Feeling lost in the industry? Turns out, this helps.

Описание: Greetings, Carl Richards here.

When I asked Members of The Society of Advice why they are here, one of the financial advisors in the group told me this:

"I'm here for the community—these are my people. I'm here for Carl—your views completely changed how I think about planning. Empathetic hugs and the occasional punch to the face. I am here for drift protection—these monthly calls keep me anchored to why I do this work (and push me to keep evolving). Appreciate you all. Keep on!"

I love this idea of the monthly meeting as an anchor. ⚓

There’s something symbolic about it. Coming back once a month to reset, to remind ourselves of the work we actually do, and to be around people who get it.

Because let’s be real… sometimes in “advisor land,” it’s easy to feel a little lost. A little queasy.

Why am I even here?

But once a month, we show up. We get reminded. We get refreshed. We get reinvigorated.

And we leave excited to keep doing the work.

This is exactly why we do this. 🙌

The Society of Advice is for advisors who value freedom. This is where hundreds of intentional advisors go each month to connect and get answers.

The Society of Advice is a community of advisors who get it—people who want to think deeply, challenge themselves, and do meaningful work.

Each month, we tackle a handpicked topic (chosen by me) designed to help you cut through the noise and focus on what really matters in your practice and life.

These aren’t just cookie-cutter workshops. They’re a space to step back, get clarity, and connect with others who are asking the same big questions.

No fluff, no distractions. Just real conversations with people who understand the work you do.

If that sounds like the kind of place you’ve been looking for, join us risk-free to see if it's for you.

Your free 30-day trial includes full access to the next workshop (and the replay, if you can’t make it live) plus everything else The Society of Advice offers.

Sign up for your 30-day free trial here:
👉 https://thesocietyofadvice.com/

See you at the next workshop.

-Carl