Melo's Live Business Surgery
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Melo's Live Business Surgery
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À propos de cet audio
Hey everyone - it's been a while, but we're back with the new show name of Growing or Going.
Every financial planning firm is unique, but most face similar challenges. In this live, unscripted Q&A session, we tackled real questions from owners and leadership teams, getting to the root cause, sharing fixes that work and giving ideas you can apply in your financial planning firm.
Here’s what we talked about:
00:05 Introduction
01:25 Start
06:20 Advice on selling to local firms or consolidators
11:33 When should owners step back from giving advice?
17:38 How to get your staff to step up and deal with underperformance23:59 The main factors that determine sale value33:35 What’s EBITDA?37:16 What’s a good profit margin?38:57 Do you need to segment your clients?41:27 Top 3 tips to make a business more effective49:48 How to tell your team you’re selling56:50 What’s the average ongoing service fee?57:36 Closing remarks
For more useful ideas visit our website at www.melo.co.uk. If you’d like to talk either GROWING or GOING from your financial planning firm, get in touch by emailing hello@melo.co.uk or calling 0113 4656 111.