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A Plan For Every Advisor.

The Four Pillar Framework Covered in Your Course:

Pillar 1

The first step in helping your clients live a purpose-filled retirement is determining who they truly are, pinpointing values, gifts, passions, and skills! After all, values drive direction, and our goal is to help them unearth their unique design.

Pillar 2

This pillar addresses a fundamental question: “Where Am I Going?” It’s all about helping your clients chart their course towards a purposeful and fulfilling future by creating a vision.

Pillar 3

In shaping a meaningful second half of life, fostering relationships is crucial. Cultivating a strong social network is key to ensuring a fulfilling retirement journey, and this was brought to the surface in the 2020 pandemic.

Pillar 4

This pillar addresses the importance of all the pillars we cover, and emphasizes the significance of living a purpose-filled life without regrets. Instead of drifting or coasting through the second half of life, we encourage our clients to start with the end in mind and envision the legacy they want to leave behind.


The Academy reignited my passion for my work and provided me with the tools I needed to support my clients in finding true purpose in retirement.

The Refocus Coaching Academy’s Purpose Driven Retirement Coaching Guide gave my advisory firm a competitive edge that isn’t subject to market cycles.

Great market performance comes and goes. Funds with lower fees open every day. If we understand our clients values and align them with their goals, we’ll have those clients for life.


How will this course help me grow my advisory firm?

In the financial industry, expertise in non-financial retirement planning is becoming more and more important. In fact, 85% of people prefer an advisory business that offers life coaching. Your clients are asking for it. By incorporating The Refocus Coaching Academy content into your firm’s offerings, you will gain a new competitive edge, new revenue source, added referrals, and so much more!

What topics are covered in the course?

There are four key topics (we like to call them pillars) in our gateway course: Rediscover Your Uniqueness, Reorient & Repurpose, Social Connections, and Leave a Legacy. These pillars explore various aspects of retirement that you will share with your clients, offering practical exercises and worksheets for personalized planning. The guide includes the Retirement Summary Plan, combining all pillars into a step-by-step strategy.

You’ll also receive a full 20+ page workbook, including materials like the Refocus Transition Wheel, Retirement Summary Plan, as well as a comprehensive slide deck, and other necessary client-facing tools to enhance discussions.

Who is this course designed for?

This course is built for both recently established financial advisors and experienced CFP® professionals who seek to enhance their non-financial expertise in retirement planning and provide even more exceptional service to their clients. No matter what stage of life you are in, there is always room for growth… And what better way than to help your firm’s clientele!

How long will I have access to the course?

After purchasing the course, you will have lifetime access. There is no need to renew at any point.

Who is the course instructor?

The video lectures in The Purpose Driven Retirement Coaching Guide™ are instructed by Scott Miller, a Certified Professional Retirement Coach. Scott retired from a career in dentistry to help others in their retirement journey. To learn more about Scott, click here.

Will I receive anything in the mail?

The Purpose Driven Retirement Coaching Guide™ is 100% digital, so you will receive everything online. Your instant access to all the material begins with your Teachable purchase and account set up.

If you’d like to explore our physical products, for your personal use of client-experience, we offer The Signature Refocus Coaching Workbook or Value Card Decks here.

What is the most effective way to learn the course content?

As you go through the course modules, ensure that you are downloading the corresponding worksheets and slides for a better understanding and more immersive experience. We also encourage you to fill out the worksheets for yourself! Here’s a step-by-step:


  1. Read the Lesson Introduction
  2. Watch the Lecture Video
  3. Download/Complete Action Items
  4. View & Utilize Resources
  5. Proceed to Next Lesson

Will I receive a certification upon completion of the course?

Yes, upon successful completion of the course, you’ll receive a certification of completion! This certification demonstrates your commitment to professional development and your expertise in non-financial retirement planning. You will officially be a Refocus Certified Advisor™!

How long will it take me to complete the course?

Completing the entire course, from start to finish, typically takes between 1.5 to 3 hours, depending on the person. The course consists of approximately one hour of video lecture, 22 lessons total, and an additional hour dedicated to interactive exercises for you to complete at your own pace.

our money back guarantee

refocus coaching academy non-financial retirement course for financial advisors

We’re certain you’ll be happy with the Purpose Driven Retirement Coaching Guide Course. But if you’re not satisfied with the course for any reason within 14-days of access, you’ll get a 100% refund. This is a no hassle, money-back guarantee.

Contact us or learn more here.


The Refocus Transition Wheel

~ A Client-Facing Tool ~

Guide your clients to a more purpose-filled retirement with this client-facing tool. A great conversation starter about the second half of life and areas that need extra focus. 

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