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:

My Best Material for Advisors: Reconnect to What Matters Most

 

If you’re tired of endless online tips that don’t move the needle, The Society of Advice is for you.

We’re not about massive backlogs or cookie-cutter tactics you hear everywhere else.

This is different.

On purpose.

Each month, I handpick a single topic designed to help advisors like you make real progress in your business and your life.

In February, we’re diving into The Fellowship. This is the material I created to help advisors reconnect with their values, confidence, and clarity. 

You know, the things that often get buried in the grind of daily work.

Been through The Fellowship already?
Heard about it on social media?
Never looked into it?

Doesn’t matter.

I'll open the doors, and we'll dive inside the material in The Fellowship. 

The Fellowship is some of my best material for advisors. If you like my work, you'll LOVE this workshop! 

👉 Sign up for The Society of Advice to join this one-time workshop. Your first workshop is free.

February’s live 90-minute workshop is your chance to cut through the noise, focus on what matters, and take real action. 

Here’s what advisors told me about The Fellowship:

  • “This is the best professional investment I’ve ever made.”
  • “Exactly what I needed to reconnect with my purpose as an advisor.”
  • “The material that helped me take my practice and my mindset to the next level.”
  • “I felt seen, heard, and less like a black sheep.”
  • “It’s exactly what I needed to get back in the game with the right mindset.”

📆 Mark your calendar!
Thursday, February 13, 2025,
11:00 a.m. Eastern (New York)

Expect actionable insights, real-world examples, and conversations you won’t find anywhere else.

When was the last time you sat down with other advisors and had a real conversation about your business?

Not a webinar. Not another tactics-packed conference that leaves you overwhelmed. But an actual, honest conversation about the stuff that matters.

That’s what happens every month inside The Society of Advice. 

📌 No fluff. No distractions. No massive backlog of recordings you’ll never watch.

âś… Just one handpicked topic each month, designed to help you cut through the noise and focus on what really matters.

💬 A community of 450+ advisors who get it—who challenge, support, and push each other to build better businesses and better lives.

This is the only place I meet with advisors.

If you’ve been looking for something different, you just found it.

👉 Sign up for The Society of Advice today to join our next one-time workshop. 

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

See you there.

-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.