Where Radical Financial Planners build extraordinary businesses which change people’s lives!

  • Their clients’
  • Their team’s
  • Their own

Build Your Client Coaching Skills

(Our 6-month Experiental Programme)

Learn… Practice… Master

Find out more

Leadership Coaching

(1-2-1 bespoke coaching)

Become The Leader Others Love to Follow!

Find out more

Financial Planning Today.
At its very heart lies… Coaching!

‘Life Planning’… ‘Behavioural Science’…
call it what you will!

At Soul Millionaire…
ALL roads to Business & Leadership Success
START with learning this fundamental human skill!

And the first step on the journey is this
6-Month Coaching Programme:

‘Build Your Client Coaching Skills‘

Change clients’ lives

Build a passionate team

Live what matters most

Join Us Now

We’ll open the doors to New Membership in Spring 2025.

You can REGISTER RIGHT HERE… to be FIRST in the queue when we open the doors.

You can read more about ‘Build Your Client Coaching Skills’ here

‘Build Your Client Coaching Skills’

It’s the first, foundational step
on a comprehensive Business Success Journey

‘The Soul Millionaire Journey‘

(Once you’ve completed your 6-month ‘Build Your Client Coaching Skills’ Programme…
we’ll invite you to join us – ‘The Tribe’ – in the full Journey!)

1. IGNITE

BUILD

Your Client Coaching Skills

BUILD

Your Magnetic Culture

2. ENGAGE

BUILD

Your Ideal Client Community

BUILD

Your Referral Strategy

3. INSPIRE

BUILD

Your Brilliant High-Fees Service

BUILD

Your Inspiring Leadership Skills

1. IGNITE

BUILD

BUILD

Your Client Coaching Skills

Your Magnetic Culture

2. ENGAGE

BUILD

BUILD

Your Ideal Client Community

Your Referral Strategy

3. INSPIRE

BUILD

BUILD

Your Brilliant High-Fees Service

Your Inspiring Leadership Skills

PLUS support, encouragement and buddy-coaching:
experience all of that in our Soul Millionaire Tribe.

Join Us Now

We’ll open the doors to New Membership in Spring 2025.

What ‘The Tribe’ is saying about The Soul Millionaire Journey

Tracy Crookes

“Soul Millionaire coaching – and The Soul Millionaire Journey – has shown me HOW to engage in far more meaningful conversations with our clients.

It’s reignited my passion for the impact I can have In their lives.

What’s more, I’m learning how to shed the need for frenetic activity. And giving myself the space to think more clearly. With noticeable results!”

Tracy

Andy Hounsell

“1-2-1 Leadership Coaching… The Soul Millionaire Journey… Leadership MasterClasses…
Constant support from the Soul Millionaire consulting and coaching team…

All of this has multiplied our team’s skills and impact on our clients’ lives.
We’ve experienced more transformation, support and emotional safety here… than with any other group in my business life!”
Andy

David Dodds

“The principles I learned in The Soul Millionaire Journey – combined with Leadership Coaching – these gave me the confidence and clarity I needed!

Now I’m leading my own firm. And living my own dream!”
David

Matt Smith

“The heights we’ve reached since engaging with the Soul Millionaire world leaves me breathless!
1-2-1 Leadership Coaching… Team coaching… The Soul Millionaire Journey.

All have combined to bring me to a place where our impact is wider. And life is more balanced.”
Matt

Greg Reid

“I’m leading a thriving, ambitious – and caring – team.
A team poised to have a deeper impact on our clients’ lives… and on this profession.

Like me, they’re fascinated, after engaging with the early stages of The Soul Millionaire Journey.
Now we’re eager to experience the impact of Soul Millionaire coaching on our clients… and on our future!”
Greg

Scott Millar

“Creating a new business is not without its challenges.
Yet Soul Millionaire Leadership Coaching has helped us to develop unusual business and leadership skills.

And The Soul Millionaire Journey principles help us behave in transformative ways with clients.

I believe we’re involved in a new wave of thinking.
Thinking designed to attract bright, caring people… and bring out the very best in them.”
Scott

Mark Smith

“Being part of this Soul Millionaire Journey – and The Tribe – is a rich emotional experience.

1-2-1 Coaching with David had already changed my perspective on business.
Now, learning Client Coaching skills (with others who think deeply and care passionately) lifts my spirits – and my sights – on a regular basis.”
Mark

Rob Schwarz

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

Meanwhile, The Soul Millionaire Journey is helping us develop life-changing coaching skills. Creating a safe, courageous, transformative space for our clients.”
Rob

Andrew Johnston

“Being on this Soul Millionaire Journey – and sharing ideas with other Tribe Members – is a valuable part of my business life.

Using the coaching skills I learned, I’ve led my senior partners in redefining the future of our business.
Something unlikely to have happened if I weren’t part of this Tribe, this Programme.”
Andrew

Rob Bell

“It’s one thing building a financial planning team. It’s quite another building a team of strong wills, united around a passionate mission and deeply felt values.

Leadership Coaching and The Soul Millionaire Journey are helping us to do that. Skilfully.”
Rob

Tim Gurr

“It was my VIP Guest place at a Soul Millionaire MasterClass which fuelled my belief and determination. That and the support of The Tribe.

Soon after that pivotal day, I committed to launching out on my own.
Hope, dreams and possibility… become reality here!”
Tim

Steve Speed

“I’ve not experienced a Coaching Programme or professional community like this before.
Here I have a Coaching Buddy, who helps me see more clearly what’s possible in my business. And how I need to change.
We share ideas and strategies. We laugh at ourselves and our efforts at transformation.

The Soul Millionaire Journey, and Tribe Membership, has opened a whole new world for me!”
Steve

Philip Piggins

“Engaging in The Soul Millionaire Journey… attending MasterClasses… buddy-coaching with Tribe Members…

All of this helped me to break through my own excuses.
I’m now committed to a 4-day working week!
With my wife joining me in the business – to make sure I stick to my promise!

This community inspires action!”
Philip

Neil Bird

“This thought-shifting Soul Millionaire Journey.
These brilliantly designed monthly Tribe meetings (‘Breakouts’)!
Together, they’ve become an important part of my ‘business rhythm’.

Everybody is open, supportive and encouraging. There’s no strutting, bravado, boasting, comparing or judging.

What a different profession this would be if every Adviser was able to experience this regularly!”
Neil

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