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 | Intro00:02:12 | Warren's Career Journey00:08:11 | The Positive Impact of Being a Financial Planner00:11:10 | Money Mindset00:15:20 | FinTech00:18:43 | The Goal When Setting Up a Business00:20:18 | Working Less00:22:09 | Business Structure00:28:03 | Is There a Blueprint for This Level of Success?00:32:36 | Coaching00:37:05 | Coaching Course Candidates00:47:01 | Type of People on the Courses00:48:36 | Systems & Structures00:55:05 | Client AcquisitionBegin your financial planning career journey todayWhether 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.&nbsBe 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 hereCheck out the 2023 Financial planning Salary Guide here. Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development.

Om Podcasten

Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-office staff all have their own story to share, and The Financial Planner Life podcast is a platform for them to talk about their personal and professional journey. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing all the way to diversity and inclusion. We approach each episode with the idea that it is going to educate and spark a conversation within the industry with topics that may not be openly discussed. So, if you are thinking of becoming a financial adviser, or you’re curious about learning more about this brilliant sector, we urge you to give the podcast a listen. The Host: Sam Oakes is the host of The Financial Planner Life Podcast. He currently sits as Director at Recruit UK, who since 2008 has been supporting leading national and global financial planning firms in finding the best talent. Prior to his career in recruitment, Sam has always had a passion for financial services and has been in the industry for over 15 years. He sees himself as a partner to the industry and wants to contribute useful resources such as this podcast to educate those further who are seeking advice and help about how to push their careers forward in this amazing industry.