Explore every episode of the podcast The Advisor's Fuel Podcast with Adam Koos
| Title | Pub. Date | Duration | |
|---|---|---|---|
| The Planning Framework Behind Every High-Performing Advisor | 22 Sep 2026 | 00:19:51 | |
In this episode of The Advisor's Fuel, Adam Koós breaks down why financial advisors build detailed plans for every part of a client's financial life, retirement income, tax strategy, insurance, estate planning, and almost never do it for themselves. Adam walks through the four-part planning framework he revisits every year: values, vision, mission, and goals. He shows how to rank what actually matters, audit where your time really goes, and turn big personal and business goals into a plan you'll actually execute instead of just talk about. Whether you're a solo advisor trying to get out of reactive mode, a practice owner scaling a team, or a CEPA-credentialed advisor guiding business owners through their own planning, this episode gives you a process to start with. Episode Timestamps [00:00] Welcome to the show [01:03] Why "winging it" catches up with advisors [02:05] The planning framework, built like a house: values, vision, mission, goals [04:00] Ranking your top values and auditing where your time actually goes [08:00] The "perfect day" exercise: designing your ideal life 5, 10, and 20 years out [13:00] Turning goals into a business plan (and the income-to-hourly-rate math) [17:00] An old-school trick for making your goals stick Key Takeaways 💡 Advisors build detailed plans for every part of a client's financial life, but almost never for their own. 💡 The framework works like building a house: values are the foundation, vision is the framing, mission is the finish work, and goals get the car out of the driveway. 💡 Ranking your top values and comparing them to your actual calendar exposes the gap that leads to burnout. 💡 The "perfect day" exercise only works if you get specific, down to what you smell when you wake up and what you eat for breakfast. 💡 Big goals only become real once you break them down from a 3-year target into a 1-year, quarterly, and weekly plan. 💡 What you're willing to give up matters as much as what you're trying to gain. Key Quotes 🗣 "We plan everything for our clients, but we rarely plan for ourselves." 🗣 "Whatever it is you want in life, you have to be willing to give up something of equal or greater value to get it." - Matt Halloran, quoted by Adam 🗣 "The truth is that the top 5% make the time to plan these things, because if they don't plan it, it's not gonna happen." Connect With Adrenaline Advisor Facebook: https://facebook.com/adrenalineadvisorconsulting Instagram: https://www.instagram.com/adrenaline.advisor Threads: https://www.threads.com/@adrenaline.advisor LinkedIn: https://www.linkedin.com/company/adrenaline-advisor-consulting/ TikTok: https://www.tiktok.com/@adrenalineadvisor YouTube: https://www.youtube.com/@AdrenalineAdvisor Email: info@adrenalineadvisor.com Website: www.adrenalineadvisor.com Connect with Adam Koos: Adam Koos, CFP, CMT, CFTe, CEPA LinkedIn: https://www.linkedin.com/in/adamkoos Website: https://www.adrenalineadvisor.com
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| Niche Positioning for Financial Advisors: How to Stop Chasing Prospects with Natalie Hales | 25 Aug 2026 | 00:29:26 | |
Most advisors are good at what they do. The problem is their brand does not show it. Their website, their message, and their pitch sound like every other advisor down the street, so prospects have no real reason to lean in. On this episode of The Advisor's Fuel, Adam Koós sits down with Natalie Hales, an advisor positioning strategist with more than 15 years in financial services marketing and deep compliance experience, who helps experienced advisors clarify their niche and attract higher-quality clients without the constant chase. Adam and Natalie break down the niche funnel and why it flips the traditional prospecting model on its head, the reason a generic website works against you even when it feels safe, how AEO and zero-click search are already changing the way clients find advisors, and the exact order to build in: positioning first, then branding, then marketing. Natalie also walks through how she helps advisors land on a niche by starting with patterns, moving to natural connections, then sharpening it into a real strategic advantage. Whether