if you want advisors to win,

you bring us in

Chris Smith is the #1 speaker & trainer for financial advisors

who want to lead, differentiate, and grow their AUM.

Top RIA’s, Wholesalers, and IMO’s trust Christ Smith to teach advisors how to use language and leadership to stand out in a commoditized industry.

Nothing we teach is theoretical—and nothing moves the dial faster.

if you want your advisors to win

you bring us in

Chris Smith is the #1 speaker & trainer for financial advisors who want to lead, differentiate,

and grow their AUM.

"Speaking on stages to financial advisors in a relevant and relatable way is what I do. But helping them and their businesses step into possibility is who I am. Learn why I’m your event’s next speaker—and how I help you win in the process."

Speaking on stages to financial advisors in a relevant and relatable way is what I do. But helping them and their businesses step into possibility is who I am. Learn why I’m your event’s next speaker—and how I help you win in the process.

1,000+

AUDIENCES

1,000+

AUDIENCES

Recently, we had Chris Smith come in and speak to about a hundred of our very top clients, all enormously accomplished in their respective fields—and very discriminating when it comes to keynote speakers, because they’ve heard everybody. They were blown away. I was blown away. Chris delivered in an unbelievable way. He was funny, he was personable, he was transparent, he was profound. He just has a way of speaking and connecting with people that honestly make them love him. I’ve never seen our clients take so many notes and be so engaged. So if you’re considering Chris for a keynote speaker, honestly, you couldn’t do better. Hire him. He’s awesome.

Michael Hyatt

New York Times bestselling author & CEO of Full Focus

Recently, we had Chris Smith come in and speak to about a hundred of our very top clients, all enormously accomplished in their respective fields—and very discriminating when it comes to keynote speakers, because they’ve heard everybody. They were blown away. I was blown away. Chris delivered in an unbelievable way. He was funny, he was personable, he was transparent, he was profound. He just has a way of speaking and connecting with people that honestly make them love him. I’ve never seen our clients take so many notes and be so engaged. So if you’re considering Chris for a keynote speaker, honestly, you couldn’t do better. Hire him. He’s awesome.

Michael Hyatt

New York Times bestselling author & CEO of Full Focus

KEYNOTE TOPICS

Commodity Killer

Stop forcing your clients to shop on price! Unlock the secrets of supercharging your results by moving from commoditization to pre-eminence

What happens when you look the same, sound the same, and act the same as every other advisor out there? You’re invisible. Your best-fit clients can’t find you, and even if they do, they won’t know it.

In one of our most popular and effective presentations, attendees will learn the hidden dangers of commoditization and the costs accrued. They will understand the functional difference between being a commodity and being pre-eminent.

Next, they will learn how to move from one to the other, avoiding the common pitfalls that most advisors fall into making that transition. Finally, learning from real-world examples, they will discover the most powerful frameworks for tapping into their own authentic identity, setting them apart from an industry of “same” forever.

What Advisors Will Learn:

The most common rate-limiting factor of all advisors: sameness
The price of commoditization (invisibility, forcing their clients to shop on price, constantly chasing gimmicks and hacks, destruction of team culture)
The difference between commoditization and pre-eminence
How those differences manifest in every business
How to move from commoditization to pre-eminence
Why “outside-in” differentiation never works and what “inside-out” differentiation looks like
Real-world examples (in dollars) of what’s possible when advisors move from commodity to pre-eminence
Translating differentiation into action

THE CHOICE

Unlock the power of language and leadership to show up for clients and leads in an entirely new way that immediately sets you apart

That amazing “proprietary” investment methodology? Clients don’t care. That’s not just our opinion: it’s fact. The research is abundantly clear: individuals and families want more than PDF’s and pie charts. They want connection and leadership.

In this groundbreaking presentation, attendees will learn from a master of language the fundamental difference between showing up as an advisor and showing up like a leader. From there, we will dive deep into what modern clients want from their advisors and how those needs are changing.

Next, we will analyze the power of language and share proven frameworks that can be immediately implemented to create more powerful client meetings. Finally, using real-time role plays, advisors will leave empowered like never before to win dream clients and get more people saying yes.

What Advisors Will Learn:

The modern data behind what clients are looking for in their advisor (and what they’re not looking for)
Why the most intimate and impactful professional services industry in the world (financial planning) is also one of the most robotic and sterile
The difference between advice and leadership (using roleplays)
The importance of language in creation and differentiation
How to talk about what they do in a way that is as powerful as who they are
The difference between chasing and attracting with real-world examples of advisors who are mastering the latter with exponential results
How to make it easier for dream clients to say “yes”
Three proven power phrases they can use in any client conversation that will instantly differentiate themselves and improve their sales conversion
How to put all of it together to create the most powerful and meaningful client meetings they’ve ever had

moving Upmarket

Master the art of consistently finding, attracting and keeping affluent clients using our proven 5-step blueprint

There has never been a more compelling time for advisors to consider elevating their target audience. Upmarket provides a strategic roadmap for advisors who want to attract and retain HNW and UHNW clients.

