stop pitching start leading

Download the free Enrollment Narrative Tool that top financial advisors use to stand out, build trust, and enroll MORE of their best clients.

You’re in the right place

The Enrollment Narrative Tool is built for advisors who refuse to be overlooked—those who are ready to step up, stand out, and lead others. Fill out a few quick questions to unlock growth:

what’s inside

With this Enrollment Narrative Tool, you’ll learn:

High trust client conversations
Turn first meetings into meaningful connections.

Total differentiation
Stop blending in, start standing out.

A repeatable enrollment framework
Nine proven steps that guide prospects to commitment.

Aligned long term clients
Stop chasing and start attracting best fit relationships.

Experience

the shift

LESS
transactional

⊖ Chasing clients
⊖ Competing on price
⊖ Generic messaging
⊖ Growth by chance
⊖ Playing small

more
transformational

⊕ Attracting clients
⊕ Delivering more value
⊕ Powerful positioning
⊕ Growth on purpose
⊕ Playing to win

Real Results

Growth you can see. Impact you can measure.

2.2x

Close rate

3.4x

AUM

6.8x

Client referrals

In just a word,

Boldness

…But don’t take our word for it

  • In the ten months we’ve been working with The PSBLTY Co., we’ve doubled our business. From uncovering our true identity to attracting and closing our ideal clients using their frameworks, we’re really just scratching the surface and can’t wait for what’s to come

    Homer Smith IV
    Konvergent Wealth Partners

  • PSBLTY allowed myself and our firm to uncover and articulate the through line of my life and message which is FREEDOM and living NOW. This is our greatest differentiating factor and I believe we now have the story and messaging that captures what we do in a way that is as powerful as what we actually do. It allows us to stand out and differentiate ourselves in a very commoditized, crowded industry. Also, it allowed everyone on my team to see how their life and story is connected to what we stand for as a firm.

    Scott Ford
    Carson Wealth Management

  • Working with The PSBLTY Co. not only helped me uncover my authentic identity but also gave me the courage to share it with the clients I felt most called to work with. I was able to bring on the two largest clients in the history of my firm in one month!

    Lan J. Shaw
    Vision Private Wealth

  • The PSBLTY Co. has an uncanny ability to broaden your mind, guiding you to unlock the tools to achieve possibilities and overcome limitations. Our firm’s trajectory prior to and subsequent to our work highlights their positive influence on me and our firm.

    John S. Erwin
    Erwin & Marcus, P.C.

  • I have been a Financial Advisor for about 25 years. When people asked me what I did for a living… I always disliked saying, ‘I am a financial advisor’ or ‘I manage money’ or ‘I work with money.’ So, after listening to Chris at one of my meetings speak about developing your own personal story which comes from your heart as well as your mind, I decided to go to Gilbert AZ for a session with him. Well after 25 years I finally have the right story for ‘What do you do?’ It is all about who you are as a person. My values are now my message. I am now re-designing all of my messaging content. To say the least it feels great! If your story/message is important to you… I would highly recommend PSBLTY. I feel like some magic occurred during my time with PSBLTY. Again, my advice… don’t delay, you won’t be sorry.

    Mark Aho
    Mark Aho Financial Group

Possibility Exists

Limitation is Created