The Society of Advice

with Carl Richards

 

Business mindset coaching for advisors.

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You have all the tactics, but why aren't you taking action?


Greetings, Carl Richards here.

After two decades worth of conversations with advisors around the world, I am willing to make a bet:

You know lots of ways to grow your business and hit your goals.

Those are tactics.

But what keeps you from taking action?

My friend, that is your mindset!

You can have the best tactics in the world, but if you don’t have a strong mindset to help you take action, make courageous decisions, and put yourself out there as a leader… you’ll stay stuck.

The Society of Advice is business mindset coaching created just for advisors.

There is no support quite like this in our industry.

If you’re serious about being elite at your craft, building a remarkable firm, and confidently leading your clients, now is the perfect time to join The Society of Advice.

The only thing this group is missing is you!

What's Included:

 
We work hard to give you less so you have time to apply what you learn to your firm.

 

Each month, Members get:

  • A 90-minute workshop with Carl and a high-value guest. 

    Not tons of homework or worksheets to overwhelm you. This is your opportunity to set aside time to think about how you think.

    The workshops will explore the mindset shifts that help you grow your firm, build your habits, and expand your emotional toolset. The workshop guests are inside and outside of finance, so it's not the same old advice we've all heard.

  • An open Q&A with Carl to ask your biggest questions on how to apply the mindset strategies to your firm.

  • At the end of the 90-minute workshop, you will walk away with one thing you can implement around how you think so everything else in your life is built upon a solid foundation.

    Every month, we take advisors through a thoughtful, intentional, and powerful workshop.
Come and see for yourself, your first workshop is free.
GET YOUR FIRST MONTH FREE

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In May, I want to talk to you about growing your firm with clarity, balance, and without sacrificing your personal life.

 

Does this sound familiar?

📆 Are you feeling overwhelmed with work?

🖥️ Swarmed by demands?

🪴 Are you constantly stuck in the weeds and don’t know how to get out?

🌪️ Do you think (often), "I'm just too busy. I'm pulled in so many different directions!"

You aren't alone.

What I know for sure after talking to tens of thousands of advisors all over the world for the last 25+ years is this:

You have more to do than be a world-class financial advisor.

You want to have a bigger impact on your clients and bottom line (without working more).

You want to make the most of the hours you have available to grow your firm.

I created this workshop for YOU!

This live workshop in May will be full of word-for-word scripting around how to grow your firm without sacrificing your well-being.

Christy Raines, our workshop guest, is a Founding Member of The Society of Advice, one of my favorite financial planners, and (most importantly) one of my favorite humans. We are going to dive into Christy’s revenue charts and her “intentional math” that guides her decision-making around saying "no."

You read that right.

Christy will share the concrete data behind her philosophy around saying "no."

Here are some of the things we'll cover:

👋 Exactly what to say to fire clients nicely.

💰 If you underpriced yourself like Christy did, she's going to talk to you about what she did to raise her fees and what she learned from it. We'll cover how to raise fees on legacy clients.

🗺️ How to say "no" without feeling guilty. Christy will guide us on how to develop a framework for when to say "no" that works best for YOU.

All so you can grow your firm with clarity, balance, and without sacrificing your personal life.

No theory, just real scripts that work.

This is a one-time workshop. Will you join us?

Register now before you forget!

Start your free trial and get access to our May workshop that will answer this question:

How exactly do you say “no” to get to your happier, more meaningful “yes”?

-Carl

GET YOUR FIRST MONTH FREE

Get Started With Zero Risk

Get your first month 100% free and see the power of our coaching with the 350+ other advisors in our monthly workshops.

If you love it, do nothing. We’ll charge you $147/month to attend.

If it’s not a fit, cancel. Your card won’t be charged, and we’ll still think you’re wonderful.

"I really can’t overstate how much value I get from these monthly calls with you and the rest of the gang. The work you do with us radiates out into the work we do with our clients, which then radiates out into the world more broadly. The leverage inherent in this is truly remarkable."

– Andy Baxley, CFP®, CIMA®, MSFP

"One of the things I appreciate the most about my Society of Advice Membership is that the first question on anyone's mind is not how much AUM or how many lists or how many awards someone has gotten, but how big a difference have we made in helping people truly LIVE their life to their fullest and best purpose. The conversation is uplifting, and having the insights of other advisors on how they help clients along this path is very valuable."

– Liz Whitteberry, CPWA®, RMA®, CFA®, CIPM®, ChFC®, AIF®

"I am so excited for our next meeting of The Membership. You are crushing it out of the park with guests. This is a fantastic, amazing, and inspiring group."

– Cobin Soelberg M.D., J.D.