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 high and ultra-high-net-worth clients.
Chris Smith
Chris' story begins in Arizona, as a cowboy, surrounded by storytellers, soaking up wisdom that couldn’t be found in books. It was there, under vast desert skies, that Chris learned a fundamental truth: words create worlds. As the founder of The PSBLTY Co., Chris serves as the #1 speaker and trainer for financial advisors who want to lead, differentiate, and grow their AUM. What sets Chris apart is his commitment to being relevant, recognizable, and relatable—a personal manifesto that guides everything he does. His approach naturally attracts heart-centered, mission-focused advisors who care more about planning than products—professionals determined to do what's right for their clients. He helps these advisors break free from commoditization and move toward preeminence, teaching them to use language and leadership to stand out in an industry of "same." Through his guidance, advisors stop forcing clients to shop on price, master the art of attracting affluent clients, and create exponential leaps in business results—nothing theoretical.