Playing to Win

Chris Smith
POSBLTY
 

Create an exponential leap in business results by leveraging the same performance mindsets used by the most successful athletes, artists, and leaders of all 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 dive 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 five most critical areas of their business, and finally, we culminate in actionable takeaways every advisor can use to level up their results.

You will learn:

• The difference between the three 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

• How to measure performance and mindset around the five key areas of business
  

• How to maximize your ROI by identifying the lowest performing areas of your 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 to start implementing in your business today that will generate results

Additional Information:

Upon registration, you will receive a confirmation email from NAIFA as well as a separate email from Zoom with your link to join the webinar.

This webinar will be recorded. NAIFA Live recordings can be found here. All webinar recordings can be found here. 

About the Presenter

Chris Smith

Chris Smith’s story begins in Arizona, where his family was among the first to settle the wild and beautiful land. He grew up a cowboy, surrounded by storytellers, where he learned a fundamental truth: words create worlds. His journey to wealth management wasn't planned. As a top-producing commercial real estate broker, Chris outperformed seasoned veterans not because he knew the most about properties, but because he understood people. Upon entering the industry, he immediately saw what others missed: advisors weren't struggling because they lacked knowledge. They were struggling because they lacked leadership. This insight was personal. Having witnessed how wealth dissolves across generations, including in his own family, Chris recognized the devastating consequences beyond financial loss. The statistics are stark: 90% of generational wealth disappears by the third generation, leaving broken families in its wake. That is why this isn't just business for Chris. It is legacy work. After transforming one wealth management firm's approach from technical expertise to authentic leadership, in just two years they were bringing in as many assets monthly as they had previously achieved annually. Chris recognized a profound opportunity: financial advisors, with their intimate connection to families and wealth, could create generational impact far beyond investment returns. 

PSBLTY was born from this vision. As founder, Chris serves as the number one speaker and trainer for financial advisors who want to lead, differentiate, and grow their AUM. His commitment to being relevant, recognizable, and relatable guides everything he does and naturally attracts heart centered, mission focused advisors who care more about planning than products and are determined to do what is 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, attract more affluent clients, and create exponential growth in business and in life. “Advisors give advice,” Chris explains. “Leaders create transformation.” He often returns to a favorite Mark Twain quote: “The two most important days in your life are the day you were born and the day you find out why.” Chris found his why, to awaken financial leaders to what is actually possible. When advisors master language and leadership, possibility is not just a name. It is the foundation of everything they build for generations to come.