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Ep 54: Anatomy of a Million Pound Lifestyle Adviser Practice
Podcast: Adviser 3.0: The Podcast
Episode: Ep 54: Anatomy of a Million Pound Lifestyle Adviser Practice
Pub date: 2023-04-26
Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization
Episode: Ep 54: Anatomy of a Million Pound Lifestyle Adviser Practice
Pub date: 2023-04-26
Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization
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
The podcast and artwork embedded on this page are from Abraham Okusanya, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
View all episodes
By Andy Hart / Listen NotesPodcast: Adviser 3.0: The Podcast
Episode: Ep 54: Anatomy of a Million Pound Lifestyle Adviser Practice
Pub date: 2023-04-26
Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization
Episode: Ep 54: Anatomy of a Million Pound Lifestyle Adviser Practice
Pub date: 2023-04-26
Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization
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
The podcast and artwork embedded on this page are from Abraham Okusanya, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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