Mastering Sales and Referrals: The System for Converting Trust into Consistent Growth
Includes a Live Web Event on 09/16/2026 at 12:00 PM (MDT)
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- Non-member - Free!
- Member - Free!
Learn a practical, proven enrollment framework for transforming sales and referrals from occasional wins into a repeatable growth engine. Most advisors know growth matters. Fewer know how to create it consistently. The strongest advisors don't rely on chance, charisma, or market conditions. They rely on intentional conversations, proven systems, and repeatable behaviors that turn trust into action.
Competency Level: Foundational
FPA Competency: Critical Thinking, Client Care & Communication
CFP Board Topic: Professional Conduct & Regulation
CFP Board CE Credit Hours:
By the end of this presentation, participants will be able to:
- Frame a discovery meeting
- convert first meetings into second meetings
- and how to generate more consistent referrals
Chris Smith
Founder and CEO
PSBLTY
Chris Smith is the founder and CEO of PSBLTY and one of the financial advisory industry's leading voices on growth, leadership, and advisor development. A former top-producing commercial real estate broker, Chris helps advisors differentiate their brands, strengthen sales, build high-performing cultures, and move upmarket. Over the past decade, he has coached thousands of advisors and partnered with firms ranging from independent practices to some of the largest enterprises in financial services. Known for his authentic storytelling and practical frameworks, Chris equips audiences with the clarity, conviction, and leadership needed to create meaningful, lasting growth.
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