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Love it or hate it, financial planners need to be open to talking about bitcoin in 2025

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Let’s make 2025 the year that sellers take back control

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Progress

2025 business planning: How to create a roadmap for progress and success

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Recruitment

Your business needs a strong people strategy in 2025: Here’s how to plan yours

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News

Entrepreneurs: 4 helpful tips for switching off and recharging over the holidays

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Employee Ownership Trust or Management Buyout – Which is right for your business?

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Progress

Why change projects fail and how you can make yours a success

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Recruitment

3 recruitment tips for hiring the candidates your firm needs right now

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Meet the M&A team at Perspective and hear their thoughts on acquisition success

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Are you a psychopath? And why you don’t need to be one to be a great leader

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Perfecting your business sale strategy – and why selling your business shares isn’t always a choice

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Progress

NED in a Box: The check and challenge you need to grow your business

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Recruitment

How to get the most benefit out of partnering your business with a recruiter

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News

Meet Anthony Singleton – Non-Executive Director and all-round super Melo challenger

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How embracing the power of learning to say “no” could transform your work-life balance

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Are you truly READY to sell your business? There’s one way to find out…

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3 measurable ways your business could benefit from a Melo MOT

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Recruitment

Top tips for retaining superstar employees for years to come

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News

Michelle Wilson-Stimson on how she helps advisers to balance work and health, while living by the same mantra

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Why advisers suck at asking for referrals, and what you can do about it

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The cobbler’s shoes: Are you neglecting to form a robust exit plan?

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Progress

What’s your Target Operating Model? And why every business needs one

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Recruitment

Expert recruitment tips for hiring great leaders into your business now

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Recruitment

Meet Rachael Fennessey, Chief People Officer at Melo and recruitment and hiring star

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News

8 essential secrets for how to stay sane during the long summer holidays

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3 ways to execute the successful sale of your business

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Progress

Sales is not a dirty word – the future of your business relies on it!

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Recruitment

Top 4 ways the GC Index can empower your leadership team and progress your business

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News

Meet Andy Wealthall, Chief Operating Officer at Lifetime and financial wellbeing superhero

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News

7 top gadget recommendations for building a personal and business brand

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News

Are business valuations tumbling? – Wrong question! Is your business value tumbling?

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Progress

Goal-based planning: How to turn training into effective practice

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Progress

3 incredible business benefits of team coaching

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News

Meet Phil Calvert, founder of LifeTalk and awesome keynote speaker

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Progress

Leaders are readers: 4 inspiring book recommendations from Victoria Hicks

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When is the right time to exit your financial planning business?

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Progress

How goal-based planning can turbo charge your financial planning business

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Recruitment

Embrace leadership coaching to enhance your team’s true talent

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Progress

Meet Ben Wright, Chief Innovation Officer & Director of Progress

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Progress

April 17, 2024

Follow through on promises

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3 simple steps to boost the attendance of employees who are serial latecomers

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How tax works on the sale of the assets of an LLP

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How to keep your team informed and happy when selling your business

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Secret Seller episode 9 – Completion

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Keith Melling, Head of Corporate at Napthens Solicitors, discusses internal sales

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February 12, 2024

Meet CISI Chief Executive, Tracy Vegro: “Financial wellbeing is wellbeing”

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Is Instagram an effective marketing tool for financial planners?

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Could an Employee Ownership Trust be a good exit opportunity for you?

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Culture clash: How your business culture could influence a successful sale

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Secret Seller episode 8 – Telling the team

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Put a figure on it: How to understand the true value of your business

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Best of both worlds? How to sell your business and keep your best clients

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5 important jobs for your to-do list before selling your business in 2024

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Secret Seller episode 7 – Creating and agreeing the Share Purchase Agreement

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Mark Kilner: Why outsourcing integration could be the key to success

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Forward-thinking new year resolutions every business owner should consider

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5 useful measures you can take to improve data security in your business

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Steve McLean’s top 4 tips for selling your business

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Secret Seller episode 6 – Due diligence

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Meet Stephen Baxter, the high-flying coach helping business owners thrive in work and life

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5 luxury Advent calendars to buy for your loved ones this December

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4 top business lessons you can learn from Walt Disney’s career

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3 practical ways you can find a manageable adviser/client balance

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Secret Seller episode 5 – Receiving the offers

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Meet Exit Partner Steve McLean – bringing people together to create masterpieces

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5 European Christmas markets to enjoy this festive season

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When is the best time to sell your business?

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6 effective ways you can avoid burnout as a business owner

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Secret Seller episode 4 – Understanding the firm’s value

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Meet Vicky Pearce, founder of B-Compliant

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5 simple and effective ways you can improve employee wellbeing

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What Rocky Marciano’s story can teach you about selling your business

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5 simple things that can increase the value of your business

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Secret Seller episode 3 – Meeting with buyers

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Meet VouchedFor managing director Alex Whitson – helping UK businesses become more acquirable through client trust

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Progress

August 11, 2023

How to save 100s of supervision hours using AI

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3 things Jurassic Park can teach you about how not to build a business

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7 simple ways to make your business more diverse and inclusive

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5 critical lessons I learned when I sold my business

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Our Secret Seller continues their sale journey! This month it’s getting ready to sell

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Meet Paul Stevens – helping people mentally and emotionally prepare for selling their business

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Recruitment

July 21, 2023

How to prepare your business to attract Generation Alpha

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Recruitment

July 20, 2023

Advisers have changed the way they assess employment opportunities

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Why a four-day week could be right for your firm

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Become one of our client success stories – just like Elaine Gwinnett

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Define who you are outside of work – for your business’s benefit

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Our secret seller shares their sale journey! First up, “deciding to sell”

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Reset and Rise – How former financial adviser Vicki Hicks reimagined M&A for people just like her

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Progress

May 13, 2023

How Your Default Mode Network is holding you back

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Progress

May 02, 2023

Why first impressions count

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Progress

March 23, 2023

Revolutionise Your Financial Advisory Business: 5 Incredible ChatGPT Time & Money Savers That Will Set You Apart

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Progress

January 27, 2023

7 Simple Steps to a Fool-proof Consumer Duty Data Strategy

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Progress

January 21, 2023

Value is Personal for Consumer Duty

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Recruitment

December 07, 2022

‘There was talent that could have been harnessed and instead it was lost’

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Recruitment

December 05, 2022

Time for advice firms to create their own pipeline of candidates

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Progress

November 10, 2022

Value isn’t cheap!

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Progress

October 28, 2022

5 Essential Considerations for a Management Buy Out (MBO)

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Progress

October 11, 2022

Top 5 tips to prepare for Consumer Duty

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Recruitment

August 01, 2022

Advisers offer flexibility and career progression to attract talent

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Progress

July 21, 2022

Self-checkouts for financial advice? Why not!

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July 11, 2022

6 things we wish we’d known before we sold our businesses

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July 11, 2022

8 things most brokers won’t tell you about selling your business

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July 11, 2022

How can we help you get the right exit for you and your clients?

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Change in control – the FCA Supervision Review explained

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The Yorkshire Times: 10 in 10 – Victoria Hicks

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The five things you need to know about a career in financial planning

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Leeds can – and should – attract the best financial talent in the country… here’s why

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Are less women putting themselves forwards for new roles in financial services?

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WHY are our sellers selling?

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Nine Things to Consider Before Purchasing an FA Firm or Client Bank

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