The Society of Advice

with Carl Richards

 

This is for advisors who value freedom.

GET YOUR FIRST MONTH FREE

Where intentional advisors get answers.


Greetings, Carl Richards here.

Ever left an industry conference feeling like you needed a detox? You’re not alone.

I’ve spent decades talking to advisors around the world, and the same themes come up: searching for clarity, craving freedom, and looking for a community that gets it.

That’s why we built The Society of Advice.

It’s not about 10x growth or shiny objects.

It’s about the topics I handpick to challenge you to ask the hard questions and build a practice that truly works for your life.

And you don’t have to do it alone.

• Struggling with your next hire?
• Unsure if growth is worth it?
• Ready to build your practice on your terms?

This is your space.

Your 30-day free trial includes a seat at the next workshop. 

If you’ve been waiting for permission to build the practice you’ve always wanted…

Now you’ve got it.

What's Included: 


In a world drowning in content, everything is recorded and repurposed. It’s gotten noisy out there. We’re doing something different.

🙅🏼 No massive backlog of recordings you'll never watch.
🙅🏼 No repurposed noise.
🙅🏼 No fluff.

Just real-time conversations designed for presence and community.

Here’s what you'll find when you join us:

  • An advisor community that supports and challenges you.
  • Live 90-minute monthly workshops that are designed to spark insight and inspire action.
  • Topics and guests handpicked by Carl Richards that focus on the real work of being a better advisor (and a better human).

Show up for 90 minutes. Engage fully. You’ll get more out of it than the monthly cost of your seat.

Come and see for yourself, your first workshop is free.
GET YOUR FIRST MONTH FREE

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OUR NEXT WORKSHOP:

You Hate Selling. Here’s How to Fix That.

 

I want to talk to you about how to have “the fee” conversation.

Here’s how this usually goes for most advisors (maybe even you, too)…

You’re having a great call with a prospect.

You’re confident you can help them.

You’re excited they’re a good fit.

But then, it’s time to talk about…

Oh no! Your fees.

Do you know how to explain the massive value you provide as a financial advisor?

⌚ When do you bring it up?
đź“Ł How do you say it?
đź’Ş What if they push back?

If it’s a legacy client and you need to raise your rates because you underpriced your services years ago, how do you have THAT conversation?

I can feel the uneasiness building in your chest just thinking about "the fee” conversation. The solution is in The Society of Advice, so keep reading.

How do you talk about your fees with NEW clients or raise them with CURRENT clients?

(Both are important conversations to have, by the way.)

This is exactly what we will cover in our brand new March workshop in The Society of Advice with Blair Enns.

Blair, our workshop guest, is an absolute powerhouse at helping people close the sale and raise their rates with integrity, confidence, and dignity. 

He wrote the wildly popular book “The Win Without Pitching Manifesto” and he has a new book out now. Blair is the guy advisors, creatives, and consultants turn to when they need to sell their work without feeling like a salesperson. Last year, this workshop was one of the most talked-about sessions we’ve ever had inside The Society of Advice.

Even if you aren’t considering raising your fees, it’s helpful to see how other financial professionals explain the value they bring to their clients in case you compete against them.

This is a one-time workshop on Thursday, March 20, 2025, at 11:00 a.m. Eastern (New York). Will you join us?

Register now before you forget:

💰 How to Talk About Your Fees (and Raise Them) With Confidence 

My friend, no more stumbling on your words when someone asks, “How do you get paid?”

Start your free trial and get access to our March workshop on how to talk about and raise your fees.

And you won’t be figuring this out alone.

Inside The Society of Advice, you’ll join 450+ advisors who show up each month to challenge, support, and grow alongside each other.

No fluff.
No distractions.
Just real conversations about the work that matters.

This is where intentional advisors meet!

Many advisors underprice themselves.
Smart advisors learn how to raise their fees.

👉  Join us today and grab your seat for this workshop.

I'll see you on Thursday, March 20, 2025, at 11:00 a.m. Eastern (New York).

Don't worry. Even if you can’t attend live, you’ll still get the replay.

You hate selling?

We’re going to fix that.

-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 475+ 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 Society of Advice. You are crushing it out of the park with guests. This is a fantastic, amazing, and inspiring group."

– Cobin Soelberg M.D., J.D.