Episode Details

This week’s guest on the Financial Planner Life podcast is Warren Shute *deep breath* Chartered Wealth Manager, Money Coach, Author, Sunday Mirror Columnist and Co-Founder of Lexington Wealth management …That was a mouthful!

Warren takes us on a career journey and shares his proven system for creating a £1,000,000 turnover business!  it’s such a good method that now he’s packaged it up into 36-month coaching program for Financial Planners. 

Is it about time you took your business to the next level? 

Here’s a breakdown of what the coaching course covers: 

·      Setting a business plan so you know what business you want to develop.

·      Establishing your ideal client profile so you know who to attract.

·      The systems and controls to manage your workflow efficiently.

·      Time and diary management so that you can maximise your time in the office.

·      How to build a service proposition so you attract raving fans.

·      How to conduct an empowering Discovery Meeting.

·      How to conduct an exciting and engaging Planning Meeting.

·      How to model the essential financial planning catastrophe scenarios.

·      How to deliver a comprehensive estate planning solution.

·      How to create an ideal investment proposition.

Find out more here  - Be sure to mention Financial Planner Life!

00:00:00 | Intro

00:02:12 | Warren's Career Journey

00:08:11 | The Positive Impact of Being a Financial Planner

00:11:10 | Money Mindset

00:15:20 | FinTech

00:18:43 | The Goal When Setting Up a Business

00:20:18 | Working Less

00:22:09 | Business Structure

00:28:03 | Is There a Blueprint for This Level of Success?

00:32:36 | Coaching

00:37:05 | Coaching Course Candidates

00:47:01 | Type of People on the Courses

00:48:36 | Systems & Structures

00:55:05 | Client Acquisition

Financial Planner Life is sponsored by Redmill Advance

Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.

✅ Trusted by top UK firms

👉 www.redmilladvance.com/fpl

Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning. 

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. 

Want to appear on the Financial Planner Life podcast? Drop Sam a message.