The work of advice is still deeply human.

 

The Society of Advice is a monthly conversation for financial advisors who care about the craft of their work.

It is for advisors who want to think more clearly, stay grounded in what matters, and do better for the people they serve.

Join The Society

 

 

Andy Baxley

"I really can’t overstate how much value I get from these monthly calls. The work radiates out into the work we do with our clients, and then out into the world more broadly. The leverage is remarkable."

Jenny Wright

"One of the best investments I’ve made in my career. Thanks for shining a light on the amazing work real financial professionals do. It’s a pretty awesome group."

Shaun Erickson

"This monthly space helps me step out of the normal day-to-day mindset. The conversations consistently leave me recharged and re-focused."

 

 

What this is

 

The Society of Advice is a place to step out of the noise and think about your work.

Each month, Carl Richards hosts a 90-minute conversation with someone worth listening to.

You don’t need a long list of takeaways.

You need the kind of moment that stays with you.

A moment where you realize you are going to handle a conversation differently the next time you sit down with a client.

 

 

Why advisors join

 

The Society of Advice is for financial advisors who care deeply about the craft of advice.

They know the real challenge is not technical. It is human.

They know the moments that matter cannot be scripted.

And they do not want more noise.

They want a place to step back, think clearly, and return to their work with more perspective.

Join The Society

 

 

What you get

 

Each month, you take a seat in a 90-minute conversation hosted by Carl Richards.

You hear from someone with a perspective worth considering, and you reflect on their work in the context of your own.

You are in the room with other advisors who care deeply about doing this work well.

Some months, you leave with something you can use right away.

Other months, something shifts in a quieter way and stays with you.

Both matter.

 
See what’s coming up next...

Individual Seat

$147/month, annual option available

For advisors who care about the craft of advice

  • One live monthly conversation, hosted and curated by Carl Richards.

  • Replay access.

  • A room full of thoughtful peers.

  • Dedicated space to think more clearly.

JOIN NOW

Firm Seats

Team pricing available

Firms with 10+ seats

 

The Society of Advice is a simple way to bring meaningful professional development to your team.

Interested in seats for your firm?

Email [email protected] to schedule a call with Carl.

Join The Society of Advice

Join a private monthly conversation where financial advisors step out of the noise and think carefully about their work.

Join

 

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