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Marketing and Finance (MAF) Podcast

Jan 7, 2015

MPAF26 - David Ferguson on Nucleus and New Financial Business Models

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 £1 billion funds under management.

That’s all right here in this episode of the Marketing Protection and Finance Podcast. It’s the first edition of 2015. So Happy New Year everyone. Thanks for listening and here is episode 26.

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.

Links and Show Notes.

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

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

This is the Podcast for providers and advisers looking to share business ideas and inspiration in the world of 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.

I’ll be asking what we can do to make protection and finance more accessible to the consumer. We’ll talk about:

             Marketing, communications and propositions.

             Financial and protection products

             Interesting business models and campaigns

as well discussing how advisers can promote their own businesses using modern content and social media methods.

My aim is to make sure that you will get one or two big business ideas that you can apply to your 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 Marketer for 25 years, ex-MD of Bright Grey and Scottish Provident, content and social media champion, I’m now in business to help your business.

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

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.