Melo Business Surgery: Stuck? Let’s Fix It – Live!

Most financial planning firms face the same challenges.

On Wednesday 17th September 2025 at 10:00am, you can watch us tackle them live and get the answers you need.

Save your spot

Got a bottleneck in your business? Send in your question ahead of time or drop it into the chat on the day.

Here are some of the questions we’ve had so far:
❓ How do I navigate succession planning when it involves family?
❓ What’s the best way to deal with an underperforming team member?
❓ What kind of MI should I expect from my CRM?
❓ At what stage should I stop holding clients myself, or should I always keep some?

You’ll see how we:
✅ Get to the real root cause of the problem
✅ Share the fixes that actually work
✅ Give ideas you can apply in any firm

We’ll be live, unscripted and sharing insight built from helping over 100 firms grow, streamline or exit.

Growing or going? This is your chance to hear the advice most people pay thousands for.

Work in a provider or tech firm? You’ll still find plenty here to take back to the advisers you support.

We’re looking forward to seeing you there!

Have a question you want us to answer?

Send us your questions