All roads
lead to Exit

“Ben took the time to listen, understand what we wanted to achieve and provide insight from his years of experience. I feel comfortable that we are being guided by someone who knows what they are doing and, more importantly, listens to what we want and does what he says he’ll do.”

“We couldn’t speak more highly of Vicki Hicks and have no hesitation in recommending her and the team. In addition to being extremely knowledgeable and experienced, we found her honest, open approach a great fit with our firm.”

“Ben is thoughtful, inquisitive, knowledgeable, and forward-thinking. His support and insight helped hugely to deliver a first-class and rewarding session to a room of senior industry figures.”

“We had a great experience working with Ben on strategic marketing workshops. They were a huge support from start to finish, thanks to his talented facilitation and organisational skills. His knowledge and understanding of the financial planning profession was a big bonus too.”

“I’ve grown in confidence in my own ability as Managing Director. There’s also an element of thinking much farther ahead about where we take the business. It was very year to year, quarter to quarter previously. Now it’s much further advanced on what we want to achieve, where we want to take it and scale. I’ve never thought about that previously and that’s really helped me focus on where I want to take the business and allows us to make decisions on priorities and other elements without actually being bogged down in the day to day.”

“We picked Melo because not only are they representing us completely, there’s no conflict of interests. We enjoyed the people at Melo that we worked with. I think they have over 100 sales under their belt, and we knew there wasn’t much they hadn’t seen and would be there for us every step of the way. Working with Melo was a complete game changer. Not just for our deal and the business, but also for our clients and the staff that worked so hard for us. I wanted to stay in the industry and give back to the profession. So as a result of the amazing experience we had with Melo, I wanted to work with no-one else. I’m now an exit partner at Melo and I’m helping people go through the same journey that I’ve been through.”

“The main difference I’ve felt from Melo is a kind of empowerment. They’ve helped us see that we truly own this company and can make a difference and can make it grow. They have given us the confidence to really challenge everything that we are doing; to move on from how it has been in the past and do it our way going forward. That has been very refreshing.”

“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. It’s provided more confidence that a referral is something that you should be asking for, and something that if you build into your normal structure of meetings is not a difficult thing to bring up.”

“Absolutely spot on and in line with the direction of travel and how we want to work with our clients.”

“Brilliant. Reframed my thinking.”

“Excellent refresher on body language and identifying client goals and wording questions to paint pictures.”

“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. We were also able to create efficiencies internally to help our staff workloads. Previously we were spending money to fight fires a lot and it wasn’t really getting us anywhere. Whereas this year it feels like every penny we have spent has been a true investment to actually set us up for the future.”

“Engaging, upbeat, relevant.”

“Excellent & interactive.”

“Helps advisers prioritise the most important elements of financial planning. ”

“Relevant, there's a blend of theory and practice and gives real life examples. ”

“Gives real world examples and strategies to help build stronger relationships.”

“New methods of working word patterns to add into our "patter". ”

“Real world examples of tried and tested successful techniques.”

“Great structure, activities involved everyone and energy was high from the facilitator. ”

“Gets you to think about the clients aim/ goal rather than just carrying out a transaction. ”

“You can always learn and adapt your process to try and improve client outcomes. ”

“As an "established" adviser the workshop acted as a good refresher to some concepts that have been worked on before. ”

“Relevant to role of getting new clients. ”

“Clear, concise learning methods that are not overly complicated!”

“Very good workshop, well put together, lots of food for thought. ”

“Informative and interactive”

“Explained well. Good visual aids. Will give huge value to clients. ”

“A great day. Loads of useful hints and tips to apply in the real world.”

“Very useful and interactive. ”

“Thorough discussion of really effective techniques and application in client meetings. ”

“An incredible overall of great info with implementation included.”

“Useful techniques that will help client conversations. Will look to use these going forward. ”

“I’ve been working with Melo for a few months to understand my options in the marketplace. I’ve found their personal approach and supportive team really helpful in what is a highly complex market and emotional journey for me as a business owner.”

“Their philosophy of ‘culture before cash’ and genuine desire to make sure that business owners get the best possible fit and overall deal means I recommend them highly.”

“Vicki and the team provided first-class support when we were purchasing a business. They have a great ability to see the commerciality and be open in their dealings with clients. This is very welcome at what is a stressful time, whether you are selling or buying a business.”

“My experience has been both a pleasure on a personal basis and a business note. They’ve provided me with a first-class professional service throughout, leading to the sale of my business. I’d encourage anyone in the same position to use their services, you won’t be disappointed.”