Lexington Wealth Management Limited’s Post

We are delighted to announce that our co-founder, Warren Shute CFP®, will be presenting a session for the Personal Finance Society's POWER Webinar this Wednesday 20th November 2024 at 10am. In this session, "Finessing Client Engagement," Warren will share insights into the client engagement process that has enabled him to generate over £1 million in fee income while maintaining a balanced work-life schedule. This webinar is an excellent opportunity for financial planners to learn about effective client onboarding, planning processes, and delivering ongoing value. Don't miss the chance to improve your client relationships and business efficiency. There is still time to register - https://lnkd.in/eC4qRtu5 #FinancialPlanner #FinancialPlanning #PersonalFinanceSociety #ThePFS #FinanceCareers

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As one of Warrens clients he is exceptionally value for money. Understanding the person and learning about their life and future needs leads to advice that goes way beyond a mythical % per year.

Paul Cleworth

Helping my clients achieve financial freedom

3w

Suave

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