David Scarlett, CEO and Founder of Soul Millionaire

Helping Financial Planners and Leaders Build Extraordinary Businesses

Leadership Coaching Designed
for Financial Planners who:

  • Aspire to leadership which liberates and multiplies the genius of their colleagues.
    And impacts clients’ lives.
  • Recognise that “What we’re doing here transcends money. It’s about transforming lives!”.
  • Yearn to align business success… with personal fulfilment and balance.

Let’s get started

Book your Discovery Conversation now

Where Are You Struggling Most?

Altogether Overwhelmed?

You’re feeling consumed and stressed.
You’ve Lost the Love for your business.
Regulation and economic forces control your peace of mind.

Fragile Fees?

You’re struggling to justify and communicate the value of your richer, deeper, more caring services.

Risky Behaviour?

Your team aren’t on the same page as you.
Your Holistic Planning intentions aren’t reflected in their behaviour.
So, you sense compliance is becoming a bigger issue.

Technology Pressure?

Those services you’re eager to offer?
You know they’ll mean more investment of time, energy, resources in current (AI-enabled) technology.

Education Demands?

More technical – and business – skills are demanded of you.
By clients. By regulators. By your team.

Squeaky Margins?

Revenue sounds impressive.
But unpredictable markets and developing teams can squeeze profits ‘til they squeak!

Questionable Clients?

You don’t eagerly await every client meeting, do you?
Too often, you’re ‘tolerating’, rather than ‘relishing’ client relationships.
But you’re unsure just how to change that.

Flaky Referrals

Your referrals happen by luck and chance.
And not often enough. There’s no coherent strategy.
So, planning for growth feels like pure guesswork.

Unlock Your Leadership Potential

Are you ready to elevate your leadership and create lasting impact? Coaching with me isn’t just about business growth—it’s about unlocking your full potential, aligning success with fulfillment, and leading with confidence.

In just 60 seconds, discover how I help financial planners and business leaders like you:

  • Multiply the genius of your team
  • Navigate challenges with clarity and purpose
  • Build a business that thrives—without burnout

Let’s take the first step together.

Book your Discovery Conversation now

FAQ

If you’re feeling overwhelmed or stuck – or just plain exhausted…
If you’re wondering what the Next Step is for your business…
Developing your leadership strengths can help you think and act with greater clarity and confidence.

Profitable, purposeful strategies can then emerge.
Strategies to multiply the impact of your team…
and change the lives of your clients.

Our clients demonstrate improvements in team performance and unity, deeper client engagement, greater fulfilment, a renewed sense of passion… and a noticeable reduction in stress.

Many clients report concrete results within the first few Coaching Conversations. Of course…  deep, sustainable transformation will evolve over months, as you adopt new mindsets and implement fresh strategies.

Let’s start with a free Discovery Conversation… where we’ll discuss your challenges, questions and possibilities. And see how I can help.

Book your Discovery Conversation now

Liberate and Multiply Your Team’s Genius!

(Whether you’re the founder… or one of tomorrow’s leaders)

We’ve multiplied our team’s skills… impacted our clients’ lives… And benefitted from extraordinary coaching support!

Andy

In my various professional and team leadership roles… it’s critical that I invest time in the kind of thinking which generates the greatest Clarity… Courage… Creativity.
Time with my Soul Millionaire Coach helps me do just that!

Carla

Learning Coaching Skills.
Being part of ‘The Tribe’.
This is a rich, elevating emotional experience!

Mark

We’re involved in a new wave of thinking. And Soul Millionaire Leadership Coaching helps keep us at the forefront of that wave.

Scott

The heights we’ve reached since engaging with the Soul Millionaire world leaves me breathless!

Matt

We’re eagerly anticipating the impact of Soul Millionaire Coaching on our clients – and our future!

Greg

I’ve used these Coaching Skills to help my senior partners redefine the future of our business!

Andrew

This is helping us build a leadership team around a passionate mission and deeply held values.

Rob

With newfound confidence and clarity… I’m now leading my own firm. I’m living my dream!

David

My Soul Millionaire Coaching Buddy helps me see what’s possible as a Leader. And how I need to change.

Steve

Soul Millionaire Coaching is helping us to become business strategists and leaders… not just good Financial Planners.

Rob

Let’s get started

Book your Discovery Conversation now

While you’re waiting for our Discovery Conversation…

  • Master Client Conversations – Use 7 powerful questions to build trust fast.
  • Charge Higher Fees – Position yourself as a high-value adviser.
  • Attract Ideal Clients – Win better clients and more referrals.
  • Reduce Stress & Thrive – Lead impactful meetings with confidence.

Get ‘That Magical First Meeting’ … Right now!

I’D LIKE ‘THAT MAGICAL FIRST MEETING’