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 proved so successful in fact, that Warren has now 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 – https://www.lexingtonwealth.co.uk/plannerstraining
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Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.
Financial Planner Life Academies – Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here
Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.
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