The Advisor Edge with Chris Smith
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 relationships with language that resonates
– Scale your firm and leadership impact without losing authenticity
Each episode mixes rapid‑fire solo insights, live training replays, and case‑study conversations—giving you actionable branding and growth systems you can implement today.
Our mantra: Building brands is what we do, but liberating leaders is who we are.
Ready to join the movement? Hit follow and start sharpening your Advisor Edge.
(A podcast for financial advisors, RIAs, and planning‑first firms.)
The Advisor Edge with Chris Smith
The 7-Word Statement: Stand Out, Move Up-Market | #Branding - Ep. 01
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.”
Pulled straight from a live Advisor Edge training, you’ll learn:
- Why leadership + language are the only real tools you control
- How to escape the commodity trap and become pre-eminent in your niche
- The 7-word “Who / What / How” exercise that makes prospects lean in
- Real-time coaching examples you can model today
Timestamps
00:00 Intro & episode set-up
02:10 Chris’s journey from advisor to coach
06:15 Leadership vs. Advice—the difference that differentiates
10:30 The “best-kept secret” problem
14:45 Walk-through: crafting your seven-word differentiator
20:40 Live coaching hot seat (mortgage-broker example)
23:30 Key takeaways & next steps
Free resources
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