In this powerful presentation, attendees will gain a deeper understanding of the benefits and real-world challenges of serving the ultra-affluent, what that audience really wants, and how moving upmarket will change the dynamics of their business.

Finally, we will review that proven 5-step blueprint for making themselves and their firm both irresistible and indispensable to a higher quality of lead.

What Advisors Will Learn:

How commoditization in the financial services industry is creating a “race to the bottom”
How technology is leveling the playing field and making investment strategies as a sales narrative obsolete
How moving upmarket changes the dynamics of your business, including revenue, overhead, and profit
How average client net worth is connected to the ability to create impact at scale
What separates the aspirational, the wealthy, and the ultra-affluent
What the data says about the ultra-affluent and what those individuals and families are really looking for in a financial advisor
The tough questions every advisor needs to answer as they consider taking the leap
The 5-step upmarket blueprint proven to attract and keep higher-net-worth clients

Playing to Win

Create an exponential leap in business results by leveraging the same performance mindsets used by the most successful athletes, artists, and business leaders of our time

What separates the top 1% of advisors from everyone else? It’s not more advanced tools and products. It’s not more certifications. It’s not their pedigree or the country club they belong to. It’s how they think about every part of their business.

In this presentation, we’ll be diving deep into the culture of performance. First, we present and dissect what modern neuro and behavioral science tells us about high performers.

Next, we look at the three ways advisors choose to “play the game” (playing not to lose, playing to play, and playing to win), and why those mindsets persist. From there we move to assessment, helping attendees quantify performance in the 5 most critical areas of their business, and finally, we culminate in actionable takeaways every advisor can use to level up their results.

What Advisors Will Learn:

The difference between the three fundamental ways every advisor chooses to “play the game”
What modern performance science tells us about high performance
Why advisors default to playing not to lose and playing to play and the prices they pay
The connection between how they play the game and the culture and team they ultimately create, from hiring to compensation and beyond
How to measure their performance and mindset around the 5 most critical parts of their business
How to maximize their ROI by identifying the lowest performing areas of their business
Real-life examples of advisors and firms who identified their lowest performing areas, how they leveled up, and the impact it created
Three immediate, actionable takeaways they start implementing in their business today that will generate results

the 8th wonder of the world

Drive consistent, compounding business growth by investing in the most valuable asset in your business: your brand

What's the difference between building a business and building a brand? Everything! As Albert Einstein once proclaimed, compounding interest is the 8th Wonder of the World.

In this powerful presentation, attendees will transcend beyond trite definitions of brand to create a compounding value machine that will separate them from the competition. Together with our world-renowned brand expert, advisors will master the fundamentals of a powerful brand that's bigger than their industry.

What Advisors Will Learn:

The difference between brand and branding (and why that distinction matters)
The unique reasons advisors and the financial industry struggle with brand
The many ways that brand impacts every part of an advisor's business
The compounding effects of brand over time and on the future value of their business
Evaluate the markers of an effective brand with examples (good and bad)
How to quantify the efficacy of their own brand
How to leverage their brand as the ultimate safeguard against rising commoditization in the financial advisor industry
The Brand Code: how to implement the 5 pillars of a powerful, profitable brand

Experience chris

BOOK CHRIS

KEYNOTE TOPICS

Commodity Killer

Stop forcing your clients to shop on price! Unlock the secrets of supercharging your results by moving from commoditization to pre-eminence

What happens when you look the same, sound the same, and act the same as every other advisor out there? You’re invisible. Your best-fit clients can’t find you, and even if they do, they won’t know it.

the choice

Unlock the power of language and leadership to show up for clients and leads in an entirely new way that immediately sets you apart

That amazing “proprietary” investment methodology? Clients don’t care. That’s not just our opinion: it’s fact. The research is abundantly clear: individuals and families want more than PDF’s and pie charts. They want connection and leadership.

Moving Upmarket

Master the art of consistently finding, attracting and keeping affluent clients using our proven 5-step blueprint

There has never been a more compelling time for advisors to consider elevating their target audience. Upmarket provides a strategic roadmap for advisors who want to attract and retain HNW and UHNW clients.

playing to win

Create an exponential leap in business results by leveraging the same performance mindsets used by the most successful athletes, artists, and business leaders of our time

What separates the top 1% of advisors from everyone else? It’s not more advanced tools and products. It’s not more certifications. It’s not their pedigree or the country club they belong to. It’s how they think about every part of their business.

the 8th wonder of the world

Drive consistent, compounding business growth by investing in the most valuable asset in your business: your brand

What's the difference between building a business and building a brand? Everything! As Albert Einstein once proclaimed, compounding interest is the 8th Wonder of the World. In this powerful presentation attendees will transcend beyond trite definitions of brand to create a compounding value machine that will separate them from the competition. Together with our world-renowned brand expert, advisors will master the fundamentals of a powerful brand that's bigger than their industry.

