DISCOVER what makes you different
The "Differentiation Toolkit" - our gift to help YOU stand out, attract your ideal clients, and grow your firm.
YOUR VISION
Your growth
YOUR POSSIBILITY
My name is Chris Smith, the CEO of PSBLTY, and we don't just support financial advisors. We fight in the trenches to help them differentiate & dominate their markets.
We see what others miss: you're not just a financial advisor. You're a visionary leader shaping the future of wealth & legacy for generations to come. Now, it's time to live it out & let the world know...
That’s where the "Differentiation Toolkit" comes in.
you're not just another financial advisor...
but you feel invisible
You know your craft. You deliver results. You change lives. Unfortunately,
the market doesn’t see you that way. Instead, you too often find yourself…
- Feeling like a well-kept secret
- Struggling to communicate your value
- Sounding like every other advisor
- Missing out on high-value clients
- Chasing the next ideal client
- Waiting for your team to lead
What if you could begin to articulate your unique value, attract ideal clients,
and position yourself as the go-to expert in your space?
You're in the right place
The Differentiation Toolkit is built for advisors who refuse to be overlooked - those who are read to step up, stand out, and lead others. Make sure the world knows your name.
what's inside the differentiation toolkit
The Language Elevation Glossary
Speak with clarity, confidence, and impact.
The Differentiation Scorecard
Identify gaps in your brand strategy and improve positioning.
The Audience Persona Builder
Define who you serve best and craft messaging that resonates.
The Practical Innovator’s Guide
Align your business with what truly matters to your clients.
The Cheat Code Creator
Create bold, memorable messaging that makes you unforgettable.
This isn’t just about being different—it’s about branding YOU to make a difference.
REAL Advisor RESULTS
Impossible to ignore
"In the ten months we’ve been working with The PSBLTY Co., we’ve doubled our business. From uncovering our true identity to attracting and closing our ideal clients using their frameworks, we’re really just scratching the surface and can’t wait for what’s to come."
Konvergent Wealth Partners
"Working with The PSBLTY Co. not only helped me uncover my authentic identity but also gave me the courage to share it with the clients I felt most called to work with. I was able to bring on the two largest clients in the history of my firm in one month!"
Vision Private Wealth
"In the past 2 months, I have had 11 high-net-worth prospects come to me to do business. This is the first time in my business my ideal clients are pursuing me. I am more bold and direct than I have ever been. We have a 35% increase in revenue over a 6-month period."
Edward Jones
"The PSBLTY Co. has an uncanny ability to broaden your mind, guiding you to unlock the tools to achieve possibilities and overcome limitations. Our firm’s trajectory prior to and subsequent to our work highlights their positive influence on me and our firm."
Erwin & Marcus, P.C.
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.
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
Upmarket
Learn how to consistently find, attract and keep higher net worth clients. Discover who to approach and what to say as you access the tried and true blueprint to becoming THE preeminent advisor in your area!
Power Couple
(Leadership & Language)
Learn how to speak so that people listen. Open your eyes to the only two things that you actually have to distinguish yourself. Unpack the massive distinction between being an advisor versus a leader!
Commodity Killer
(Your brand story)
Learn why it’s worth your weight in gold to identify and articulate your story. Stand out through bold and authentic branding in a way that DIFFERENTIATES you in a sea of commoditized advisors.
Playing to Win
(Mastering Sales)
Learn how to enroll (WAY) more business and do it with a totally unique and effective approach! Guaranteed to remove both the pressure and the constraints, and even make selling fun again!
Experience chris
KEYNOTE TOPICS
Upmarket
Learn how to consistently find, attract and keep higher net worth clients. Discover who to approach and what to say as you access the tried and true blueprint to becoming THE preeminent advisor in your area!
Power Couple
(Leadership & Language)
Learn how to speak so that people listen. Open your eyes to the only two things that you actually have to distinguish yourself. Unpack the massive distinction between being an advisor versus a leader!
Commodity Killer
(your brand story)
Learn why it’s worth your weight in gold to identify and articulate your story. Stand out through bold and authentic branding in a way that DIFFERENTIATES you in a sea of commoditized advisors.
Playing to win
(mastering sales)
Learn how to enroll (WAY) more business and do it with a totally unique and effective approach! Guaranteed to remove both the pressure and the constraints, and even make selling fun again!
Experience 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.
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 communicator and trusted leader to top financial professionals. Known for his ability to cut through the noise, Chris helps advisors break free from commoditization, stand out with confidence, and transform the way they attract and serve high-net-worth clients.
Blending the art of storytelling with real-world business strategy, Chris equips advisors with the language, leadership, and mindset needed to create lasting impact—both for their clients and their firms.
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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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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What client say about us
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and typesetting industry. Lorem Ipsum has been
he industry's standard dummy text ever since the
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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.
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.
Chris's calendar for 2025 is filling up fast.
Let's discuss how we can impact your firm's
advisors and leadership team
Chris's calendar for 2025 is filling up fast. Let's discuss how we can impact your firm's advisors and leadership team
We Help You to
Skill Up
Let's talk about opportunities.
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