which he describes as entertaining as well as educational.

My Guest on Episode 24 of the Marketing Protection and Finance Podcast is Steve Devine.

MPAF24 - Steve Devine

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Who is Steve Devine?

Steve runs Devine Connections after spending many years in senior management roles in the general insurance and the protection insurance industry.

He specialises in business development, PR, and communications.

Steve is the Chairman of the Protect Association – a trade body for protection insurance professionals providing networking, market knowledge and business development help.

Steve says that the association helps keep him at the forefront of what is happening in the protection insurance market.

He’s very much a practitioner and his focus is on achieving results and adding value.

Steve’s Contact links:

Steve’s favourite books:

The Three Levels of Leadership by James Scouller

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