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 | 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

Begin your financial planning career journey today

Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. 

With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs

Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!

If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here

Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.