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
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.
