Soul Millionaire Online Membership Programme
You're About to See the Impact of...
The Soul Millionaire Journey
On other Advisers, Planners and Leaders.
When you engage with our Soul Millionaire community and this Journey...
You'll need to recognise:
- This is not about more 'Information'
- This is far more than 'Inspiration'
- This whole Journey is about 'Transformation'!
Our Mission is Bold and Clear:
'To Equip Members of This Profession with The Power to Change People's Lives!'
- Their clients
- Their team
- Their community
Walking the path of the Financial Planner was never going to be an easy one.
Even though the role can be richly fulfilling – even life-changing!
So, it’s not surprising that lifting this role to a higher level – Changing People’s Lives - demands more skills and capacities than we’re taught in typical industry seminars, conferences and workshops.
At present…rare skills!
And we – The Soul Millionaire Tribe - intend to change that.
The fact is… there is no shortcut to those skills – no quick fix…
But there IS a path. There IS a journey!
And many have travelled there before you.
Listen to what they say…
We’ve Discovered What Clients Really, Really Want… and Will Pay Highly For.
(And we’re reinventing ourselves to deliver just that!)
“I can’t believe how much more engaged and passionate our team is today! They’re not just doing an excellent job. They’re helping to design a new future!
What’s more, accessing the Soul Millionaire research team helped us to see that there’s a great deal more we can do to enhance the lives of our clients. And to create a flow of better-quality referrals.
This Soul Millionaire Journey is transformational!”
Andy Hounsell, Managing Director
We’ve Learned How to Accomplish More of What Truly Matters.
(But in far less time!)
“Travelling the Soul Millionaire Journey helped me to realise that I can create a similar life-changing journey for my clients. We call it ‘The Himalaya Journey’.
I’ve changed. More fulfilled, at ease, richer in every way.
And I’m helping clients to make meaningful change: to be more at peace in difficult times.
I think more clearly. I make more courageous decisions.
I work less frenetically. Business is more relaxed, fulfilling, enriching.
This is how financial planning should be!”
Austyn Smith, Managing Director
We’ve Discovered How to Do Far More Than Multiply Revenue.
(We’ve multiplied the creativity, courage and leadership strength of our team!)
"The Soul Millionaire approach to business helped me to see that my job was not to create a brilliant support team. It was to create the future leaders of our organisation!
The coaching and leadership skills I’ve learned have transformed everything we do – for clients… for our team… for our future. Not just more revenue. More success in every sense. And with far less stress. Far more ease and grace!”
Becca Timmins, Operations Director
We’ve Carefully Developed a Culture Where Everyone Wins.
(Bigger dreams. Higher perspectives. More fulfilment. More joy!)
“During this time of massive change and re-engineering, being part of the Soul Millionaire Client Advisory Board has helped me to be more courageous in my thinking.
Thinking The Soul Millionaire way has brought more joy to our family, more clarity to our team, more purpose to our client relationships.
What drives us is far deeper than merely creating more wealth.
At the end of every week, we want everybody – clients and team – to feel that they’ve been part of something exciting.
And that – in our language - ‘Everybody Has Gone Home With a Balloon!’”
Mark Smith, Managing Director
We’ve Attracted Extraordinary Talent
(And are convinced we’re accomplishing what, to others, seems impossible!)
"A few years ago – young, and only recently married - we made the decision to use the last of our savings to be individually coached along The Soul Millionaire Journey.
It was just me then. Creating £70k per annum revenue.
Now we’re a team of 16, heading towards £3 million p.a. revenue. A young team passionately determined to transform the world of financial planning!
And every fibre of our work with clients lets them know “You Matter Here!”
It’s what a Soul Millionaire firm does… naturally.”
Matt Smith, Managing Director
We’ve Attracted quality Clients, While Striving to Deliver Extraordinary Service (All while intentionally developing the profession’s future thought leaders)
"I think back to my former corporate role. And can hardly believe where my leap of faith – and Leadership Coaching - has taken me!
18 months of lockdown and extraordinary pressures sees us still fulfilling our business dreams. This Journey has helped me to create a mission-fuelled (and richly rewarding) business.
Being part of this community – this Tribe – gives me confidence that we can change the way this profession influences the world!”
Simon Glazier, Managing Director
Now It’s Your Turn!
Now you have access to the Principles and Practices, the Resources and Intellectual Assets that our Executive Coaching Clients have enjoyed for years!
(Whilst investing just 1/10th of their Executive Coaching fees!)
What they’ve experienced and learned…
We’ve repurposed into a minimal-investment, multi-media programme.
Videos… workbooks… templates… blueprints… checklists… scripts… questionnaires and progress maps.
It’s taken three years of work.
A team of 18 professionals
A Client Advisory Board of 9 practitioners.
But this is far more than another course for financial planners!
This Programme will be just one aspect of our community.
Our Tribe.
The Soul Millionaire Tribe.
Leaders, Planners and Advisers will come here for knowledge, insights and wisdom.
But they’ll stay because of the Tribe experience, the emotional support and the sharing of creative, courageous thinking.
And you can be ‘in on the ground floor’ of that Tribe.
Because...
Being part of this April 2022 Cohort will place you at the vanguard of that Tribe. One of the earliest members.
A team of practitioners have spent 6 months Beta Testing this programme to their heart's delight.
Now, you'll be in the first cohort to enjoy the fruits of their labour.
- First 10 Members: 1-2-1 Kickstart Conversation with a SM Coach
- Continue Testing to shape the Programme, The Journey
- Constantly: The support of The Soul Millionaire Tribe
- Six Weekly: releases of Stages and Steps of The Journey
- Monthly: ‘Tribe Q&A Breakout’ (networking, group coaching, Q&A)
- Monthly: ‘Tribe Member News’ (highlights of Members’ progress)
- Quarterly: Foundational Reading – gifts and recommendations
- Privileged Access: 1-2-1 Executive Coaching for YOU
- Privileged Access: Soul Millionaire Coaching Academy
- Privileged Access: Soul Millionaire Events
- Tribe Transformation Library
ALL of this awaits you…
When you make your decision to join us.
When you Dare to Soar with us!
When you join us - at a fraction of the minimum monthly investment made by our Executive Coaching Clients!
Because we're ready to support you all the way.
Together.
Today!
