The Society of Advice

with Carl Richards


Business mindset coaching for advisors.


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.









What is “enough” as an advisor?

How do you know when your financial firm is big enough?

What if you could optimize your firm for your happiness, the owner?

How would it feel to build a lifestyle practice that generously supports your family and still gives you a life outside of work?

A new wave of advisors is emerging.

These advisors are talented, care massively about the impact they make on clients, AND…

They want to build a lifestyle practice and be proud of it.

Now, that sentence has two important parts:

1- A lifestyle practice.
2- Be proud of it.

Here’s how I describe a lifestyle practice: You have a clear vision of what you want to earn, and that number gives you and your family a comfortable living.

For me, when I set the vision for my firm, that was 100 clients with $1 million in assets or more each.

This clarity gave me a vision of what to build and when to know I had done ENOUGH.

In business, you and I grapple with a persistent challenge… the monster of MORE.

There's always something more to tackle, create, or accomplish!

But what if you knew what enough was?

Imagine having a concrete grasp of the financial resources needed to build an extraordinary firm, take care of your family, and still have time to explore interests beyond your career.

That’s what we'll be talking about in our upcoming one-time workshop in June!

📈 How to Build a Profitable Lifestyle Practice and Be Proud of It

🗓️ Thursday, June 20, 2024, at 11:00 a.m. Eastern (New York)

Many advisors want to build meaningful and profitable firms without compromising their lives. I’ll admit, it’s a hard code to crack, but I’ve done it, and other advisors have, too.

Start your free trial and get access to our workshop about how to know what “enough” is in your firm. We talk to our clients about this topic, but rarely ourselves as advisors.

(Even if you can’t attend live, go ahead and sign up anyway. We’ll send you the replay afterward).

Here's to freedom,


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.