Soul Purpose Institute

With the guidance of personal mentoring and experiential education, you are empowered to discover, develop, manifest, and monetize your Soul Purpose, or that which you were born to be and do. By living proven principles and disciplines, limitations are transcended, complications are simplified, fear is overcome, relationships are strengthened, and new insights infuse your life and business. On a deeper level, you experience enhanced peace, balance, wisdom, assurance, and fulfillment.

Guidance & Support

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Testimonials

My personal life has improved dramatically because I am more at peace with myself and those around me. My business, although already successful in its own right, has prospered in ways never imagined. So many doors that were never seen before are opening to reveal wonderful opportunities for my practice. Employing your teachings of positive energy flow and increased awareness of everything and everyone has created an uplifting experience and the clarity that the future for my practice looks brighter than ever. Yes, there are still the daily problems but they seem less consequential than before knowing that I can create an internal serenity to deal with them and bring that back to my staff and clients. These are not words, they are realities.

Your help with providing insights into broader thought processes have allowed me to refine a systematic business planning process. The addition of a CMO (Chief Marketing Officer) and the expansion of the practice to a national presence were a long term desire but for some unknown reason beyond my grasp. That desire has fast become reality and my staff is more in harmony even though we are busier than ever before.

This would not have been as possible without the insights I have learned from you. This is a very enlightening feeling. So my friend, I write this testimonial for you not to "sell you" to anyone but to say a heartfelt Thank You.

Richard Pope

President, Applied Financial Group, New York, NY

Finding my Soul Purpose under Steve's loving and patient guidance felt like coming home. I spent a lot of years wandering in a wilderness of mediocrity, going down misleading paths and pursuing misguided goals, and I was often confused, frustrated, and fearful. After discovering my Soul Purpose I found peace, joy, confidence, and fulfillment. Everything just feels right, like all of the puzzle pieces of my life are now in place, working together."Steve has a natural gift, a piercing intuition for reading between the lines of my life and identifying exactly what steps I should take at any given moment. He is a true mentor in every sense of the word. I wish everyone could have the experience with him that I have been blessed with.

Stephen Palmer

Partner, Consultant, & Writer with KGaps Consulting

In a 35 year financial services career, I've seen and experienced a number of coaching programs but none has blended the personal and business in the way you have. I am happier, calmer and more productive then I've ever been and I attribute all of that to the work we've done. In a period of recession and great financial stress I've had the two best years of my career and I see no reason why this should not continue. Those I have introduced to you feel the same way and I whole-heartedly recommend your program for anyone who's looking for a better, happier way.

Andy Rosenbaum

Financial Coach & Author of The Wealth Swing Coach

Your contribution to me has manifested in my life in numerous ways. I have a true sense of Self and, most importantly, compassion for myself. Our focus on nonattachment keeps me centered and focused on creating value and making a difference in another's life. As a result of not being driven by and attached to arbitrary production goals and dollars, I've also had a significant increase in gross income.

When we started working together, I was a lone advisor with one administrative assistant producing at Leaders Club level. Today, I lead a team of advisors, am partnered with a President's Council producer, have two full time support staff, am producing at President's Council level, and have a business that is well positioned for expansion. Your coaching and the Enlightened Entrepreneur program continues to be one of the most profitable business and life decisions I have made. Thank you for being such a HUGE contribution to my life. It is an honor to be your student.

Chau Lai

CFP, ChFC

I have been working with Steve for a little over a year and my experience with him has been truly transformational. We have explored to great depths my personal life, business life, and all the domains those two areas encompass. I have awakened to who I really am and am aware of how I move in the universe. Every aspect of my life has been enriched by my work with Steve and our journey continues to ignite my soul. My relationships with friends and family are more engaging; interactions with my company's staff are more productive; and the results of client conversations have been more profitable. In fact, my revenue has doubled since living with Steve's guidance. It is certainly not a coincidence. It would be time and energy well directed to form a relationship with Steve. My life is one of abundance with him in it.

Joe Pombriant

Alacrity Financial, New York, NY

I just wanted to thank you for living your soul purpose in helping people like myself. As you're well aware; I've been in the insurance and financial services industry for the past 16 years, and this is the first time in my career that I truly understand my purpose in this world. Needless to say, my life and practice has changed so dramatically that words can not possibly do justice. Blessings and opportunities are all around me. It's difficult to comprehend why all of these things are finally appearing, but I'm grateful nonetheless.

Bryan P. Maun

LUTCF, FSS

Transcend your limits

Simplify complications

Overcome fears

Strengthen relationships