Episode 53 – The Financial Wellbeing Conference 2019

We have a bumper hour long episode for you from the Financial Wellbeing Conference. Chris, David and Producer Tommo, along with special guests, delivered a great message to fellow financial planners under the iconic wings of Concorde. The event was a fantastic way to share with others in the financial planning industry the message of putting happiness and wellbeing at the heart of everything you do. Whether you are a financial planner, want to know more about financial wellbeing and how to apply it to your finances, or just want a giggle with the legendary #tightasstommo money saving tip, this is the episode for you!


Welcomes and introductions

How the conference came about?

Big thank you to Parmenion for organising the conference.

The speakers at the conference; (click on names for more information)

What happens next? If you are interested in being a part of this get in touch – chrisbudd@ovationfinance.co.uk

Panel Discussion from the conference

Introduction to the panel members

Tight Ass Tommo conference trips can be expensive!

Questions for the Panel

  • How can we engage with clients emotions and why does this matter?
  • How to best signpost clients
  • Why talk to clients about philanthropy?
  • How do we change perceptions to become a truly holistic profession?
  • How do we measure the wellbeing we give to clients?
  • How long will it take for people to stop searching for ‘pensions’ and start searching ‘financial happiness’?
  • How to make financial education a viable business

Thank you to those who supported the conference –


The Money Charity

C The World

Do you have any financial wellbeing questions you would like us to answer?  Do you have a #tightasstommo money saving tip you would like to share with our listeners?

If so, let us know by going to Twitter @Finwellbeing or email – contact@financialwell-being.co.uk

If you would like to purchase a copy of The Financial Wellbeing Book please click on this link to visit Penny Brohn UK shop


Blog: COVID-19 Update

The Ovation Team is staying safe and working from home, we are still fully operational and can answer calls, emails and continue with video meetings – we are committed to delivering the same high-quality service you would usually expect from us.

Posted by:
June 27, 2020

Episode 63 – Interview with Will Carmichael from Rooster Money

The guys are still here for the latest episode of the Financial Wellbeing Podcast. Join Chris, David and Producer Tommo as they chat with Will Carmichael, founder of Rooster Money. Now, Rooster Money may be an app to help teach kids great money habits with their pocket money, but stay tuned – us adults should … Continued

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