The Soul Millionaire Journey

The 24-Month Programme designed to multiply the transformational impact of your work:
On your clients
On your colleagues
On your revenue results
On your life.

(Sounds nice, doesn’t it?
But currently:

• You’re consumed, stressed, spread thin
• You’re ‘up to here’ with CPD, conference and educational commitments
• Revenue is fine. So why change things now?)

Well, what you'll learn in...

The Soul Millionaire Journey

has already helped to change the fortunes and future of Advisers, Planners and Leaders across the UK.

"Meeting regularly with Tribe Members, and David’s coaching and consulting colleagues, has resulted in the most courageous, life-changing ideas we’ve ever acted upon! For our clients. For our team.

I’ve experienced more support, encouragement and emotional safety here than with any other group in my business life!"

Andy, Managing Director

Tracy, Chartered Financial Planner

With The Soul Millionaire Journey
We’ve made “Extraordinary” more attainable for you, by starting with the first 3 Steps:

1. BUILD coaching skills which liberate clients’ thinking
2. BUILD a culture which ignites your team’s passion and finest talents
3. BUILD a community full of your absolutely-ideal clients

“The heights I’ve reached since engaging with the Soul Millionaire world leaves me breathless, just thinking about it! The intimate support – the life wisdom - I’ve received here, throughout this roller-coaster journey called ‘entrepreneurship’, has been an extraordinary experience.”

Matt, Managing Director

“We’re not just learning about how to lead a business. We’re learning Soul Millionaire coaching skills.

That is, creating a safe space where clients reveal what they’d reveal to nobody else in their lives!

That’s both a power and a privilege."

Rob, Director

This Soul Millionaire Journey
is perfect for you if you:

• are seriously well-qualified, but struggle with the demands of leading a 21st century business
• have lost the love (and fun) you once felt for your business
• relish being with clients. But find leading a team far more frustrating
• have wonderful, noble intentions. But your colleagues are not quite on the same page.

If that sounds like you…
Well…
You're in the right place!

“Sharing ideas with members of The Tribe is a valuable part of this Membership Programme. After learning how to coach each other in a Tribe MasterClass, I felt empowered to lead my senior partners in redefining the future of our business.

None of this might have happened without me being part of this ‘Tribe’ and this Programme!”

Andrew, Senior Partner

"Creating a new business is not without its challenges. Yet Soul Millionaire coaching has helped us to develop skills which have a profound impact on clients’ lives.

It has also helped us start to build something that represents a new wave of thinking. A business designed to attract bright, caring people… and bring out the very best in them.”

Scott, Director

Our mission is bold and clear:
“To equip you with the power to change people's lives”

There’s no short-cut to those skills. No quick fix.
But there IS a path. There IS a journey! 

And The Soul Millionaire Journey has been successful in helping others – like you - to deliver these outcomes:

1. BUILD coaching skills which liberate clients’ thinking.
2. BUILD a culture which ignites your team’s passion and finest talents.
3. BUILD a community full of your absolutely-ideal clients.
4. BUILD an astonishing, coherent Referral Strategy.
5. BUILD a ‘knock-their-socks-off’ service, which attracts much higher fees.
6. BUILD skills which make you the kind of leader others love to follow.

“Being part of this Soul Millionaire world – The Tribe - has been a rich emotional experience.

Coaching with David had already changed my perspective on business.

Now, being with others who think deeply and care passionately lifts my spirits – and my sights - on a regular basis.”

Mark, Managing Director

"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.

A team excitedly ‘on the same page’. The Soul Millionaire Journey is helping us to do that, skilfully."

Rob, Director

Imagine, for a moment, a future where:

1. You’re paid more handsomely, and you feel more fulfilled
2. You’ve created a life-enhancing business that others look to with awe and respect
3. Your business frees you to live the life you yearn for
4. Your business transforms each of the lives it touches
5. You’re building a team which is excited about the meaning and joy they feel in the work that they do with you.

“I’ve not experienced a professional community – a Tribe - like this before. Here I have a Coaching Buddy, who helps me see more clearly how I need to change.

We share ideas and possibilities. We laugh at ourselves and our efforts at transformation.

Tribe Membership has opened a whole new world for me!"

Steve, Managing Director

“I’m leading a thriving, ambitious team. And I now wish for them to experience what The Tribe and The Soul Millionaire culture delivers for me.

At the end of every Tribe, or coaching, conversation I find myself thinking, “That’s the best, most refreshing, business hour I’ve spent for ages!”

Greg, Managing Director

And you won’t be doing this alone!

You’ll become part of a community – a Tribe – there to encourage, support, share and collaborate in your journey.

A tribe determined to change the culture and traditions of a whole industry!

What’s more…
You can expect to benefit from all of the following when you join us:

• First 7 Members: 1-2-1 Kickstart Conversation with a coach
• Constantly: support, coaching, connection and collaboration
• 6-Weekly: releases of multi-media material for The Journey
• Monthly: ‘Tribe Breakouts’ (group coaching, networking, Q&A)
• Monthly: ‘Tribe Member News’. Highlights of Members’ progress
• Privileged Access: 1-2-1 Executive Coaching for YOU
• Privileged Access: Coaching Skills Programmes
• Privileged Access: MasterClasses & Other Events
• Ongoing: Inspiring – and growing - Library of Webinars, White Papers, Podcasts, Videos…

"I believe you have the power to change people's lives.

Let me show you HOW!"