David Scarlett, CEO and Founder of Soul Millionaire

Helping Founders
and (Aspiring) Leaders
Build Extraordinary Businesses

Leadership Coaching Designed
for Financial Planners who:

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

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 a Financial Planner, Team Leader, or Business Founder who wants to serve better, grow faster, and stress less — coaching is for you.

Especially if you’ve hit a ceiling or feel your team isn’t firing on all cylinders.

Coaching isn’t about fixing weakness — it’s about discovering hidden strength.

You’ll know it’s right when you’re ready to think differently, lead more deeply, and unlock the full potential of yourself and others.

If you sense there’s more in you… this is your next step.

You’ll grow in confidence, clarity, and calm.

You’ll learn to lead in a way that liberates others — not just directs them.

Most clients tell us they win higher value clients, build stronger teams, and experience more joy and freedom in their work.

But results don’t stop at performance — they show up in relationships, energy, and spiritual purpose.

This isn’t surface-level success… it’s deep transformation.

Some changes happen within the first conversation — like a weight lifted, or a new path revealed.

For others, results become visible within the first 30–90 days of coaching — new habits, stronger conversations, better decisions.

Over time, the deeper breakthroughs take root: trust grows… culture shifts… teams align.

Many clients choose to stay for years — because the results keep compounding.

But it always starts with one decision… and one conversation.

Absolutely!

One of the Soul Millionaire components that drives our clients’ successful growth is our community – ‘The Soul Millionaire Tribe’.

In The Tribe you’ll find caring people who know how to truly listen… and support.
Skilled professionals who are full of ideas, energy and innovation.
Folk who offer you real trust. Real friendship. The kind that’s rare in business.

In The Tribe you’ll gain a deep sense of belonging.
Isolation will be a thing of the past, as you surround yourself with people who ‘get it’.

We start with a safe, no-pressure Discovery Conversation.

You’ll share what’s on your mind — and we’ll listen deeply.

Together, we’ll clarify what you want to change… and explore what’s in the way.

You’ll leave that call with insight, clarity, and a personalised next step — whether that’s 1-2-1 coaching, a group programme, or something else.

Simple. Human. Transformational.

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.  
All of the dreams I had are now becoming real possibilities.

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’