The Mission Driven Advisor

A Program Designed Specifically for Financial Services Professionals...

This course is the first in the four-year series of classes offered by the Soul Purpose Institute. In this 24-lesson live course, your facilitator guides you through 12 inner lessons and 12 outer lessons via telephone. They include exercises that accompany each lesson with study group participation to facilitate experiential and inter-active learning. This teaching style is critical to expedite production. The lessons alternate between addressing practice management obstgacles and issues of fear, doubt, worry, procrastination, and scarcity that waste your energy and ability to produce results. Unresolved inner world issues clearly affect outer world performance.  Key issues like time management, prospecting and referral gathering are addressed within the framework of a new business model called Conscious Capitalism that thrives on your relationship and communication skills. This unique approach focuses on building trust with the most noble of intentions. The outer lessons systematically blend time-management with goal setting, unlike any other free market exchange business training today.  Simply put, by becoming a Conscious Capitalist, you learn how to create a steady stream of tier-one clients, find more free time, and experiece a deeper sense of contentment.

What You’ll Receive

• 24 hour-long bi-monthly group teleseminars hosted by Steve D'Annunzio, with interactive Q & A
• 4 color workbooks with exercises, including CDs and DVDs
• Recorded calls are distributed to you for personal use, later review, or replay anytime 
• 3 day, 2 night, behavior modification workshop and networking retreat attendance
• 12 monthly individual mentoring calls with your mentoring advisor
• Optional participation in a monthly study group with other successful entrepreneurs
• The Prosperity Paradigm book (hard-copy)
• Quarterly laminated Reality Statement cards
• Meditation CD to relieve stress and accelerate awareness
• The Soul Purpose Test to discover your unique prosperity path

What You’ll Learn

• The one key success principle every industry leader uses – that no one is openly discussing
• The principles of prosperity economics that are logically opposite from the way society, government, media, and citizenry currently believe and behave
• The Prosperity Paradox that is currently destroying personal productivity in 95% of people (If you don’t know it, you’re falling prey to it)
• How to ask the TRUST BUILDER™ question that will compel clients to reveal their emotional reasons behind making a purchase
• How to develop an uncommon narrative that powerfully influences and attracts ideal clients while repelling those you don’t enjoy hosting
• How to help clients drop their defenses so you create maximum value by asking Wisdom Questions™  and deliver what they really want 
• 21st century marketing techniques that create a continual funnel of ideal prospects while strengthening your own tribe
• The key marketing formula that will leverage your business so you don't have to rely on face-to-face contact with a client to earn income