Shownotes Transcript
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 →](https://www.listen411.com/?audio_url=https://audio.listennotes.com/e/p/86300a55c88349858f16812a2adbefa8/¬es=Ep 54: Anatomy of a Million Pound Lifestyle Adviser Practice))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
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