Growing or Going
By Melo
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by Melo
Category: Education
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 0
Reviews: 0
Episodes: 25
Description
Elo from Melo! Growing or Going (formally The Effective Adviser) is a podcast dedicated to finding ways to make financial planning businesses better. Whether your starting, scaling or selling, we've got your back. We talk everything efficiency, training and coaching, and exit planning via external sale or internal succession. Like what you hear and want more Melo magic? Visit www.melo.co.uk.
| Episode | Date |
|---|---|
|
New Year, New You | Business Revolutions
|
Jan 19, 2026 |
|
Employed vs self-employed advisers: Which model really works for financial planning firms?
|
Dec 18, 2025 |
|
The Efficiency Flywheel
|
Dec 16, 2025 |
|
Selling a financial planning firm with DB liabilities
|
Nov 24, 2025 |
|
Financial Planning x AI: Make Shift Happen
|
Oct 21, 2025 |
|
Model Portfolios - Hidden Risks & Benefits with 8AM Global
|
Sep 26, 2025 |
|
Melo's Live Business Surgery
|
Sep 19, 2025 |
|
The Future of Fin Tech with John Milliken of Defaqto
|
May 29, 2024 |
|
The future is crazier than you think!
|
Mar 28, 2024 |
|
INDUSTRY SPOTLIGHT: Ben Goss of Dynamic Planner
|
Mar 01, 2024 |
|
How to make events memorable
|
Dec 19, 2023 |
|
How to provide financial advice for £149!!!
|
Dec 01, 2023 |
|
Talk Money Week Special with Jenny Wright of MaPS
|
Nov 06, 2023 |
|
How to recruit and retain talent
|
Oct 27, 2023 |
|
It wasn't meant to be this way
|
Oct 11, 2023 |
|
On your bike! How to move networks or service providers
|
Aug 22, 2023 |
|
Financial adviser to business owner
|
Aug 08, 2023 |
|
How AI is changing Financial Planning
|
Jul 05, 2023 |
|
An Interview with ChatGPT
|
Apr 06, 2023 |
|
The World's your Oyster!
|
Mar 20, 2023 |
|
Exploring EATT2023 with Ian McKenna
|
Feb 03, 2023 |
|
Self-checkouts in financial advice?
|
Dec 30, 2022 |
|
Festive Message
|
Dec 22, 2022 |
|
Confirmation Bias
|
Dec 12, 2022 |
|
Welcome to the Podcast
|
Dec 09, 2022 |