The Society of Advice

This question hits on something the team and I have been obsessed with for years.

The Society of Advice is built to feel different.

No backlogs. No overwhelm.

Think of it like this: walking into a coffee shop, having a deep conversation with a friend, and leaving with clarity.

No homework.

No endless replays.

Just the magic of that moment.

Here’s how it works:
👉 One live 90-minute workshop every month to challenge your thinking and improve your business and life.
👉 Can’t make it live? The recording is available for a short window after.

That’s it.

Show up for 90 minutes.

Engage fully.

You’ll get more out of it than the monthly cost of your seat.

Once you sign up for The Society of Advice, you can mark your calendar for the next live workshop, and the recording of the last workshop is ready for you to watch immediately!

The monthly workshops typically start at 11:00 a.m. Eastern (New York) and go for 90 minutes. Oftentimes, the workshops happen on the third Thursday of the month. But the date/time depends on Carl's schedule and the guest's schedule.

Members know the details of the next workshop 4-6 weeks in advance in order to mark their calendars. If a Member can't make it live, recordings are available until the next live workshop happens.

During the workshops, Members get 1-on-1 access to Carl and the guest in an open Q&A. Ask anything you want! Every workshop wraps up with an open Q&A session so you can dig deeper into applying these mindset strategies to your own firm.

If The Society of Advice was an expense, we never would have created it. The Society of Advice is a monthly investment in your future as a financial professional. That’s the whole point of it.

But don’t take it from us, take it from a Member of The Society of Advice: 

"I’m new here - both as a financial planner and to The Membership. I’ve been watching and chewing on the last call. Pretty freaking powerful discussion. And seeing the vulnerability and engagement from other members only highlighted why this discussion is so valuable. Thank you for doing this work. This meeting alone was worth the price ten times over!"
– Cobin Soelberg M.D., J.D.

If you are new to the financial services industry, The Society of Advice is especially right for you.

Consider a ladder analogy. You may have already climbed one or two rungs. Wouldn’t you rather hop down and lean it against the right wall now instead of waiting until you’re five steps higher?

If you've been around the block a few times, this is for you, too.

There is no support quite like this in our industry. Whether you’re an independent RIA or work in a major firm in Germany or a bank in Brazil, these principles will apply to you.

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 Society of Advice is business mindset coaching created just for advisors.

So whether you actually give advice for a living or work with, supervise, or train people who do, The Society of Advice will be helpful.

There are Members who are mutual fund managers. The material helps them understand how they can help the advisors they serve to deliver better value to their clients, be more confident in the work they're doing, and reignite the fire in the belly again.

There are Members who are L&D folks at various firms. They use The Society of Advice to help generate topics of discussion with the people they're training.

There are even small firms that hold seats in The Society of Advice for each person on their team.

If you have a study group every month, it can be challenging to come up with a topic. You can plug the latest workshop at The Society of Advice into a group discussion and use it as core curriculum on what it means to be a "human" and a Real Financial Professional.

You are free to share the knowledge and insights you gain from The Society of Advice with others at your firm. However, if you're finding that people are passing around a shared login, then it's time to purchase another seat.

So here's the deal:

Sharing knowledge = Great! Sharing logins = Not so great.

Get ready for guests that will knock your socks off! Some guests are people you have never heard of (but will deeply change the way you think!), and others you'd only hear from if you snagged their latest book. We're talking innovators from all walks, not just the finance industry! They bring fresh perspectives to help you spend this dedicated time “thinking about how you think” as an advisor, leader, and entrepreneur.

Past guests include James Clear, Jack Butcher, Jennifer Garvey Berger, Jerry Colonna, Luke Burgis, Michael Easter, Morgan Housel, and Dr. Sarah Newcomb.

You can log in to the Web Portal of The Society of Advice, navigate to your account settings, and cancel with one click. Or you can send an email to [email protected] and we'll cancel your seat for you. 

Many advisors have a small study or mastermind group. The Society of Advice does not compete with your study group, it compliments it. In The Society of Advice, you’ll get practical and actionable advice that you can then discuss and share with your study group. Study groups are like a book club, and The Society of Advice is the book! Join our workshops and then break down what you’ve learned with other advisors in the Membership or your own study group.