Build Your Client Coaching Skills

  

The 6-Month Programme For Financial Planners & Leaders

  • Understand why clients will stop questioning your FEES!
  • Create the kind of client relationships which lead to far more quality REFERRALS!
  • Discover how to accelerate TRUST in client meetings!
  • Multiply your ability to generate the kind of VALUE clients really love!

And do all of this in a safe… supportive… encouraging environment.

Get ready for different!

Because ‘Build Your Client Coaching Skills’ is probably like no training programme you’ve ever attended!

And you can enjoy its impact – in your business and your life – for just…

£200 (+ VAT) per month

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.

Your Tribe

  • You need no longer feel isolated!
  • You’ll be learning as part of a community – ‘The Soul Millionaire Tribe’: helping, supporting, understanding, encouraging… YOU!

Your Platform

  • You’ll be provided with your private ‘Soul Millionaire Learning Platform’
  • There, you’ll start each Lesson with a succinct video
  • If you prefer to read… you can access the video transcript
  • If you prefer to listen… just access the audio version

Your Resources

  • You’ll then dip into your ‘Lesson Journal’
  • Here you’ll find Blueprints… Templates…Checklists… Examples… Case Studies… Scripts… Additional Resources…
  • Everything designed to help you understand, test and implement… more quickly, more easily!

Your Support

  • Every month you’ll meet with your Tribe Colleagues online
  • Here we’ll dig further into each Lesson – together!
  • Here you’ll learn how to coach and support each other through the key elements of each Lesson
  • Yes! You’ll learn Coaching Skills… Skills which you can then apply to your client (and team) relationships!

And there’s more!

You see…
‘Build Your Client Coaching Skills’ is merely the first module of a wider-reaching Business Programme…

That 24-month Business Programme is called…

The Soul Millionaire Journey

And – as a member of ‘Build Your Client Coaching Skills’…

After 6 months…

you can segue straight into ‘The Soul Millionaire Journey’… with the minimum of fuss. Easy peasy!

And we’ll show you how to do that when we start working together.

It’ll be YOUR CHOICE!

(You can see how the modules fit together… here!)

Imagine, for a moment, a future where:

  • Your business transforms each of the lives it touches
  • You’re paid more handsomely, and you feel more fulfilled
  • You’ve created a life-enhancing business that others look to with awe and respect

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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And remember, you won’t be doing this alone!

You can expect to benefit from all of the following when you join us in this cohort:

  • First 7 Members: 1-2-1 Kickstart Conversation with a coach
  • Constantly: support, coaching, connection and collaboration with other Tribe Members
  • Next-level blueprints, templates, checklists, scripts, videos, journals…
  • Monthly: ‘Tribe Breakouts’ (group coaching, networking, Q&A)
  • Privileged Access: 1-2-1 Leadership Coaching for YOU
  • Privileged Access: Advanced Coaching Skills Programmes
  • Privileged Access: MasterClasses and Other Events
  • Ongoing: Inspiring – and growing – Library of Webinars, White Papers, Podcasts, Videos…

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.

When you add it all up…
When you consider enjoying those RESULTS in your business…
that’s incredible real-world value!

Yet, you can join us on Build Your Client Coaching Skills…
and have all of this working in YOUR life… for just…

£200 (+VAT) per month

Join Us Now

All of this awaits you.

Because I believe that we can accomplish something extraordinary.

Together.
Today!

“I believe you have the power to change people’s lives.

Let me show you HOW!”

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.

Join Us Now