“This is the singular most focused, most distilled collection of wisdom that I’ve ever come across in the industry. It’s not only going to give you the professional confidence, it’s also going to reignite you to think about what it is that you want to accomplish with your firm.”

—Jeremy Walter, CFP®

"I've been a solo advisor for a little over two decades, plugging away one person or family at a time to do good for people. Carl has a refreshing way of putting into words the things I feel and believe about what I am called to do. More than that, he also challenges me to take everything I do up another notch, if, when and where that's possible. It's exactly what we as advisors should be doing for each other to make this profession the best it can be."

—Liz Whitteberry, RMA®, CFA®, AIF®, CIPM®, ChFC®

“If you’re a helper, a professional, and a real financial advisor, consider The Fellowship. It was worth it to me! Thank you Carl Richards and team for putting this together for us.”

—Gregory Young, MSAFP, CFP®, EA, ChFC®, CLTC

“Carl, your training has provided me with the Swiss army knife for all of these incredibly important and incredibly powerful conversations... Keep up the great work and I will keep working on having these 1:1 conversations that make all the difference for people. For those of us wishing we could dial Carl into our client calls right now, The Fellowship is as good as it gets. Having lifetime access to Carl’s wisdom and language is a gift not only to me but to my clients. There is no better voice to guide us through this time.”

—Christy Raines, CFP®, AIF®

“If ever we need reminding of our value, it’s during a crisis. When the world seems to be falling apart, Carl helped focus my mind and my business. The Fellowship was about more than giving great financial advice, it was about self-preservation.”

—Georgie Loxton, CFA®

“I'm almost finished with The Fellowship. I'm just floored by how insightful these are. With all the chaos of the past few weeks, these have helped get me back to what matters. Excellent job!”

—Dan Johnson, CFP®

“I must tell you that I watched your Declaration 2 video this morning and it brought tears to my eyes. Sounds crazy, right?? I've been in business for 25 years and do the full spectrum of financial work - AUM, Insurance, Annuities, etc. As I have grown my practice to include more offerings (products) I've had the feeling that I've lost focus on what I believe (my opinion). I've also noticed that when I am opinionless, prospects walk out the door with so many options/choices that they never come back. In some cases they went across the street to Edward Jones who was solely focused on selling them a suite of American Funds. The EJ guy had an opinion and I didn't... so he got the ‘sale.’”

—Chad Castle, RICP

“Hey Carl - I wanted to thank you very much for allowing me to enjoy The Fellowship Declarations! So far, I’ve merely listened, laughed, and nodded my head a bunch and said 'amen' a bunch more. Now time to re-watch, review the additional resources and take notes. I’ve used your sketches over the years with clients. Your ideas/philosophy shared here has resonated SO MUCH and is supportive of the paradigm we can use to change the world for the better. Much appreciated and timely! Stay healthy, sane and safe in our predictably unpredictable world—as a guide. Can I get an amen?”

—Chad P. Parmenter, CLU, ChFC, CDFA®, RICP®, CFP®, Behavioral Financial Advisor™

"The Fellowship embodies the values my clients seek, and being a part of The Fellowship gives me the support and confidence that I know how to help my clients during this trying time. Really understanding each client's bigger picture and what they need now is a huge part of continuing to build trust. Honesty during times of uncertainty is key. Leadership is needed. If I can take a little stress and anxiety off my clients' shoulders right now, I will and I am prepared... because of The Fellowship."

—Katy Song, CFP®

“Declaration 8: We Are Professionally Confident hit home. It was difficult to watch, because it's how I have conducted business since my start in 2012. Only recently in starting my own firm did I begin to make the first meeting more of a mutual conversation. I look forward to the next few sessions. This was easily the most impactful one yet.”

—William J. Nunn, CFP®

“Sometimes we need a guide to help us navigate challenging conditions. Carl gets us, he understands the tightrope we walk as advisers, leaders, and coaches in our clients' lives. I found great wisdom each day for the 23 days he showed up in my inbox during The Fellowship!”

—Justin King, Chartered Financial Planner and Chartered Wealth Manager

“I’m so glad to have gone through The Fellowship. It describes what I’ve grown into and it’s been super encouraging to use the material as a daily reminder of the value of real financial planning. Best money you’ll spend on furthering your abilities as a financial advisor!”

—Dan Atkinson

"I have been kicking around the idea of doing a podcast or vlog. The problem is, I didn't know what to talk about. Financial planning, technical analysis, the market, the economy? Then, Declaration 1 hit me like a ton of bricks—having an impact is about solving problems. Not only did that frame the concept for a podcast, it also had me rethink my whole way of conducting client reviews. I have had these meetings with what was on my mind in the forefront, not what was on my clients minds. No wonder I have a hard time getting people to come in more than once a year. Why would they? It's not about them! Starting now, I'm going to develop an email tool to solicit what clients want to talk about. When it's about them, they'll get a lot more out of these interactions. I suspect I will too. If I save one client from leaving because they are no longer bored, The Fellowship will have had a 5x return.”

—Don Williams, CMFC®, CRPC®

“In the first five days of Declarations, I have seen each Declaration play out in a specific interaction or issue I had been working on later that very same day. I don’t know if it was coincidental or just that these Declarations hit so close to home for me in my business. I am loving it and cannot wait to see how the remaining 16 days unfold. I am also looking forward to revisiting this at least twice a year because I can see myself drifting occasionally from these Declarations back into bad habits/mindsets. THANK YOU for creating this. I am in my first two years in the business and have accumulated $15M in assets, but have very little direction as to how I want to be hyper focused on a niche and scale effectively – this has become my dual focus moving forward into next year and beyond. The Fellowship is helping a tremendous amount and I am grateful that something like this actually exists.”

—Chris Pistone, Financial Advisor

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