you are two years in and stuck, fifteen years in and coasting, or somewhere in between and tired of sounding generic, this one gives you a clear place to start. Episode Timestamps: 00:00 - Why marketing is really psychology plus finance 03:00 - The signs your brand has gone generic 05:00 - The niche funnel and why it flips prospecting around 07:00 - The fear of niching, and putting it on your website 11:00 - How AEO and zero-click search are changing lead flow 14:00 - Finding your niche: patterns, natural connections, strategic advantage 17:00 - Positioning, branding, marketing (in that order) 22:00 - What actually changes after the makeover 24:00 - Advisor A vs Advisor B: two very different conversations 25:00 - Rapid fire: mistakes, beliefs to drop, and first steps Key Takeaways: 💡 Targeting everyone means resonating with no one. When you speak to a specific person's pain points, the right prospects lean in before the first call. 💡 A generic website feels safe, but it mostly ends up talking about you and your team. Clients care about their own problem first, so specific beats broad every time. 💡 Do the work in order: positioning first, then branding, then marketing. Most advisors start with the marketing and wonder why it falls flat. 💡 Zero-click and AI search are already routing leads. The advisors who talk about a clear specialty on LinkedIn, YouTube, and social are the ones getting surfaced. 💡 Finding your niche is a process. Start with the patterns in your calendar and inbox, tie them to a natural connection in your own story, then sharpen it into a strategic advantage. 💡 Niching down is a longer game, roughly a year from foundation to fully running, but it reshapes who you work with and what you get to talk about every day. Key Quotes: 🗣 "When people know exactly who you're for, you don't have to chase anymore. They walk into the conversation already leaning in." - Natalie Hales 🗣 "Niching doesn't mean saying no to business. It means that your value is easier to recognize." - Natalie Hales 🗣 "It's comfortable for you, and it means nothing to anybody else." - Natalie Hales Connect With the Natalie Hales, Natalie Hales Advisor Marketing Website: https://nataliehales.com/ LinkedIn: https://www.linkedin.com/in/nathales/ YouTube: https://www.youtube.com/@NatalieHalesAdvisorMarketing Follow Adrenaline Advisor: Facebook: https://facebook.com/adrenalineadvisorconsulting Instagram: https://www.instagram.com/adrenaline.advisor Threads: https://www.threads.com/@adrenaline.advisor LinkedIn: https://www.linkedin.com/company/adrenaline-advisor-consulting/ TikTok: https://www.tiktok.com/@adrenalineadvisor YouTube: https://www.youtube.com/@AdrenalineAdvisor Email: info@adrenalineadvisor.com Website: www.adrenalineadvisor.com Connect with Adam Koós (CFP, CMT, CFTe, CEPA): LinkedIn: https://www.linkedin.com/in/adamkoos Website: https://www.adrenalineadvisor.com
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| Trend Followers, Not Trend Predictors: A Better Way to Manage Client Money with David Keller | 11 Aug 2026 | 00:51:58 | |
Most advisors were trained to sell a story. Find a great company, build a thesis, talk a client into the position, then hope the market agrees. The problem shows up when the stock goes down anyway and nobody can explain why. In this episode of The Advisor's Fuel, Adam Koos sits down with David Keller, CMT, founder of Sierra Alpha Research and host of the Market Misbehavior podcast, who spent nearly a decade running the technical research department and the legendary chart room at Fidelity. David breaks down what technical analysis actually is once you strip away the voodoo label, why price carries information the same way earnings do, and how a consistent routine protects advisors from the behavioral biases quietly wrecking their decisions. He and Adam get into relative strength, risk management, the biases that trip up clients and advisors alike, and the mindset that separates good investors from great ones. Whether you already run technical models, you are curious about adding them, or you just want a cleaner process for managing risk and client fear, this one is worth your time. Episode Timestamps
