BUILD Your Client Coaching Skills

This self-study POWER Step includes a comprehensive course journal to guide you through the process plus nine engaging introductory videos (and audios) to support you every step of the way.

Course Overview

The Soul Millionaire Journey: Power Step is a transformative coaching programme designed to equip financial advisers with the coaching skills, mindset and behaviour needed to engage more deeply with clients.

Through the integration of guided lessons, reflective exercises, and practical applications, this course helps you to become an exceptional listener and the powerful facilitator of more meaningful conversations.

It is the first step in a broader journey toward becoming a leader who empowers clients to uncover their heartfelt aspirations and fulfil what matters most in their life.

The POWER Step includes 9 introductory videos that align with key lessons in the accompanying journal. Together, they’ll guide you through practical exercises, reflection prompts, progress maps and actionable frameworks.

Lessons

1. Preparing yourself for transformational conversations
2. Setting the conversation alight
3. When your client does the persuading
4. This is what’s stopping your client fulfilling their dreams!
5. This is where you reach deep client engagement.

Learning Outcomes

By completing this course, you will:

1. Develop transformative listening skills – Learn to create a safe environment where clients feel heard, valued, and inspired to think more clearly and courageously.
2. Master the 7-Question Coaching Framework – Use powerful questions such as the Ignite, AWM, Priority, Litmus, Blockage, Connection, and Spotlight questions to drive meaningful conversations and client-led solutions.
3. Enhance client relationships – Build trust rapidly, uncover deeper truths, and connect clients’ financial priorities with their life goals.
4. Identify and overcome personal barriers – Reflect on interruption habits and develop new behaviours that support high-quality thinking.
5. Foster commitment and accountability – Implement strategies to encourage clients to take decisive actions aligned with their priorities.
6. Integrate financial planning and coaching – Blend your professional expertise with a coaching mindset to create lasting impact for clients and colleagues.

This course serves as the foundation for the broader Soul Millionaire Journey Programme. It offers immediate skills to practice while laying the groundwork for long-term growth in influence, success, and fulfilment.