What a 3 Month Trial of Coaching Can Change
For you. Your team. Your clients.

If you’re a founder or leader… who wishes to serve more deeply, lead more inspiringly, build more profitably

Step 1

Come and See… What’s Possible,
In a 60-minute (complimentary) ‘Discovery Conversation’

  • You’ll enjoy a ‘safe space’… to discuss what’s on your mind
  • We’ll identify what’s holding you back – and how to break through
  • You’ll explore clear next steps (in 1-2-1 or group coaching)… tailored to your goals.

Step 2

Come and See… A Better Future
Once you embark upon your ‘Come and See’ 3-month trial coaching journey (at a generous, introductory rate)…

  • You’ll learn how to rise from ‘Technical Expert’… to ‘Supreme Relationship Builder’ – using coaching skills
  • You’ll learn how to win higher-value clients… with ease
  • You’ll stop firefighting! You’ll start multiplying your team’s results.

Step 3

Come and See… The Power of Community

  • “If you wish to travel fast – go alone.  If you wish to travel far – go together!”
  • You’ll meet regularly with inspiring financial planning leaders. Online. And in person.
  • You’ll create, collaborate, connect – and grow – in a generous, high-trust space.

So, Come and See… for Yourself!
(By booking your own ‘Discovery Conversation’)!

  • Bring your challenges. We’ll unpack them together
  • Explore what 3 months of focused coaching could do for YOU
  • Choose a coaching relationship that fits: 1-2-1 or with peers.

This isn’t theory. It’s transformation!

What’s the First Step?

Let’s explore what’s possible together…

Book your Discovery Conversation today
Book your Discovery Conversation today

Here’s what you can expect…

  • Imagine clients opening up within minutes — not months.
  • You’ll learn how to ask the kinds of questions that dissolve resistance… spark real honesty… and create fast, unshakable rapport.
  • The trust you build won’t just be quicker — it’ll be deeper. And longer-lasting.
  • You’ll move beyond just solving problems… to helping clients design lives they love.
  • Using coaching skills, you’ll support their biggest dreams — not just their financial plans.
  • Expect more smiles… more thank-yous… more “I didn’t think that was possible!” moments.
  • When clients feel profoundly seen and understood… they don’t compare you on price.
  • They start seeing you as indispensable — and they pay accordingly.
  • You’ll stop having to justify your fees… and start hearing “You’re worth every penny.”
  • Delighted clients naturally talk about you — to family, friends, and colleagues.
  • But when they feel transformed… they become evangelists.
  • You’ll build a quiet army of advocates — sending the right people your way.
  • Referrals become not just more frequent… but more aligned.
  • Because your clients will only recommend you to people who “get” you.
  • You’ll attract those who value your time, energy, and genius — just like your favourite clients do.
  • Coaching transforms the quality of client relationships — and the way they behave.
  • You’ll set boundaries with ease… work more creatively… and feel more in control.
  • Burnout fades. Breathing space returns.
  • When your team sees your coaching in action… they light up.
  • They stop seeing the job as a process — and start seeing it as a calling.
  • Morale climbs. Initiative grows. And you start building something worth believing in.

Liberate and Multiply Your Team’s Genius!

(Whether you’re the founder… or one of tomorrow’s leaders)

We’ve multiplied our team’s skills… impacted our clients’ lives… And benefitted from extraordinary coaching support!

Andy

In my various professional and team leadership roles… it’s critical that I invest time in the kind of thinking which generates the greatest Clarity… Courage… Creativity.
Time with my Soul Millionaire Coach helps me do just that!

Carla

Learning Coaching Skills.
Being part of ‘The Tribe’.
This is a rich, elevating emotional experience!

Mark

We’re involved in a new wave of thinking. And Soul Millionaire Leadership Coaching helps keep us at the forefront of that wave.

Scott

The heights we’ve reached since engaging with the Soul Millionaire world leaves me breathless!

Matt

We’re eagerly anticipating the impact of Soul Millionaire Coaching on our clients – and our future!

Greg

I’ve used these Coaching Skills to help my senior partners redefine the future of our business!

Andrew

This is helping us build a leadership team around a passionate mission and deeply held values.

Rob

With newfound confidence and clarity…
I’m now leading my own firm.  
All of the dreams I had are now becoming real possibilities.

David

My Soul Millionaire Coaching Buddy helps me see what’s possible as a Leader. And how I need to change.

Steve

Soul Millionaire Coaching is helping us to become business strategists and leaders… not just good Financial Planners.

Rob

Let’s get started

Book your Discovery Conversation now