Key Takeaways 💡 Technical analysis is not a crystal ball. It is a way to read what the market is doing right now instead of guessing what it should do next. 💡 Markets trend because human behavior drives them, and relative strength helps you find what is actually working instead of what you hope will work. 💡 Advisors carry a double load of behavioral biases, their clients' and their own. A consistent routine is how you keep emotion out of the process. 💡 Being wrong is part of the job. Staying wrong when the evidence has changed is the real mistake. 💡 Bull markets are the time to build good routines, because bear markets are when they actually matter. 💡 The best investors are the most self-aware, and they ask better questions than everyone else in the room. Key Quotes 🗣 "As technical analysts, what we're doing is recognizing that price has information just like earnings do." 🗣 "A consistent but imperfect process is way better than an inconsistent, perfect process." 🗣 "The most successful investors aren't necessarily the smartest ones, they're the most aware." Connect With the Guest David Keller, CMT – Sierra Alpha Research Website: https://www.marketmisbehavior.com/ YouTube:@dkellercmt Follow Adrenaline Advisor
Connect with Adam Koos, CFP, CMT, CFTe, CEPA
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| How to Build a Podcast That Actually Grows Your Advisory Practice | 28 Jul 2026 | 00:33:31 | |
Most advisors know they should be creating content, but the second equipment, editing, and keywords enter the conversation, the whole idea gets shelved. This week on Advisor's Fuel, Adam sits down with Kyle Andree, a podcast strategist and producer who has spent the years since 2018 helping business owners and financial advisors launch and grow shows through his company, In-House Podcasts. Kyle breaks down the one question every advisor needs to answer before they hit record, why most podcasts fade out around episode 30, and how to choose a format and cadence that actually fits a practice instead of someone else's playbook. Whether you're thinking about launching your first show, trying to fix one that's stalled, or just want to build trust faster than a newsletter or social post ever could, this conversation is packed with practical insight you can use right now. Episode Timestamps00:00 — Intro: how Kyle got into podcast production 05:00 — Why "what's your why" is step one before you hit record 08:00 — A good podcast why vs. a bad one (the optometrist example) 13:00 — The biggest mistake advisors make when launching a podcast 16:00 — What to check when a podcast isn't growing 21:00 — Solo, interview, or co-hosted: picking the right format 27:00 — How to actually work with a producer like Kyle Key Takeaways💡 If you can't say why you want a podcast, you're not ready to hit record. 💡 A podcast built for status fades fast. One built to share real expertise doesn't. 💡 Podcasting builds a closeness with your audience that a newsletter or social post can't touch. 💡 Advisors who over-invest in equipment before they're committed usually end up with expensive gear that sits unused. 💡 Pod fade hits around episode 30. Get past it and your odds of sticking with the show go up dramatically. 💡 The best podcast format and frequency is the one you'll actually repeat every single week. Key Quotes🗣 "If you can't tell me a why, I would ask you to go back and think about that why." — Kyle Andree 🗣 "The authenticity you get from a 30 or 60 minute podcast conversation goes a lot further than a curated Instagram picture or a well written newsletter." — Kyle Andree 🗣 "The best podcast frequency is the one you're gonna use and the one you're gonna stick to." — Adam Koós Connect With the Kyle AndreeWebsite: https://www.inhousepods.com/ Strategy Call Requests: https://www.inhousepods.com/form-page Email: KyleAndree89@gmail.com Follow Adrenaline AdvisorFacebook: https://facebook.com/adrenalineadvisorconsulting Instagram: https://www.instagram.com/adrenaline.advisor Threads: https://www.threads.com/@adrenaline.advisor LinkedIn: https://www.linkedin.com/company/adrenaline-advisor-consulting/ TikTok: https://www.tiktok.com/@adrenalineadvisor YouTube: https://www.youtube.com/@AdrenalineAdvisor Email: info@adrenalineadvisor.com Website: www.adrenalineadvisor.com Connect With Adam KoósAdam Koós, CFP, CMT, CFTe, CEPA LinkedIn: https://www.linkedin.com/in/adamkoos Website: https://www.adrenalineadvisor.com
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| Every Market Correction Starts With a Pullback: A Plan for What Comes Next | 14 Jul 2026 | 00:34:35 | |
