telephone: 01793 771093 email: [email protected]
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The program is currently priced at £650pm for the first 10 delegates, after which the price will increase to £750pm. The program will pay for itself!
The next program will start in January 2025. Please ensure you enrol before then if you would like to take part.
I share with my clients what they can expect from me, and what I expect of them. I will cover this with you on day one of the programme.
Therefore, it makes sense for you know what you can expect of me, and what I expect of you with our coaching programme.
What you can expect of me
You can expect that I will deliver on what I have promised. You can expect that I will share with you my knowledge, and resources openly and that I will have your best interest of success at the forefront of my decisions and thinking at all times.
What I can expect of you
When you decide to commit, I expect you to be fully engaged in the training, completing the exercises and if you’re unsure, to ask. Our relationship working together will be key to this success.
I expect you to commit for the full 36 months so that you get the most from the program.
“Warren is a highly skilled and knowledgeable financial planner who has a remarkable ability to impart his expertise in a clear and understandable way. His mentoring service is not only interesting and informative but thoroughly enjoyable and inspiring. His passion for helping people achieve their financial goals is evident in every session, and his positive and optimistic outlook is contagious.
In summary, I highly recommend Warren’s mentoring service to anyone who is looking to improve their financial services practice and achieve their goals. He is a true professional, a gifted teacher, and an inspiring mentor who will help you take control of your business.”
Viral Patel, Custodia Financial Services
“Warren’s financial planning coaching program has been a game-changer for me. His expert guidance and practical advice have helped me take control of my practice and to clarify my goals. I highly recommend this program to anyone looking to improve their financial planning practice.””
Aaron O’Gorman, Meaningful Financial Planning
“Firstly, I would just like to thank you again for last week. It was a very productive day and my brain has been alive with ideas since. I haven’t spent that sort of time out of the business to think about the business and my future for quite some time. I feel re-energised and excited to see how I can improve my business over the duration of the course.”
Greg Cooke, Polaris Wealth Management
“Day 1 of the Lexington Coaching Programme was absorbing and full of ideas that I am looking forward to implementing in my business. Warren was so positive, approachable, open to all questions and enthusiastically offered his support so that we could make immediate progress. The programme is very well structured and Warren has a clear vision of what he wants to offer over the next 3 years. I have been on other programmes before but I get the feeling that Warren is personally interested that I will achieve everything from the programme that is important to me. Therefore, I am excited about the content and each future day’s coaching which I would not hesitate in recommending to others.”
Martin O’Reilly, Financial Aspirations Lifestyle Planning
“Warren recently joined a panellist session at our Adviser 3.0 conference and had the best feedback of all our panel sessions held. The rapport between him, and Paul Cleworth was electric and the audience left wanting more. Warren was engaging, relevant and provided true insights and immeasurable value for his audience. We’d love to extend the session and audience with Warren if he’ll do us the honour of coming back again.”
Kate Phillips, Adviser 3.0 / Timeline
“Warren delivered an incredibly useful and challenging session to our delegates for which are are very grateful.”
Lee Robertson, Progressive Planning
