Read

3 wonderful holiday destinations for a complete digital detox

Have a read

Exit

How to spot a gap in the market for your next awesome business opportunity

Have a read

Progress

How to manage the emotional ups and downs of the entrepreneurial journey

Have a read

Recruitment

How to overcome unconscious bias and build an inclusive recruitment process

Have a read

News

Meet Gretchen Betts, the multi-award-winning owner of Magenta Financial Planning

Have a read

News

January 15, 2025

Meet the passionate and driven financial planning consultant Gaynor Rigby

Have a read

News

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

Have a read

Exit

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

Have a read

Progress

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

Have a read

Recruitment

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

Have a read

News

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

Have a read

Exit

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

Have a read

Progress

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

Have a read

Recruitment

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

Have a read

News

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

Have a read

News

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

Have a read

Exit

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

Have a read

Progress

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

Have a read

Recruitment

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

Have a read

News

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

Have a read

News

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

Have a read

Exit

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

Have a read

Progress

3 measurable ways your business could benefit from a Melo MOT

Have a read

Recruitment

Top tips for retaining superstar employees for years to come

Have a read

News

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

Have a read

News

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

Have a read

Exit

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

Have a read

Progress

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

Have a read

Recruitment

Expert recruitment tips for hiring great leaders into your business now

Have a read

Recruitment

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

Have a read

News

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

Have a read

Exit

3 ways to execute the successful sale of your business

Have a read

Progress

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

Have a read

Recruitment

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

Have a read

News

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

Have a read

News

7 top gadget recommendations for building a personal and business brand

Have a read

News

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

Have a read

Progress

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

Have a read

Progress

3 incredible business benefits of team coaching

Have a read

News

Meet Phil Calvert, founder of LifeTalk and awesome keynote speaker

Have a read

Progress

Leaders are readers: 4 inspiring book recommendations from Victoria Hicks

Have a read

Exit

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

Have a read

Progress

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

Have a read

Recruitment

Embrace leadership coaching to enhance your team’s true talent

Have a read

Progress

Meet Ben Wright, Chief Innovation Officer & Director of Progress

Have a read

Progress

April 17, 2024

Follow through on promises

Have a read

Exit

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

Have a read

Exit

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

Have a read

Exit

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

Have a read

Exit

Secret Seller episode 9 – Completion

Have a read

Exit

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

Have a read

Exit

February 12, 2024

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

Have a read

Exit

Is Instagram an effective marketing tool for financial planners?

Have a read

Exit

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

Have a read

Exit

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

Have a read

Exit

Secret Seller episode 8 – Telling the team

Have a read

Exit

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

Have a read

Exit

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

Have a read

Exit

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

Have a read

Exit

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

Have a read

Exit

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

Have a read

Exit

Forward-thinking new year resolutions every business owner should consider

Have a read

Exit

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

Have a read

Exit

Steve McLean’s top 4 tips for selling your business

Have a read

Exit

Secret Seller episode 6 – Due diligence

Have a read

Exit

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

Have a read

Exit

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

Have a read

Exit

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

Have a read

Exit

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

Have a read

Exit

Secret Seller episode 5 – Receiving the offers

Have a read

Exit

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

Have a read

Exit

5 European Christmas markets to enjoy this festive season

Have a read

Exit

When is the best time to sell your business?

Have a read

Exit

6 effective ways you can avoid burnout as a business owner

Have a read

Exit

Secret Seller episode 4 – Understanding the firm’s value

Have a read

Exit

Meet Vicky Pearce, founder of B-Compliant

Have a read

Exit

5 simple and effective ways you can improve employee wellbeing

Have a read

Exit

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

Have a read

Exit

5 simple things that can increase the value of your business

Have a read

Exit

Secret Seller episode 3 – Meeting with buyers

Have a read

Exit

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

Have a read

Progress

August 11, 2023

How to save 100s of supervision hours using AI

Have a read

Exit

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

Have a read

Exit

7 simple ways to make your business more diverse and inclusive

Have a read

Exit

5 critical lessons I learned when I sold my business

Have a read

Exit

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

Have a read

Exit

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

Have a read

Recruitment

July 21, 2023

How to prepare your business to attract Generation Alpha

Have a read

Recruitment

July 20, 2023

Advisers have changed the way they assess employment opportunities

Have a read

Exit

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

Have a read

Exit

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

Have a read

Exit

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

Have a read

Exit

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

Have a read

Exit

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

Have a read

Progress

May 13, 2023

How Your Default Mode Network is holding you back

Have a read

Progress

May 02, 2023

Why first impressions count

Have a read

Progress

March 23, 2023

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

Have a read

Progress

January 27, 2023

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

Have a read

Progress

January 21, 2023

Value is Personal for Consumer Duty

Have a read

Recruitment

December 07, 2022

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

Have a read

Recruitment

December 05, 2022

Time for advice firms to create their own pipeline of candidates

Have a read

Progress

November 10, 2022

Value isn’t cheap!

Have a read

Progress

October 28, 2022

5 Essential Considerations for a Management Buy Out (MBO)

Have a read

Progress

October 11, 2022

Top 5 tips to prepare for Consumer Duty

Have a read

Recruitment

August 01, 2022

Advisers offer flexibility and career progression to attract talent

Have a read

Progress

July 21, 2022

Self-checkouts for financial advice? Why not!

Have a read

Exit

July 11, 2022

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

Have a read

Exit

July 11, 2022

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

Have a read

Exit

July 11, 2022

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

Have a read

Exit

Change in control – the FCA Supervision Review explained

Have a read

Exit

The Yorkshire Times: 10 in 10 – Victoria Hicks

Have a read

Exit

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

Have a read

Exit

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

Have a read

Exit

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

Have a read

Exit

WHY are our sellers selling?

Have a read

Exit

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

Have a read

Exit