The Society of Advice

with Carl Richards

 

Business mindset coaching for advisors.

GET YOUR FIRST MONTH FREE

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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OUR NEXT WORKSHOP:

From Stress to Strategy:
How to Build a Clear, Simple Marketing Plan That Actually Works

Are you tired of feeling overwhelmed by marketing? Wish you knew what to focus on and what you could ignore?

If marketing feels like running on a hamster wheel that never stops, you’re not alone. A lot of advisors feel the same way.

But what if finding new clients didn’t have to be so exhausting?

You need a marketing strategy that’s simple, easy to follow, and helps you cut through the noise to focus on what matters.

Now, I know there are a lot of marketers in our industry, but few bring the ethics, experience, and no-nonsense approach that I trust like Kendra Wright. 

On October 17, 2024, I’ll be hosting a one-time workshop with her:

From Stress to Strategy: How to Build a Clear, Simple Marketing Plan That Actually Works

(All you need to do to join us is sign up for my membership, where your first month is 100% free. Stay if you like what we share; cancel if you don’t). 

Here’s what you’ll learn by attending: 

  • Streamline your strategy: We’ll guide you through building a simplified and effective marketing strategy that isn’t overwhelming so marketing doesn’t feel like an endless hamster wheel.
  • Choose your marketing channel and activities. You don’t need to do it all. Kendra will show you how to pick your main “traffic” channel to build your one marketing funnel around—without any jargon.
  • Craft effective messaging. We’ll help you uncover the real problems your clients face and use their exact words to create messaging that shows the value you bring as an advisor. 
  • Get personalized advice with rapid-fire coaching. To make the workshop even more practical, we’ll wrap up with live rapid-fire coaching, where Kendra and I will answer your specific marketing questions in real-time—giving you actionable solutions on the spot.

Plus, a helpful tool you can take advantage of to improve your messaging… 

As a special bonus for registering, you’ll get access to Kendra’s brand new “Advisor Copy Coach” AI bot.

This tool is pre-loaded with her top-performing email campaigns and website copy. You’ll be able to easily paste in your own copy, and the bot will instantly give you revisions and feedback based on how Kendra writes—it’s like having a “mini-Kendra” on demand.

You can use this bot to tune up your messaging on your website, emails, or social media after the workshop.

Ready to streamline your marketing and build a simple and effective strategy that doesn’t overwhelm you?

Sign up for The Society of Advice today to join us for this one-time marketing workshop.

(Even if you can’t attend live, you’ll get the replay and access to the copy coach tool).

Here's to marketing without the madness, 

-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 450+ 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.