Financial Planning Blueprint for Career Success with Warren Shute

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 | Intro00:02:12 | Warren's Career Journey00:08:11 | The Positive Impact of Being a Financial Planner00:11:10 | Money Mindset00:15:20 | FinTech00:18:43 | The Goal When Setting Up a Business00:20:18 | Working Less00:22:09 | Business Structure00:28:03 | Is There a Blueprint for This Level of Success?00:32:36 | Coaching00:37:05 | Coaching Course Candidates00:47:01 | Type of People on the Courses00:48:36 | Systems & Structures00:55:05 | Client AcquisitionFinancial Planner Life is sponsored by Redmill AdvanceWhether 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/fplBe sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning. Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? Drop Sam a message.