Financial Planning Coaching

A financial planning coaching programme specifically for planners, by planners

“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

“I can confidently say that Warren’s guidance is nothing short of exceptional.”

Viral Patel, Custodia Financial Services

What is the programme

The programme will run face-to-face at Lexington offices, on a quarterly basis, and will last for 36 months.

The sessions will include:

  • 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

The above is just a few of the things the programme will cover and I will ensure you have what I can deliver to help you build your ideal financial planning practice.

In addition, at each session and between times, you will have the opportunity to share challenges and get clarification on areas you’re just not sure of.

Why am I doing the programme?

While there are a few structured training programmes for qualified financial planners, none are run by practicing financial planners – someone who can share their personal insights into how to deliver a true financial planning experience.

My Lexington Coaching programme aims to support new financial planners and those wanting to improve their financial planning experience to develop a wonderful, efficient, and enjoyable business.

Financial planning is probably the best-kept secret there is, so few people really understand it, yet it’s so simple.  When you engage with your clients on a deeper and more comprehensive level, it’s more fun, enjoyable, and rewarding for everyone involved, including the client, planner and the support team.

I have built my business to a level which I am truly happy with, but it wasn’t always this way.  When I started, books and conferences only went so far to help me understand how to run a successful planning business.  I have been coached by some of the best in the profession and the skills and expertise I have gained from working with these people, has helped me develop a million-pound turnover practice with me as the only fee-earning planner.

As I enter my final chapter in my working career, I would like to share the learnings I have gained, so you too can have the business you desire and for us both to make financial planning more of a household name, that’s my ultimate goal!

Endorsed CPD activities are those that have been reviewed and judged to be of high quality and relevance to CISI members. All Endorsed CPD Activities have clear learning outcomes, appropriate materials and suitably qualified presenters and tutors.

HOW MUCH IS THE PROGRAMME

WHEN WILL THE PROGRAMME START

WHAT ARE THE EXPECTATIONS

If you have any questions, please drop me an email to warren@lexington.email, or if you would like to discuss any aspects of the programme, please schedule a Zoom with myself, by clicking below.

YOUR COACH

My name is Warren Shute MSc, FCSI, I am a Chartered Wealth Manager and Certified International Coach.

I am passionate about financial planning and the impact it has had on me and my clients.  I started in financial services in 1995 and very early in my career I was introduced to Paul Etheridge, for those who do not know the name, Paul pioneered financial planning in the UK – the ‘grandfather of financial planning’, Paul founded the Institute of Financial Planning and Prestwood Software – the first real cashflow financial planning software program.

I trained with Paul for around ten years, attending his Professional Planners Course and his Advanced Planners Group, I have also trained with many of the other leading financial planning ‘experts’ both here in the UK and in the US.

I am a Certified International Coach and NLP Trainer, and I have taught financial planning and money management in schools, colleges and workplaces across the UK from age 8 to 80!

I won the Chartered Institute for Securities and Investment Financial Planner of the Year award, then I judged the award for several years that followed, and last year I entered again and placed second.  I have won the David Norton Building Excellence award and Lexington Wealth is regularly featured in the NMA Top 100.

Lexington Wealth is also an Accredited Financial Planning Firm and supports the Forces Money Plan.

I am the author of The Money Plan – Clear Your Debts, Secure Your Tomorrow and Live for Today, an Amazon number one best-selling personal finance book, I have a Podcast called Financial Education for the Nation, I am a weekly columnist for the Sunday Mirror and I have appeared on national TV and radio discussing money matters.

“I can confidently say that Warren’s guidance is nothing short of exceptional.”

“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

“His expert guidance has helped me take control of my practice”

“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

“I feel re-energised for my business”

“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

“I am excited about the content and each future day’s coaching”

“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

“Engaging, relevant and insightful”

“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

“It’s always brilliant to have speakers of the experience and quality of Warren involved.”

“Warren delivered an incredibly useful and challenging session to our delegates for which are are very grateful.”

Lee Robertson, Progressive Planning

Ready to take that next step?

If you’re ready to enrol, Please click below to complete the application form, or schedule a zoom with myself. If you have any questions please email me at warren@lexington.email.