Warren Shute
 

Financial Planner Coaching

Systematise Your Firm

  • Create an operations manual
    to streamline your firm​
  • Deliver client meetings
    with a repeatable structure that works​
  • Design your ideal schedule
    work 4 days a week, 6 weeks on, 2 weeks off

Achieve Growth

  • Adopt a growth mindset
    unlock your full potential as a planner​
  • Deepen client relationships
    through better communication​
  • Develop advanced planningstrategies
    to deliver greater value

Create Raving Fans

  • Contribute to the evolution of the profession
    become a leader in your field
  • Design a service clients truly value
    one they talk about and return to​
  • ​Create Raving Fans
    a community where clients want to refer your firm

Systematise Your Firm

  • Create an operations manual to streamline your firm​
  • Deliver client meetings with a repeatable structure that works​
  • Design your ideal schedule work 4 days a week, 6 weeks on, 2 weeks off

Achieve Growth

  • Adopt a growth mindset unlock your full potential as a planner​
  • Deepen client relationships through better communication​
  • Develop advanced planningstrategies to deliver greater value

Create Raving Fans

  • Contribute to the evolution of the profession become a leader in your field
  • Design a service clients truly value one they talk about and return to​
  • ​Create Raving Fans a communitywhere clients want to refer your firm

Advanced Planners Group £750pm

The programme will run face-to-face at Lexington’s 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.
SIGN UP FOR THE PROGRAM
ARRANGE A CALL WITH WARREN

What are the Expectations?

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, however there is no contractual obligation to do so.

When will the Programme Start?

The next program start date is January 2026. Please ensure you enrol before then if you would like to take part.

Why am I doing the programme?

Real-world guidance from a practicing financial planner

Most training programmes for financial planners are run by individuals who either no longer practice, or have never practiced at all. That’s a problem. Because true financial planning isn’t just theory, it’s a craft honed through real client relationships, real challenges, and real results, and our profession is constantly changing.

That’s why I created the Lexington Coaching Programme. It’s designed to support new financial planners and those looking to enhance their client experience, helping you build a business that’s efficient, profitable, and genuinely fulfilling.

As I enter the final chapter of my working career, I’m committed to sharing the lessons I’ve learned over three decades of practice, so you can create the business you truly desire. Together, we can raise the profile of financial planning and make it a household name.

That’s my ultimate goal.

“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

“Over the past three years working with Warren, I’ve tripled my revenue – a success I largely attribute to his APG program.”

“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 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

“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

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 TEAMS call with myself, by clicking below.

BOOK A CALL WITH WARREN

Warren Shute

Trusted Financial Planner, Coach & Author

CONTACT
 

Copyright 2026 Warren Shute. All rights reserved.