Employed vs self-employed advisers: Which model really works for financial planning firms?
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Employed vs self-employed advisers: Which model really works for financial planning firms?
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A proposito di questo titolo
In this episode of Melo's Growing or Going Podcast, we unpack one of the most common and complex decisions firm owners face. Joined by Melo CEO Victoria Hicks, COO Gaynor Rigby, Ben Wright explores how adviser structure impacts growth, operations, culture and exit value.
This conversation covers:
- Why adviser structure matters more than many firms realise
- Autonomy vs alignment in self-employed and employed models
- The real cost and scalability considerations
- Culture, client experience and consistency
- How adviser structure influences business valuation and exits
- What to consider if you’re thinking about transitioning models
Both approaches can work. The key is designing intentionally, not drifting into a structure by accident.
If you’d like a confidential conversation about your firm’s structure or exit readiness, get in touch with Melo.
Like, subscribe and share with anyone wrestling with this decision.
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