Stage 1 – How effective is your business?
You don’t know what you don’t know
Most financial planning firms evolve in isolation. Processes, culture and strategy grow around what has worked before. Over time, blind spots creep in: inefficiencies, habits that slow you down, gaps in leadership or client experience that go unnoticed until they become real problems.
Without outside perspective, you think everything is working well, but in reality, you’re falling behind as other firms grow faster, serve clients better and position themselves for the future.
Our Business Effectiveness Review shines a spotlight on what’s working, what’s holding you back and where the real opportunities lie. By combining team insight, on-site discovery and practical analysis, we give you a clear, personalised plan to fix cracks and build momentum.
You can’t scale a business on shaky foundations. Find and fix them now so growth has something solid to stand on.
What you’ll find out
Your report covers every corner of your business, showing where you’re strong, where the cracks are, and where the biggest opportunities lie. You’ll see gaps, strengths and priorities, all laid out with clarity.
- Leadership direction and alignment.
- Team culture and reward structures.
- Client journey and advice proposition.
- Data, finance and technology use.
- Sales, marketing and growth capability.
- Compliance and governance frameworks.
How does the review work
Within five working days you’ll see your business with fresh eyes. You’ll know the strengths, the gaps and the fixes that will unlock growth. From there, you can tackle changes yourself or work with us to accelerate results. Either way, you’ll know exactly how to build a stronger, more effective business.
What growing firms said about working with Melo
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.
Want to talk things through?
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