
Hosted by Carl Richards · EN

The impact I hope to have on the world with Kaysian Gordon, Wealth AdvisorTo learn more about the Society of Advice, go to https://www.thesocietyofadvice.com

My biggest inspiration with Jeff Brown, PresidentTo learn more about The Society of Advice, go to https://www.thesocietyofadvice.com

My 3 years from today vision with Terence Tobin, Family Focused Financial Planner.To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com

The impact I hope to have on the world with Scott Frank, Founder.To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com

My 3 years from today vision with Mark Newfield, Advisor.To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com

The question that spurs the most thoughtful response with Stephanie McCullough, Founder, Sofia Financial.To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com

How I dealt with failure with Jeremy Walter, CERTIFIED FINANCIAL PLANNER.To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com

My most passionate declaration of the Fellowship with Paula Harris, Co-founder and principal.To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com

My most passionate declaration of the Fellowship with Heather Hooper, Chief Retirement Officer/Fiduciary Plan Advisor (aka retirement nerd).To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com.

My unfair advantage with Valerio de Stasio, Founder & Senior Partner at Meridian - RIA.To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com.