Episode 9
In this episode, Dan speaks with Victoria Hicks, CEO of MELO, the UK’s leading growth and exit partner for financial advice firms.
They dive into how advisers can grow, scale, or exit their businesses more effectively, and why Bitcoin is a topic no forward-thinking firm can afford to ignore.
From adviser consolidation trends to the mindset shift needed for digital assets, this episode is essential listening for any IFA thinking about their firm’s future in a changing world.
Whether you're planning to scale, sell, or simply adapt to what’s next, Victoria shares hard-earned wisdom on building sustainable value in the advice profession.
Enquire about P1 Investments here - marketing.p1-im.co.uk/bitcoinifa
Website - www.thebitcoinifa.com
We always recommend watching ‘What’s the Problem’ by Joe Bryan:
DISCLAIMER:
This podcast is for FCA-authorised financial advisers only and is not for retail clients.
The views expressed in this content, and all other content on this channel, are those of the individuals speaking and do not constitute financial advice or a recommendation to invest in any product, asset, or strategy — including those discussed in sponsored segments.
This content is for educational purposes only.
Always do your own research and consider all relevant risks before making any investment decisions.
Published on 2 months, 1 week ago
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