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.









Struggling to grow your advisory business in a noisy market?


Are you looking for a way to attract the right clients and stand out in a crowded market? 

How do you balance growth goals as an advisor and enjoy the process?

You didn’t get into this business to be a marketer. You’re trying your best and you pretty much do everything yourself. 

But what if I told you how you are spending your time marketing your firm right now is all wrong? 

 It's time to mark your calendar!

❤️ The Ultimate Guide to Attracting Your Ideal Clients
🗓️ Thursday, August 22, 2024, at 11:00 a.m. Eastern (New York)
🙋 ​Register for your seat here!​ 

Join us for our workshop in August, where we'll dive deep into the art of niche marketing using white papers. This workshop will provide you with the tools to attract more of the right clients and grow your firm.

We are going to push your edges to show you how an outrageously impactful, yet simple, marketing tactic can bring your firm much closer to your vision: meaningful work with exactly the kind of clients you LOVE working with!

I'll guide you through each step. 

Here’s what you'll take away:

  • Learn to craft impactful white papers
  • Access to practical templates and examples of successful white papers
  • Step-by-step guidance for developing your niche
  • Exactly how to leverage white papers in your marketing
  • Tools every advisor needs to communicate your value effectively
  • How to grow your business with precision and clarity so more of your clients look like your ideal client! (This is a takeaway I especially like.)

If we’ve done it right, you’ll feel more meaning in your work and more connected with your ideal clients when you leave!

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

Bring your questions. We’ll leave some time at the end so you can ask me questions about your firm's marketing and niche.

It's time to get smart about your marketing, my friend!

Start your free trial and get access to our workshop about how to attract your ideal clients, step-by-step.

I'll show you the best marketing tactic I know and you'll leave with an action plan!

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

Here's to cutting through the noise without being glued to social media!



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.