The Society of Advice

with Carl Richards

 

Business mindset coaching for advisors.

GET YOUR FIRST MONTH FREE

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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Is hiring the right move for your practice?

 
Running a solo or small practice can be incredibly rewarding, but it also comes with its fair share of challenges.

Many advisors like you feel overwhelmed by the sheer volume of work and responsibilities.

One of the biggest questions on your mind right now might be:

Is it time to hire?

Join us in September for a live 90-minute workshop with Michael Kitces that's all about hiring. We’ll delve into the complexities of hiring for small practices like yours.

Michael Kitces has seen it all—successful hires, missteps, and everything in between!

In this one-time workshop, he’ll share his wealth of experience with all 450+ advisors in The Society of Advice to help you avoid common hiring pitfalls and make decisions that will strengthen your practice.

It's time to mark your calendar and get your guide to making smart hiring choices…

👥 To Hire or Not to Hire: How and When to Add Team Members to Your Solo or Small Practice​
đź“… Thursday, September 19, 2024, at 11:00 a.m. Eastern (New York).
🙋 ​Register for your seat here!​ 

Michael and I will address the key concerns you might have:

❓ Is hiring the right decision for you? ​
Sometimes, hiring additional help seems like the answer, but it can also be a distraction if not done strategically. This workshop will help you evaluate whether bringing on new team members aligns with your practice’s long-term goals.

🤝 How do you find the right fit?
​Whether you’re looking for a paraplanner, an administrative assistant, or even a marketing manager, we’ll discuss how to identify and attract the right talent to support your vision. Finding someone who aligns with your practice’s culture and goals is no small feat!

🏆 How can you ensure success for new hires?
​Bringing someone into your practice is just the beginning. We’ll cover the essential steps to integrate new hires seamlessly, ensuring they contribute effectively from day one.

If we’ve done it right, you’ll leave with valuable expert guidance on a critical aspect of growing your practice!

You’ll be in the room with other successful advisors who are trying to be thoughtful about the way they approach hiring and the growth of their practice, just like you.

Bring your questions. We’ll leave some time at the end so you can ask us about your firm.

Whether you’re excited about the possibility of expanding your team or still on the fence, this workshop is designed to give you clarity and confidence. We’ll also explore when not to hire and how to optimize your current resources instead.

Start your free trial and get access to our one-time workshop.

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

Here's to making smart hiring choices!

-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 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.