Where Founding Financial Planners build extraordinary businesses which change people’s lives!

  • Their clients’
  • Their team’s
  • Their own

The Soul Millionaire Journey

Our radical business-building programme

Executive Coaching

1-2-1 bespoke, focused, accelerated change

I’m David Scarlett

Welcome to our Signature Coaching Programme…

The Soul Millionaire Journey

  • Step-by-step: videos, journals, templates, checklists, scripts…
  • Regular ‘Tribe’ meetings, nurturing you through each lesson
  • Education, mentoring: to develop business, leadership & coaching skills

Change clients’ lives

Build a passionate team

Live what matters most

To reserve your seat for our next Soul Millionaire Journey launch webinar in April just sign up below…

The Soul Millionaire Journey

This is what you can expect to happen during this 3-stage programme

1. IGNITE

BUILD

Your Client Coaching Skills

BUILD

Your Magnetic Culture

2. ENGAGE

BUILD

Your Ideal Client Community

BUILD

Your Referral Strategy

3. INSPIRE

BUILD

Your Brilliant High-Fees Service

BUILD

Your Inspiring Leadership Skills

1. IGNITE

BUILD

BUILD

Your Client Coaching Skills

Your Magnetic Culture

2. ENGAGE

BUILD

BUILD

Your Ideal Client Community

Your Referral Strategy

3. INSPIRE

BUILD

BUILD

Your Brilliant High-Fees Service

Your Inspiring Leadership Skills

PLUS support, encouragement and buddy-coaching:
experience all of that in our Soul Millionaire Tribe.

To reserve your seat for our next Soul Millionaire Journey launch webinar in April just sign up below…

What ‘The Tribe’ is saying about The Soul Millionaire Journey

Rob Schwarz

“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

Tracy Crookes

“Soul Millionaire coaching has shown me that I can have far more meaningful client conversations.
It has also reignited my passion for the impact I can have in their lives.”

What’s more, for the first time in my working life
I’m finally giving myself generous time and space to think more clearly…

While letting go of ineffective habits and beliefs instilled in me by ‘Old School’ advisers.”
Tracy

Andy Hounsell

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

David Dodds

“The principles I learned in The Soul Millionaire Journey – combined with Executive 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 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

Andrew Johnston

“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

Andy Hounsell

“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

Mark Smith

“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

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

Tim Gurr

“Soon after starting The Soul Millionaire Journey… I was offered a VIP Guest place at a Leadership MasterClass. The inspiration I gained – and The Tribe support I was given – fuelled my determination to launch out on my own. Dreams have become reality here!”
Tim

Greg Reid

“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

Steve Speed

“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

Philip Piggins

“Being with Tribe Members in my first Leadership MasterClass helped me to break through my excuses and procrastination. Right then and there I committed to a 4-day working week!
And then recruited a new member of our team (my wife) to help me fulfil our aspirations. This community inspires action!”
Philip

Neil Bird

“These brilliantly designed Tribe meetings have 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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