Your Unfair Advantage in Winning HNW Clients
A two-hour live workshop for advisors ready to grow beyond the mass affluent market.
Free for the first cohort only. Every workshop after May 28 is a paid program.
What You'll Learn
The three pillars that separate a $250K advisor from a $5M advisor: Brand, Sales Mastery, and Performance Culture. Why most advisors stall at the second pillar.
How to lead a HNW discovery meeting using Clarity, Consistency, Conviction, and Commitment. The exact framework Chris teaches elite advisors.
A live exercise to write your category-of-one positioning statement before the workshop ends. You leave with the sentence that anchors your next ten prospect conversations.
Watch a complex household get mapped in real time, which includes business owner, multi-generational wealth, and multiple entities. See how the visual changes what the prospect understands and what they're willing to commit to.
Ask Adam and Chris anything. The hard questions are welcome.
This is built for you if:
You're a growth-oriented advisor (RIA, hybrid, or IBD) who wants to move upmarket into business owners, complex households, and multi-generational wealth
You see yourself as a teacher and a guide, not a product pusher
You want to lead conversations, not just deliver advice
You're tired of growing in a segment you've already maxed out
This is not for you if:
You're looking for portfolio construction tactics
You want a sales script and nothing else
You're not willing to change what your first prospect meeting looks like
Your Instructors
Founder & CEO, Asset-Map
Adam spent 25+ years as a top-producing financial advisor before founding Asset-Map. He built his wealth management firm to over $1.2B in AUM by reimagining the advisor-client conversation. Today, Asset-Map is used by thousands of advisors across RIAs, broker-dealers, banks, and insurance firms, with over 2 million people and $3.4 trillion in financial instruments mapped.
Founder, PSBLTY
Speaking to financial advisors in a relevant and relatable way is what I do. But helping them and their firms step into possibility is who I am. Chris Smith and the PSBLTY team help financial advisors move upmarket through brand differentiation, sales mastery, and performance culture.
The Format
No recordings of past sessions. No pre-recorded content. Live teaching, live Q&A, live exercises.
Live capacity is limited so the Q&A stays real.
The workshop teaches the system. What you do with it is up to you.
First cohort only. Confirmed attendees only receive the replay.
Most advisor webinars are 45 minutes of content and 15 minutes of pitch. This is a two-hour working session. You'll write, map, and frame conversations live alongside hundreds of other advisors.
By the end, you'll have:
Yes. Confirmed attendees of the live session only receive the recording. Future cohorts will not include recordings as part of the standard registration.
Both. The frameworks scale from solo practices to enterprise advisory teams. If you’re registering a team, contact us at for group access.
No. The workshop is open to any growth-oriented advisor.
Register anyway. Confirmed registrants receive the recording.
No. The workshop teaches the system. Asset-Map and PSBLTY both offer ongoing programs, but those are mentioned briefly at the end and entirely optional to explore.
Final Call
Live seats are capped. Recording included for confirmed attendees only.