Vision, Mission & Values
What is the Vision, Mission & Values Workshop?
Every financial planning firm has a story to tell, but few have the words to tell it well. If you asked your team to explain your vision, mission and values, would they all give the same answer? For most firms, the response is muddled, or worse, silence. That’s where the Vision, Mission & Values Workshop comes in. If your vision is vague, your mission doesn’t inspire action or your values feel like they’re just words on a poster, this workshop is for you.
We’ll guide you through a structured but open process, mixing creativity, reflection and group discussion. Using proven tools and practical exercises, we help you define a vision that inspires, a mission that motivates, and values that genuinely shape culture.
By the end of the session, you’ll walk away with Vision, Mission and Values that everyone buys into, descriptors that make them real, and a comms plan to keep them alive day to day.
What’s the benefit for your business?
When your team understands your “why” and the values they’re expected to live by, they make better decisions, communicate more clearly with clients and show up with purpose. Strong Vision, Mission & Values align people, strengthen culture and give your business a clear identity.
- Inspire staff with a clear sense of direction and purpose that drives decisions and behaviours every day.
- Strengthen client relationships with a sharper story about who you are and what you stand for.
- Create consistency across leadership, culture and communications so everyone pulls in the same direction.
- Build long-term resilience by embedding values that guide real world decision making and actions
How does the training work?
The result is a shared story that runs through your culture, client conversations and leadership decisions, making sure your vision, mission and values aren’t just words on a page, but lived by all.
What people said about learning with Melo
We had a great experience working with Ben on strategic marketing workshops. They were a huge support from start to finish, thanks to his talented facilitation and organisational skills. His knowledge and understanding of the financial planning profession was a big bonus too.
Absolutely spot on and in line with the direction of travel and how we want to work with our clients.
Brilliant. Reframed my thinking.
Want to talk things through?
Bite size
brilliance
Looking for insights that make a real difference? Visit the Wisdom Vault to access all our articles.
Visit our Wisdom Vault Listen to our Podcast29 September 2025
Why vision, mission & values matter
Vision, Mission, Values: The most underused growth lever in your firm Every…
29 September 2025
Melo brings in Gaynor Rigby as COO to help power its next phase of growth
Melo has appointed Gaynor Rigby as Chief Operating Officer as the business…
25 September 2025
Webinar replay: Advisory vs discretionary portfolios
Consumer Duty has raised the bar on how firms evidence their investment…
19 September 2025
Set red lines before selling your business
Why Deals Fall Apart Before They’re Signed Too many sellers start the…
19 September 2025
Webinar replay: Fixing bottlenecks in financial planning firms
Fixing real bottlenecks in financial planning firms: live surgery replay Every financial…