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Join The Society of Advice

Greetings, Carl Richards here.

You’re about to join a community of real financial professionals doing the work that actually matters.

This isn’t a course. It’s one live conversation each month—curated and hosted by me to help you get clear on what you’re building in your business, your life, or both.

No library of recordings to feel guilty about not watching.

No Slack groups. No chatter.

Just space each month to think deeply and hear something that sticks.

If it turns out this isn’t the right fit, you can cancel anytime with one click.

But I think you’ll find something here that’s been missing from our industry.

Welcome to The Society of Advice.

-Carl

What Members Are Saying:

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®