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  • Secrets of finding new clients - CISI Conference

    Innovative and fun client events can be one of best ways of finding new business and keeping existing clients happy, according to veteran Financial Planner Warren Shute CFP sharing ideas from his 30 years in the profession. 

  • Editor’s Comment: Time to focus on 'fun' and not 'funds'?

    I attended the CISI Financial Planning Conference in Windsor this week and I can report that, despite all the challenges, the mood, or the vibe as many call it these days, was a good one.

  • Warren Shute wins CFP of the Year Award

    CFP of the Year
  • Chartered Financial Planner and author Shute reveals client tips

    Warren Shute
  • Two planners unveil a digital future for Financial Planning

    L-R: Warren Shute and Keith Butten addressing CISI session
  • Warren Shute: How Planners can communicate better

    Warren Shute
  • Positivity in Financial Planning profession, survey reveals

    Financial Planning Today's latest issue is out now
  • Lexington Wealth gains Accredited CISI status

    Warren Shute, managing director at Lexington Wealth Management and Chartered Wealth Manager
  • Leading Planner to offer planner coaching programme

    Warren Shute

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