Join The Membership
Meet face-to-face with Carl Richards, guest speakers, and hundreds of other financial professionals every month in The Membership.
The Membership is a monthly shot of inspiration, psyche, and valuable information to help you develop into the kind of Real Financial Professional that you, your clients, and the whole world needs.
Carl often invites guest speakers, and the lineup in the past has included Seth Godin, Jennifer Garvey Burger, and Morgan Housel.
During the monthly Worldwide Chapter Meeting, you'll have the opportunity to join Carl in a deep dive into a particular subject, ask questions, share ideas, and gain inspiration from other advisors around the globe.
You'll receive a detailed Resource Guide at the end of each call. Written scripts, templates, and other tools you can use to grow and improve your business will be available periodically.
There are a limited number of seats available in The Membership so we can maintain a vision for a close gathering of Real Financial Professionals.
Seats are currently $147/month, and that number is going to go up. When you sign up, your original seat price is locked in for as long as you remain a Member.
And when you join, you get access to all past calls and resources.
Included in The Membership:
- Monthly Worldwide Chapter Meeting with Carl Richards (guest speakers are common).
- Group chat during each call, breakout rooms, Q&A.
- Access to a community of like-minded advisors.
- Detailed resources and show notes.
- A library of past call recordings.
Preview The Membership
Marketing for Real Financial Planning is an obligation
How many potential clients do you need?
How do I convert current clients to the new model I have now that I finished The Fellowship?
How can you build clients' trust in you before meeting them?
You have to charge enough for clients to take you seriously
In Summary:
1- Each month, Carl hosts a 90-minute Zoom call open to Members only. These calls are deep-dive tactical workshops, intentionally designed to help Real Financial Professionals build the businesses, client rosters, and skills of their dreams. Carl is often joined by guests to really get to the bottom of that month's topic.
2- All calls are recorded, and Members have access to all past calls as long as they remain Members. Monthly Chapter Meeting materials, including detailed show notes and the call recording, are delivered within two weeks after the live call.
3- A seat in The Membership is $147 per month. We have plans to increase that price soon, but as long as you’re a Member, you’ll keep your original seat pricing. No commitment. Cancel anytime.
Join this exclusive community of advisors today!
