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.









I want to tell you about the power of peer accountability groups in our March workshop on Thursday, March 21, 2024, at 11:00 a.m. Eastern (New York).

We're going to roll out peer accountability groups for financial advisors in quarter two for Members of The Society of Advice!

So if you want to:

🧑🏽‍🤝‍🧑🏽 Be part of a group of like-minded advisors who are also working hard on their goals.

📈 Have a weekly session to hang with Real Financial Professionals who are pushing like you are!

🏃🏽 Try out a structure that makes progress feel tangible and achievable.

💪 Make sure you do what you say you’ll do.

Now is the time to attend the workshop and secure your place in a peer accountability group!

Don’t miss this one-time workshop. 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 350+ 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.