Podcast: Adviser 3.0: The Podcast
Episode: Ep 54: Anatomy of a Million Pound Lifestyle Adviser Practice
Pub date: 2023-04-26

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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.

Ep 54: Anatomy of a Million Pound Lifestyle Adviser Practice 37:42 Share

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Ep 54: Anatomy of a Million Pound Lifestyle Adviser Practice