Rocket Fuel programme

Unleash your potential and give your business some Rocket Fuel.


10x your business

Feel like you’re running your business single-handedly? Frustrated that you could do much more but not sure where to start? Tired of slogging away and getting the same results? It’s time to inject some Rocket Fuel!

Running a financial advice practice can be tough. Whether you’ve grown organically, through acquisition or management buyout, we’ll give you everything you need to become a financial planning business ninja. It’s time to look at your financial planning firm for what it really is, a business. The good news is that we know financial planning and we know business! Our Rocket Fuel programme gives you everything you need to hone your leadership skills and make your firm epic.

How we work our Melo magic

You’ll start by spending a full week with us in person for an intensive coaching workshop. In that week, we’ll cover:

Creating you

Switch to a growth mindset and reset your internal thermostat. We'll get you to set goals and show you how to create a transformational business plan.

Exit strategies

Whenever exit may be, we’ll explain the types of sale, what acquirers want, how to get ready for sale, how to find a match and how the acquisition process works.

Business basics

Discover different business structures. Plus, learn how to read accounts, identify which numbers matter, how to insure your business and raise finance.

Creating a culture

Culture eats strategy for breakfast. Make sure the culture of your firm accurately reflects your values and beliefs. It can make or break a business.

Know your people

Understand your proclivities (inbuilt preferences) and use them to your advantage. We’ll also review your people and their strengths and weaknesses.

Effective communication

You can’t have a successful business without communicating effectively. Learn how to speak with your team, new clients and existing clients.

Building a proposition

Uncover goals-based planning and how you can use it to revolutionise your business. We create simple, easy-to-understand, yet effective propositions.

Embracing technology

Embedding technology is never easy. You can use it to improve the client experience and make your life easier, including utilising AI in financial services.

Oversight in business

In business, processes can change quickly. We’ll look at the modern way to manage training and competency, and explore smart compliance.

Driving performance

We’ll look into the psychology of sales, how to effectively run sales teams and tips for dealing with underperformance in the workplace.

Creating sticky change

Change projects can fail; that’s how the cookie crumbles. We’ll look into why and create an effective vision for change and how to bring people with you.


You’ll leave with a business plan and change strategy to take your business to the next level. Plus, a community of like-minded business owners to bounce off.

What happens next?

You’ll be supported for 12 months, giving you what you need to achieve your business goals. Every two months, you’ll get a 60-minute online coaching session to discuss progress and help with any challenges.

You’re not doing this on your own. Each quarter, we’ll bring your cohort together to talk through successes, share challenges and help each other to succeed. You’ll also have a WhatsApp group to support each other on your journey and we’ll keep you in the right mindset by sending regular messages with our best ideas and motivational posts.

How much will it cost to give your business Rocket Fuel?

First delegate

£12,000, including VAT

Second delegate

£6,000, including VAT
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.
Pete Summerbee
Pete Summerbee
Training & Competence Manager
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.
Rob Lunn
Rob Lunn
We had a great experience working with Ben and Izzy on strategic marketing workshops. They were a huge support from start to finish, thanks to their talented facilitation and organisational skills. Their knowledge and understanding of the financial planning profession was a big bonus too.
Debbie Brindley
Debbie Brindley
Marketing Manager
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