The Society of Advice

with Carl Richards

 

Business mindset coaching for advisors.

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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.
GET YOUR FIRST MONTH FREE

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OUR NEXT WORKSHOP:

Zeroing in on What Matters Most: The 4th Annual “One Thing” Workshop

When was the last time you truly zoomed in on the One Thing that could change everything?

We all know the feeling of juggling endless priorities.

But what if just one focused action could shift the game entirely?

That’s what I will be guiding advisors through in the 4th Annual “One Thing” Workshop!

Imagine honing in on a commitment as powerful as these advisor One Things from past years:

"Commit to a consistent business development strategy. No more ad-hoc planning."

"Find someone to mentor, so I can help more people while balancing my workload."

"Prioritize my health by cutting sugar for good and reclaiming my energy."

"Transition from solo to team practice to make my vision sustainable."

By the end of this workshop, you’ll leave with clear, actionable steps. Plus, you'll have the opportunity to raise your hand for a seat in a private 7-week Peer Accountability Group to keep that momentum going into the first quarter of 2025.

This isn’t about wishful thinking. It’s about action that gets results.

In December, I’m hosting a popular annual workshop for advisors in The Society of Advice, and this year, I want you there.

🎯 Zeroing in on What Matters Most: The 4th Annual “One Thing” Workshop
🗓️ Thursday, December 12, 2024, at 11:00 a.m. Eastern (New York).

(All you need to do to join us is sign up for my membership, where your first month is 100% free. Stay if you like what we share; cancel if you don’t). 

If you’re ready to cut through the noise and zero in on that one move that could transform your life or business in 2025, that is exactly what we'll be diving into during our workshop!

Sign up for The Society of Advice today to join this one-time workshop. 

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

Advisors have LOVED this one every year, so we brought it back for the 4th time!

Can’t wait to 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 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 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.