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  • The 7-Word Statement: Stand Out, Move Up-Market | #Branding - Ep. 01
    2025/06/06

    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 control
    • How to escape the commodity trap and become pre-eminent in your niche
    • The 7-word “Who / What / How” exercise that makes prospects lean in
    • Real-time coaching examples you can model today

    Timestamps

    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 tool
    • Join us LIVE next time on the Advisor Edge

    If 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.

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