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:

Aligning Values With Wealth: A Path to Purpose-Driven Advising

 

What makes you come alive?

What if the work you’re truly passionate about could also be the key to your success?

Ben Katt—author, meditation teacher, and coach—is world-class at helping people who feel disconnected from their sense of purpose reconnect and take the next right step.

This isn’t just another financial planning session—it’s an opportunity to do the REAL work that will set you apart from other advisors.

Ben is someone who’s spent 20 years exploring the intersection of purpose and meaning. During a recent conversation with him, Ben shared a quote that stuck with me:

"Don't ask yourself what the world needs. Ask yourself what makes you come alive, and go do that. Because what the world needs is people who've come alive."
–Howard Thurman

If you're like me, you've probably wrestled with how to align your purpose with your work. It's not always easy.

That’s why I’m excited to invite you to join Ben and me for an upcoming workshop where we’ll dig deep into these questions—especially how they apply to our roles as financial advisors.

This isn’t a tactical sales webinar about how to 10x your business. It’s about REAL alignment—between your purpose and the work you do every day.

If that speaks to you, I’d love for you to be there with us live.

On November 21, 2024, I’ll be hosting a one-time workshop with Ben:
🎯 Aligning Values With Wealth: A Path to Purpose-Driven Advising
🗓️ Thursday, November 21, 2024, at 11:00 a.m. Eastern (New York).

(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). 

If you’re ready to strengthen your sense of purpose as an advisor, this workshop is for you.

If you show up with your camera on and distractions off, I hope you'll walk away with: 

  • Steps for building stronger client relationships through presence and meaning.
  • Tools to use in your practice to balance technical expertise with emotional guidance.
  • Practical strategies to create a purpose-driven advisory practice.
  • New ideas for how to align your values with your role as an advisor.

Many advisors I talk to are asking themselves the same question:

     How do I find greater meaning in my work while also achieving success?

This is exactly what we'll be diving into during our upcoming workshop.

More meaning, more success—there's a way to achieve both!

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

(Even if you can’t attend live, you’ll get the replay.)

Here's to fostering deeper client relationships and creating a thriving business while you do it!

-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 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.