Chris Smith

Founder, PSBLTY | Speaker | I help committed financial advisors move Upmarket through brand differentiation, sales mastery, and team performance

[Chris Smith @iampsblty]

Most advisors are waiting for permission to ask for the referral.
The permission will never come.
Build the trust.
Then ask.

[Chris Smith @iampsblty]

I showed up at a guy's house one night and handed him a book.
Turns out he was a financial advisor.
His strategy for growing his business?
Sit in his office terrified and hope it happens.
Boldness is not a personality type.
It's a decision.

[Chris Smith @iampsblty]

Culture is a practice.
Not a destination.

You have to decide to build it now.

[Chris Smith @iampsblty]

The future of this profession doesn't belong to the busiest advisor.
It belongs to the one who is chosen.
You are not here to blend in.
You are here to be chosen.

[Chris Smith @iampsblty]

The difference between competing and being chosen?

Clarity.

Comment TOOLKIT below and I'll send you the resource on exactly how to build it.

[Chris Smith @iampsblty]

Your team isn't underperforming because of a skill problem.
It's a clarity problem.
Culture is not a vibe.
Culture is clarity.
Be that leader.

[Chris Smith @iampsblty]

You will never outperform your identity.
Your identity is your lid.
The work starts on the inside.
Elevate your identity, and the business will follow.

[Chris Smith @iampsblty]

When you shy away from boldness in an effort not to make it about you...

You are the only person you make it about.
Your boldness isn't about you.

It's about serving the person in front of you.

[Chris Smith @iampsblty]

$100T in wealth transfer. 50% of heirs ready to switch advisors. 3 to 5% net new organic growth.

The math doesn't lie. It's all out there for the taking.

Ready to move? https://t.co/RJcc0ZzeQQ

[Chris Smith @iampsblty]

We've served thousands of advisors.

The difference between those who move upmarket and those who don't is almost never skill.

It's boldness.

Sales is leadership. Leadership requires courage.

Courage is a skill, and it can be trained.

It's time to stop playing small.

[Chris Smith @iampsblty]

20 years of marriage has taught me this:

The best things in life require the most patience.

Nothing worth building happens fast.

Not a business.
Not a family.
Not a legacy.

Don't be so busy building a business that you forget to build a life.

[Chris Smith @iampsblty]

AI won't replace financial advisors.

It will replace the forgettable ones.

Brand isn't a luxury anymore. It's a survival strategy.

[Chris Smith @iampsblty]

Moving upmarket isn't about chasing wealthier clients.

It's a commitment to leveling up in every area of your business — your brand, the way you sell, and the way you serve.

That's what we build at PSBLTY.

https://t.co/2hguENycSU

[Chris Smith @iampsblty]

$105 trillion is transferring over the next 20 years. 52% of heirs won't keep their parents' advisor. Your clients' kids are going to Google you. If your brand looks like everyone else's, they're moving on.

[Chris Smith @iampsblty]

Just wrapped an incredible time in Denver at the Fearless Investing Summit by Nitrogen, and I'm still fired up. 🔥

It was an honor to share the stage alongside so many other incredible speakers!

If you're still in Denver, come by the PSBLTY booth and say hey.

#FIS26

[Chris Smith @iampsblty]

You are not competing with other advisors.
You are competing with every premium brand your client has ever experienced.

If your site looks like 2014 and your identity could be anyone, you are failing the first test.

Visual identity is not vanity. It is the filter for trust.

[Chris Smith @iampsblty]

The question most advisors are afraid to ask:

"What would need to be true for you to move forward today?"

Not "let me know what you think."
Not "I'll send over a proposal."

Boldness isn't aggression. It's clarity.

[Chris Smith @iampsblty]

You're never talking to just one person.

You're talking to their kids. Their grandkids. Generations.

The ripple effect of what you do is massive.

It's not just about the difference you make for the person in front of you.
It's about the difference the difference makes.

[Chris Smith @iampsblty]

Your culture isn't what's written on the wall.

It's what you're intentionally cultivating every day.

Make it real. Make it repeatable. Then—and only then—it becomes reinforceable.

#culture #leadership #moveupmarket