

THE TRUTH NO ONE TELLS COACHES
AND RETREAT–TRAVEL LEADERS (CRTs)



William H. Tate blends elite leadership, wealth mastery, legacy planning, and heart-centered facilitation into a joyful, family-friendly coaching model.
Creator of the Millionaire Lifestyle Path
Today William trains U.S. coaches and retreat travel leaders to step into the rare role of a Trusted Emotional Advisor to millionaire philanthropists — without the hustle or burnout.
READY TO SKYROCKET YOUR SUCCESS IN 2026?
CONTACT OUR TEAM
Email: [email protected]
This may be the breakthrough you've been looking for!
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About Us
Resources
Contact
Where Life Coaches and Retreat-Travel Leaders
Discover NEW Strategies to Attract Heart-Centered Millionaire Clients.
No Marketing, No Sales, No Social Media.
Join Us LIVE on Zoom:
December 17th, 3pm EDT
December 22nd, 1pm EDT
December 29th, 5pm EDT
The Blue Ocean Business Model – How to create a 6-7 figure business, serving five heart-centered millionaire clients, whom you adore
Unprecedented Market Opportunity – 3 numbers that change the game - $100 Trillion wealth transfer, 1M Millionaires with $100K annual budget for self-improvement and retreats
Design Your Dream Life – Build a business that allows you to enjoy precious time with family, traveling the world, doing charity work, and create a greater impact
1. Learn how to shift from broke, exhausting clients to wealthy, purpose-driven clients who value your work.
You’ll discover the mindset, messaging, and positioning that instantly separates you from the crowded Red Ocean.
2. Understand exactly what millionaire clients want — and why they’re eager to invest in coaching, travel, and transformational experiences.
This insight alone can change your business forever.
3. See the proven 5-client business model that gives you freedom, simplicity, prosperity, and a joyful, family-friendly lifestyle.
No hustling. No selling. No burnout.
90% of your problems disappear when you stop attracting Broke Bob & Betty… and start partnering with Mike & Mary Millionaire.
There are over one million Mike & Mary Millionaires who spend $100K/year on CRT experiences.
And there is a shortcut: no marketing, so social media, no hustle required.
Former Tony Robbins Wealth Mastery Coach
Retired U.S. Army Green Beret
Former Morgan Stanley Manager in Silicon Valley
Global Humanitarian work across 90+ countries
30+ years advising affluent families & philanthropists
[email protected]