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Financial Adviser Lives Podcast
Philip Calvert
39 episodes
2 days ago
Financial Adviser Lives is the business development podcast for IFAs, financial planners, wealth managers and professional financial advisers. Featuring interviews with IFAs, financial planners and industry experts throughout the UK and further afield, we find out what makes them tick, what motivates them and how they attract and service their ideal clients. Thousands of advisers have joined our community on Facebook, where they network, share best practice, get answers to their business questions and provide help and support to one another: https://www.facebook.com/groups/AdviserLifeTalk
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Business
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All content for Financial Adviser Lives Podcast is the property of Philip Calvert and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Financial Adviser Lives is the business development podcast for IFAs, financial planners, wealth managers and professional financial advisers. Featuring interviews with IFAs, financial planners and industry experts throughout the UK and further afield, we find out what makes them tick, what motivates them and how they attract and service their ideal clients. Thousands of advisers have joined our community on Facebook, where they network, share best practice, get answers to their business questions and provide help and support to one another: https://www.facebook.com/groups/AdviserLifeTalk
Show more...
Business
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Interview with Group CEO of Melo - Victoria Hicks
Financial Adviser Lives Podcast
58 minutes 52 seconds
1 year ago
Interview with Group CEO of Melo - Victoria Hicks

Business lifecycle firm Melo has come together from the merger of three acclaimed and highly experienced businesses, who together specialise in helping financial planning firms to grow and make progress, recruit the right personnel and for their owners to secure a great exit.

At launch, Melo has made a big splash in the financial planning community, and rapidly become known as go to experts in guiding, educating and supporting firms that want to be a cut above the rest.

Here Philip Calvert interviews Group CEO Victoria Hicks and discovers the thinking behind forming Melo and just what it takes to make a great financial planning firm.

Melo also supports LifeTalk - the original online community for financial advisers, which IFAs and financial planners use to network, share best practice, exchange ideas and to provide help and support to one another. Join 4,000 advisers in LifeTalk's private Facebook group here. Visit Melo here.


Financial Adviser Lives Podcast
Financial Adviser Lives is the business development podcast for IFAs, financial planners, wealth managers and professional financial advisers. Featuring interviews with IFAs, financial planners and industry experts throughout the UK and further afield, we find out what makes them tick, what motivates them and how they attract and service their ideal clients. Thousands of advisers have joined our community on Facebook, where they network, share best practice, get answers to their business questions and provide help and support to one another: https://www.facebook.com/groups/AdviserLifeTalk