Ep 54: Anatomy of a Million Pound Lifestyle Adviser Practice
You can also listen to the episode on Spotify and Apple Podcasts.
In this episode:
Abraham chats to the vibrant multi award-winning Warren Shute, covering:
Where he started out, studying accountancy & early career
The beginning of Lexington Wealth Management
How to deliver a congruent service to clients
The importance of proactive communication
Why Warren is not looking to sell his business
The launch of Warren’s new financial planning coaching programme
ChatGPT, AI & what it can do
What the future holds for Lexington Wealth
Who is Warren Shute?
Warren Shute is a multi-award-winning Certified Financial Planner, money coach, author of #TheMoneyPlan and Sunday Mirror columnist.
Where to find Warren:
LinkedIn: Warren Shute CFP
Twitter: @warrenshute
