Real Financial Advisors


And when I say that, I want to be clear I’m talking specifically to you! Your value—the work you do as a financial advisor—has never been greater or more needed than it is today.

I know sometimes it feels like that isn’t the case because of the noise of the traditional financial services industry, the financial pornography networks, the cool kids with their robo-toys, and all the other distractions. It’s easy to doubt the value of your work.

On top of that, no one knows you exist! I’ve spent the last 20 years telling people about you. And when I tell them, they often look at me like I’m describing creatures from a fairy tale rather than financial planners. But they need you. They’re anxious, they’re worried, they don’t know where to turn. And you are the solution to that. 

So I want you to know that your value has never been greater. You’re changing the world. But more people need to know you exist.

That’s why I created The Society of Advice. I created it to remind you of the value of the work that you do. It’s my attempt to take everything I’ve learned in the last 20 years and put it into an experience that helps you act on what you already know… that your work is valuable and there are people out there who need you.

 All you have to do now is get an invite.


Real Financial Advisors