Ep 54: Anatomy of a Million Pound Lifestyle Adviser Practice

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