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 or an endless pile of recordings. It’s one live conversation each month.

In August, we'll be joined by David Epstein, who is the author of the #1 New York Times bestseller, Range: Why Generalists Triumph in a Specialized World.

David’s newer work on constraints points to another idea I can’t stop thinking about: Constraints can create freedom. I think you'll love his newest book, Inside the Box: How Constraints Make Us Better.

That feels deeply connected to the work we do with clients. We help people name what matters, and we help them see the real constraints. And then we help them take the next right step!

That’s what I want to talk about with David. This will be a private conversation, geared toward your work as a Real Financial Advisor, that you won't find anywhere else.

📆 Thursday, August 20, 2026
⏰ 11:00 a.m. Eastern Time (New York), for 90 minutes

The Society of Advice is a a space each month to show up live, think clearly, and hear something that sticks. If it’s not the right fit, you can cancel anytime with one click.

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

Welcome to The Society of Advice.

-Carl

P.S. Can't make it live? The recording is available to Members until the next workshop.