Your 6-Step Journey

Step 1 – Power – BUILD Your Client Coaching Skills

  • Learn transformative listening techniques to create powerful client conversations.
  • Use the 7-question coaching framework to uncover deep client aspirations.
  • Foster commitment and accountability in client relationships.

Step 2 – Purpose – BUILD Your Magnetic Culture

  • Clarify your company’s North Star, Purpose, and Heartfelt Values to create a magnetic culture.
  • Develop a 10-year mission and 12-month action plan to keep your business on track.
  • Align every decision with a culture that inspires both your clients and your team.

Step 3 – People – BUILD Your Ideal Client Community

  • Identify your ideal clients using the 4-Quadrant People Blueprint.
  • Master client psychology by addressing both tangible and emotional needs.
  • Shift from transactional services to transformational client relationships.

Step 4 – Preparation – BUILD Your Referral Strategy

  • Engage Marketing Evangelists—turning clients into active referrers.
  • Build strategic relationships with professional alliances for a steady stream of ideal clients.
  • Implement a structured, trust-based referral process that grows your business organically.

Step 5 – Pioneering – BUILD Your Brilliant High Fees Service

  • Differentiate yourself as a market leader with a pioneering service offering.
  • Explore Ad Valorem, Fixed Fee, Subscription, and Time-Based pricing models.
  • Confidently raise your fees and transition to a value-based, client-centric business model.

Step 6 – Prosperity – BUILD Your Inspiring Leadership Skills

  • Cultivate the 4 core leadership qualities: Purpose-Centered, Other-Focused, Self-Aware, and Courageously Open-Minded.
  • Eliminate the 7 habits of ineffective leaders and develop a culture of trust, empowerment and joy.
  • Shift from success to significance—building a legacy that transforms your profession and community.

Who This Is For?

This journey is designed for financial professionals, business owners, and leaders who:

  • Want to attract the right clients and create deep, meaningful relationships.
  • Are tired of competing on price and want to confidently charge higher fees based on transformative coaching-led services.
  • Want to move from working in the business to leading it towards new levels of confidence and influence.
  • Are ready to step into true leadership—liberating and empowering their team, clients, and community.
  • Want to regain the enjoyment and passion for the work they do.
  • ‘Get Their Life Back’… enjoying more ease, serenity and balance.

What You Get

  • All 6 Steps of the Soul Millionaire Journey, in a structured, easy-to-follow format.
  • Guided videos, audios, journals, progress maps and interactive exercises for each lesson.
  • Practical frameworks you can apply immediately to your business.

Transform your business, elevate your leadership, and create lasting impact.

£1,997

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