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How to Focus on What Matters Most

London: 25 September 2019


Q. Why do some advisers succeed and flourish while others don’t?
A. Because they have absolute clarity about what they want to achieve!


The ‘purposeful adviser’ knows how to live their values and make the most of their unique abilities by engaging in the right kind of work with the right kind of clients. They take a quantum leap beyond organising a client’s money to opening up long-term trusted relationships.


Led by David Scarlett of The Soul Millionaire, with sessions delivered by experienced financial planning practitioners, this workshop will show you how to cut the busy-ness from your work life and gain a razor-sharp focus on what matters most. Come and find out how.

Learning objectives
  • Understand what drives successful ‘lower-stress, higher-results’ firms

  • Discover how to build a successful business around what really, really matters to you

  • Learn why such a purpose-fuelled business attracts quality clients and superb talent

  • Create conversations with clients that have meaning and transform lives


Price: Early bird of £150 until 16 August, then £180, booking links below:

London: 25 September 2019



David is founder of The Soul Millionaire leadership coaching programmes and the creator of the revolutionary business concept The Soul Millionaire Journey.


Working with firms in the financial planning community, David helps leaders and executives create iconic organisations, lead exceptional teams, live the lives they’d really love while also making a profound difference in their clients’ lives.


A provocative thought leader, international conference speaker and best-selling author of three books, David’s insights and expertise flow initially from 20 years as a financial adviser and fee-based financial planner. Since then David has invested over 15 years in coaching financial advisers and financial services corporate executives.


Workshop Leader

David Scarlett