Transform Your Business. Elevate Your Leadership. Create Lasting Impact.

Welcome to The Soul Millionaire Journey—a 6-part transformational experience designed to help financial professionals, business owners, and leaders create a business that is not only profitable but deeply fulfilling.

This is more than just a course—it’s a step-by-step roadmap to building a purpose-driven business, attracting ideal clients, commanding premium fees, and becoming a leader who inspires lasting change.

Whether you’re just starting out or looking to refine and elevate your approach, this journey provides everything you need to move from success to significance. From Striving to Soaring!

Step 1 – POWER

BUILD Your Client Coaching Skills

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

Step 2 – PURPOSE

BUILD Your Magnetic Culture

Lessons

  1. Lighting the Flame Called ‘Culture’
  2. The North Stars of Your Business
  3. Culture Creates the World You’d Love to Live In
  4. When Culture Shapes Every Decision

Step 3 – PEOPLE

BUILD Your Ideal Client Community

Lessons

  1. Lessons from a Kings Cross Attic
  2. Working with Clients You Love. Introducing The Science
  3. Your Clients are So Passionate!
  4. There Are Problems. And There Are REAL Problems!
  5. Tell Me What You Really, Really Want!

Step 4 – PREPARATION

BUILD Your Referral Strategy

Lessons

  1. Prepare to Engage Your Marketing Evangelists
  2. Harnessing the Influence of Existing Clients
  3. Winning Clients Through Gatekeepers

Step 5 – PIONEERING

BUILD Your Brilliant High Fees Service

Lessons

  1. What You Need to Become a Brilliant Pioneer
  2. Designing a Brilliant Pioneering Product
  3. Why Clients Will Pay Surprisingly High Fees

Step 6 – PROSPERITY

BUILD Your Inspiring Leadership Skills

Lessons

  1. Soul-Inspiring Leadership, Where It Starts
  2. The 7 Habits of Highly Ineffective Leaders
  3. The Unfolding of Soul-Inspiring Leadership
  4. The Fruits of Soul-Inspiring Leadership

All Steps in The Soul Millionaire Journey

Steps

Step 1 – Power – BUILD Your Client Coaching Skills

Step 2 – Purpose – BUILD Your Magnetic Culture

Step 3 – People – BUILD Your Ideal Client Community

Step 4 – Preparation – BUILD Your Referral Strategy

Step 5 – Pioneering – BUILD Your Brilliant High Fees Service

Step 6 – Prosperity – BUILD Your Inspiring Leadership Skills