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Build a brand that stands out—so you can move up‑market, attract ideal clients, and make a bigger difference. Welcome to The Advisor Edge, the weekly show for planning‑first financial advisors and wealth‑management leaders who refuse to sound like everyone else. Host Chris Smith—former advisor and CEO of The PSBLTY Co.—shares battle‑tested frameworks, candid stories, and real‑world interviews that help you: – Craft a magnetic brand narrative your dream clients can’t ignore – Win higher‑value ...
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Send us a text The days of talking at prospects for 45 minutes and hoping they’ll beg to work with you are over. Today’s top-performing advisors let the right questions do the closing—and they walk out of the first meeting with a locked-in second call (or a “no thanks” that frees up their calendar). In this episode, Chris Smith breaks down the four…
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Send us a text The industry doesn’t need more advisors handing out generic advice—it needs leaders who communicate with language that transforms. In this episode, Chris Smith shares the simple seven-word framework he’s used to help RIAs and wealth-management firms move up-market, win higher-value clients, and stop being the “best-kept secret.” Pull…
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