Succession Planning: Creating the Next Generation

Get out of your own way: Building a scalable, saleable business

Most financial planning firm owners did not set out to become the bottleneck in their own business.Far fewer understand what is really holding their growth back or why some firms scale smoothly while others quietly stall.This free, practical session gives you an honest look at the internal blockers that prevent real growth.Not just strategy. The mindset, the habits, and the structures underneath.We’ll walk through the key shifts that allow financial planning firms to scale and become genuinely saleable:1️⃣ Shift mindset: Shame to fame2️⃣ Leadership built around your Unique Ability3️⃣ Ambition unbuttoning and getting empowered by numbers4️⃣ Uncover, protect and choose what’s next You have three choices: do nothing, do something, or do everything.From this episode you'll get:✔ A clearer understanding of the internal blockers that hold growth back✔ Insight into how to shift from working in the business to working on it✔ Practical principles around leadership, structure, and numbers that support scale✔ A framework for what makes a financial planning business worth ten times its current value✔ Clarity on the choices available: do nothing, do something, or do everythingIf scaling your business feels like something for “later”, this session will help you understand why the groundwork starts much earlier. 00:00 Intro 01:06 Welcome 02:06 Questions to get you thinking 06:54 Scale up like a pro 12:34 Shame to fame mindset 18:48 Unbuttoning your ambitions 21:06 Your unique ability 35:36 Legacy over ego 44:36 Get empowered by your numbers 55:36 What to do next 58:39 Wrap up

Exit Ready: The Big Picture with CATS

Every exit has 3 stages... 1. Preparing 2. The deal process 3. The transition Most IFA firm owners know an exit will happen one day. Far fewer have had the opportunity to step back and understand what actually makes an exit successful and why some deals feel controlled and strategic while others quietly unravel.  In this joint session with CATS, we walked through the full exit journey, from early preparation through to post-sale transition covering all the important points you need to know.. 00:00 Welcome 01:01 Introduction 3:56 What if I’m not looking to sell now? 05:31 Preparing your business for sale 36:31 The deal process 53:27 The transition 1:00:52 Final thoughts 1:00:12 Wrap up

Creating a self-reliant leadership team

Strong organisations aren't built on control. They arebuilt on capable, confident leadership teams. As a senior leader, your role is not to hold every answer. It is to create an environment where answers emerge without friction. A truly self-reliant leadership team does not remove you fromdecisions. It strengthens their quality and pace. Self-reliance isn't a personality trait. It’s a deliberate design. When leadership teams become self-reliant: 🎯Decisions move faster. 🤝Escalations reduce. ⚖️Strategic focus sharpens. 📊 Performance stabilises under pressure. If you’re building senior capability in 2026, this session is designed for you. 00:00 Welcome 00:57 Intro 04:44 Your unique ability 11:09 Kolbe tool 23:32 GC Index tool 26:55 The shift from doing to owning 36:09 Vision, Mission, Values & Culture 43:57 How to delegate well 54:57 Design for dependency 56:53 Structure for accountability 59:54 Final thoughts60:00 Thanks for listening

Succession Planning: Creating the Next Generation

Succession planning is often treated as something to think about later, closer to exit.In reality, it is one of the most important leadership challenges a financial planning firm will face.This practical digital event explores how firms can move beyond dependency on founders and senior advisers, build leadership capability internally and create continuity for clients, teams and future owners.Drawing on real-world experience of financial planning firms, this session will explore why succession planning often stalls, what gets in the way of developing the next generation and how leaders can step back without losing control, culture or value.You will leave with:- A clearer understanding of why succession planning fails in practice.- Insight into the behaviours and structures that support internal succession.- Practical ways to reduce key person dependency.- Principles for developing leadership capability at every level.- Greater clarity on what succession readiness really looks like.Hosted by Melo’s Chief Innovation Officer, Ben Wright, with Progress Partner Nicky Wright sharing insight from her work supporting leadership development, continuity, and succession readiness in advice firms.All attendees will receive Melo’s Succession Planning Guide, designed to help firms move from good intentions to practical clarity.A considered session for firm owners thinking seriously about long-term continuity.

New Year, New You | Business Revolutions

Most business leaders start the year with clear goals and good intentions.Then momentum drops. Habits slip. Difficult conversations get avoided. And before long, it’s business as usual.In this recorded live session, we tackle two problems that quietly limit performance and value in growing businesses:1. Why motivation fades and change doesn’t stickDr Stephen Ford, Exit Partner at Melo, explores the psychology behind behaviour change, why people struggle to maintain momentum and what leaders can do differently to make progress last.2. Why leaders avoid difficult conversationsSara Cooke and Rhi Baxter from We Are Brave share practical approaches for handling disagreement, conflict and challenging conversations with more clarity and confidence, before avoidance creates bigger issues.This session is designed for business owners and leaders who want a better year, not just a busier one.If you want to turn intention into progress this year get in touch. Melo works with ambitious financial planning business owners to improve decision-making, leadership, and long-term value, whether or not an exit is imminent.Find out more at melo.co.uk or follow us on LinkedIn for more insights. 00:00 Intro 03:48 – Why we fail to stick to resolutions 10:36 – The psychological impact of not sticking to goals 12:44 – Tips to help you stick to new habits or behaviours 15:12 – How to form positive habits 17:04 – How to get back on track if you've got lost 21:36 – Why do we shy away from hard conversations? 23:24 – What are we so scared of? 24:32 – The impact of staying quiet 30:36 – Why you should schedule difficult conversations 32:00 – Changing your mind shouldn't be humiliating 35:48 – "I don't want to speak up because I'm scared of their reaction" 38:30 – How to disagree in a group setting 42:36 – What to do if you're a reflector 45:36 – The 5 point framework to have better conversations 48:40 – How to deal with someone who doesn't want to engage 50:54 – The conversations you wished you'd had last year 53:42 – Final thoughts keeping new habits on track 55:00 – You might not actually be disagreeing 56:12 – Wrap up Music: Good Night (Lofi) by FASSounds