Experience chris

BOOK CHRIS

Leaders Love To Engage...

The Possibility Paradox

Keeping your options open as a business seems like the right path. But too many possibilities is a fast path to slow growth.

The Funnel Dilemma

Many business owners believe they need to amplify their message and get more leads to win. But there’s another way.

Leaders Love To Engage...

The Possibility Paradox

Keeping your options open as a business seems like the right path. But too many possibilities is a fast path to slow growth.

The Funnel Dilemma

Many business owners believe they need to amplify their message and get more leads to win. But there’s another way.

TOPIC

READY

Your stage is my habitat. Virtually or in-person, I bring relatable and actionable insights to help financial advisors, firms, and teams navigate today’s challenges and seize tomorrow’s opportunities. My keynotes aren’t just inspiring—they’re designed to deliver measurable results for your business and your clients.

Business

Differentiation

Prospecting

Retention

Scaling

Leadership

Systems

Marketing

Referrals

And more...

Personal

Identity

Commitment

Marriage

Parenting

Spirituality

TOPIC

READY

Your stage is my habitat. Virtually or in-person, I bring relatable and actionable insights to help financial advisors, firms, and teams navigate today’s challenges and seize tomorrow’s opportunities. My keynotes aren’t just inspiring—they’re designed to deliver measurable results for your business and your clients.

Business

Differentiation

Prospecting

Retention

Scaling

Leadership

Marketing

Referrals

And more...

Personal

Identity

Commitment

Marriage

Parenting

Spirituality

About Chris

Chris Smith, CEO of The PSBLTY Co., is a master storyteller and influential speaker renowned for his ability to ignite passion and drive transformation. With roots deeply embedded in the rich tapestry of Arizona’s pioneering spirit, Chris combines his heritage of storytelling with a profound understanding of business growth and personal development.

For a complete media kit as you prepare for Chris to speak at your event, simply email [email protected] and request the latest version, including bios, photos, social media handles, logos, and more.

About Chris

Chris Smith, CEO of The PSBLTY Co., is a master storyteller and influential speaker renowned for his ability to ignite passion and drive transformation. With roots deeply embedded in the rich tapestry of Arizona’s pioneering spirit, Chris combines his heritage of storytelling with a profound understanding of business growth and personal development.

For a complete media kit as you prepare for Chris to speak at your event, simply email [email protected] and request the latest version, including bios, photos, social media handles, logos, and more.

Innovative solutions to move your business

forward.

Financial Institutions

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Network

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Advisors

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Tax Profesionals

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We will bring you to the next level of bussiness.

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We Help You to Skill Up

Let's talk about opportunities.

Popular Lessons

Secret of Successful Teamwork

Management

Growth up Business with Brand

Branding

Secret of Successful Teamwork

Management

Simple Steps to Success

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Consultation

Choose Services

Join Classes or Workshop

Transformation Completed

What client say about us

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and typesetting industry. Lorem Ipsum has been

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Darcel Ballentine

Barone LLC.

Lorem Ipsum is simply dummy text of the printing

and typesetting industry. Lorem Ipsum has been

he industry's standard dummy text ever since the

1500s, when an unknown printer took a galley of

type and scrambled.

Darcel Ballentine

Barone LLC.

FAQs

What is the cost to book Chris Smith as a speaker?

Chris Smith is available for both paid and unpaid speaking opportunities.

How far in advance should we book Chris?

We recommend booking at least 2 months in advance to secure availability and allow ample time for preparation and customization.

What is the preparation timeline for a virtual or in-person event?

For virtual events, we require at least 1 week to finalize technical details and review content. For in-person events, we ask for a minimum of 2 weeks to accommodate logistics and preparation.

Are there any additional requirements or considerations?

For virtual events, ensure you have a reliable platform and technical support. For in-person events, we require information on AV equipment, room setup, and any specific logistical details to ensure a smooth experience.

Can Chris provide customized materials or handouts for our event?

Yes, Chris can provide customized materials or handouts upon request. Please inform us of your requirements at least 2 weeks before the event.

FAQs

What is the cost to book Chris Smith as a speaker?

Chris Smith is available for both paid and unpaid speaking opportunities.

How far in advance should we book Chris?

We recommend booking at least 2 months in advance to secure availability and allow ample time for preparation and customization.

What is the preparation timeline for a virtual or in-person event?

For virtual events, we require at least 1 week to finalize technical details and review content. For in-person events, we ask for a minimum of 2 weeks to accommodate logistics and preparation.

Are there any additional requirements or considerations?

For virtual events, ensure you have a reliable platform and technical support. For in-person events, we require information on AV equipment, room setup, and any specific logistical details to ensure a smooth experience.