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“We admittedly had got a little bit caught in a trap of doing things how we’d always done things and not really seeing ways we could improve. (Melo) helped us challenge that. They brought in their wider knowledge from the industry, from other firms and showed us what could be done differently. We not only looked at processes and workflows, but we actually looked at the entire client journey to enable us to give a better service to our clients.”
“It’s allowed us to really dive deeper with our clients. Where we’ve stopped before is what Melo has allowed us to interrogate further and have more meaningful client discussions that’s allowed us to give far better advice”
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Looking for insights that make a real difference? Visit the Wisdom Vault to access all our articles.
Visit our Wisdom Vault Listen to our Podcast05 December 2025
Guide to self-employed financial advisers vs employed
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Melo wins Best Business Growth & Succession Award
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Three steps to de-risk your firm sale with DB history
Exit readiness for firms with DB history: 3 steps to de-risk before…
23 October 2025
5 Things buyers really think about when it comes to DB history
If you’ve ever advised on Defined Benefit (DB) transfers, you’ve probably felt…
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