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