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Ep 54: Anatomy of a Million Pound Lifestyle Adviser Practice
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
View all episodes
By Abraham OkusanyaAbraham 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
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