The Advisor Edge with Chris Smith

Chris Smith
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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 relationships with language that resonates– Scale your firm and leadership impact without losing authenticityEach 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.)

Episodes

  1. 06/24/2025

    Questions That Close: Get the Second Meeting | #Sales – Ep. 02

    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-part sales call and the “micro-commitment” questions that quietly move people from curious to committed—without ever feeling salesy. Pulled straight from a live Advisor Edge session, you’ll discover: The single purpose of a discovery meeting (hint: it’s not “educate the client”)The 2-sentence frame that melts buyer resistance in under 30 secondsThree “Is staying the same an option?”-style prompts that spark action on the spotWhy discovery—not your dazzling pitch deck—actually makes the saleReal-world role-plays you can swipe word-for-word on your next Zoom callTimestamps 00:00 Cold open & episode set-up 02:05 Why most advisors talk themselves out of a sale 06:20 The 4 parts of every sales conversation 10:45 Live role-play: framing & the first micro-commitment 15:30 “Is staying the same an option for you?”—breaking status-quo bias 22:00 Flipping one-call closes into two-call wins (without losing momentum) 27:40 Q&A: applying the framework to different business models 30:55 Key takeaways & next steps Free resources Take the next step & book a no-cost PSBLTY sessionJoin us LIVE next time on the Advisor EdgeIf this conversation helped you book more second meetings, drop a quick ⭐️⭐️⭐️⭐️⭐️ rating— it’s the fastest way to help other planning-first advisors find the show. Until next time, keep asking questions that close!

    27 min

  2. 06/06/2025

    The 7-Word Statement: Stand Out, Move Up-Market | #Branding - Ep. 01

    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.” Pulled straight from a live Advisor Edge training, you’ll learn: Why leadership + language are the only real tools you controlHow to escape the commodity trap and become pre-eminent in your nicheThe 7-word “Who / What / How” exercise that makes prospects lean inReal-time coaching examples you can model todayTimestamps 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 Unlock the Clarity Code self-assessment toolJoin us LIVE next time on the Advisor EdgeIf this episode helped you sharpen your message, leave a quick ⭐️⭐️⭐️⭐️⭐️ rating—it’s the fastest way to help other planning-first advisors find the show. Until next time, keep building brands that stand out.

    27 min
  • 2 Episodes

About

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 authenticityEach 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.)

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