Adam Koós welcomes back John and Jack Kosar of Asbury Research for their quarterly market check-in, and this one covers a lot of ground. They dig into why markets climb slowly and fall fast, what the current shift out of tech and into industrials, financials, and healthcare is really telling us, and why a repeatable, back-tested model beats reacting to whatever's on CNBC that day. Whether you're fielding client calls about volatility or building your own talking points for the next correction, this conversation is packed with the kind of practical, data-driven perspective advisors can put to work right away. Episode Timestamps00:00 – Adam welcomes back John and Jack Kosar of Asbury Research for their quarterly check-in 01:00 – Why markets move at different speeds going up versus going down, and the case against shorting 05:00 – Reading the S&P's triangle breakout and what a healthy broadening market looks like 09:00 – The 200-day moving average and reading a market at an inflection point 14:00 – Where the money is rotating: industrials, financials, and healthcare 18:00 – Why breaking a tested model mid-year to chase risk is a dangerous road 22:00 – Cutting through the noise with a data-driven, back-tested plan 25:00 – Coaching clients to turn off the news and actually enjoy their money 29:00 – Inside the Correction Protection Model (CPM) and its 15-year track record 32:00 – Final takeaways: every correction starts with a pullback Key Takeaways💡 Markets tend to climb slowly and drop fast, which is exactly why chasing a short is a much harder trade than most advisors think. 💡 The 200-day moving average is a simple gut check on trend. Cracking below it has lined up with real trouble before. 💡 Right now the rotation out of tech and into industrials, financials, and healthcare points to a market getting more defensive, not one that's about to fall apart. 💡 A repeatable, back-tested model beats reacting to headlines, and breaking that model mid-year to chase performance is a dangerous habit. 💡 Every correction starts with a pullback, and every crash starts with a correction, so the plan has to exist before clients start calling. 💡 Clients don't need to beat the market. Most just want smaller drawdowns and a good night's sleep, and that's a conversation advisors can have today. Key Quotes🗣 "Nothing good happens below the 200-day moving average." 🗣 "Every correction starts with a pullback, and every crash starts with a correction." 🗣 "The market goes up like an LP, and it goes down like a 45." Connect With the GuestsWebsite: www.asburyresearch.com YouTube: https://www.youtube.com/@asburyresearch John Kosar LinkedIn: https://www.linkedin.com/in/johnjkosar/ Email: john@asburyresearch.com Jack Kosar LinkedIn: https://www.linkedin.com/in/jack-kosar/ Email: jack@asburyresearch.com Follow Adrenaline AdvisorFacebook: https://facebook.com/adrenalineadvisorconsulting Instagram: https://www.instagram.com/adrenaline.advisor Threads: https://www.threads.com/@adrenaline.advisor LinkedIn: https://www.linkedin.com/company/adrenaline-advisor-consulting/ TikTok: https://www.tiktok.com/@adrenalineadvisor YouTube: https://www.youtube.com/@AdrenalineAdvisor Email: info@adrenalineadvisor.com Website: www.adrenalineadvisor.com Connect with Adam KoósAdam Koós, CFP, CMT, CFTe, CEPA LinkedIn: https://www.linkedin.com/in/adamkoos Website: https://www.adrenalineadvisor.com
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| How to Work with the Wealthiest Segment of the Population Part 2 of 4: Financial Planning for the Owner & Spouse | 23 Jun 2026 | 00:19:15 | |
Part 2 of a four-part series on working with the wealthiest segment of the population, business owners. In Part 1 Adam covered how to start the exit planning conversation and get owners to the table. This one is about the thing every owner needs whether you're doing exit planning or not: a real financial plan for the owner and their spouse. Adam is taking you through our process at the office, meeting by meeting. The discovery meeting that runs two to two and a half hours, sometimes longer. The education meeting where we stop asking and start teaching. The planning meeting where we build the cash flow and then break it on purpose. The six-week follow-up. And the Safe Haven Kit, which might be my favorite part of the whole thing. If you've never done planning in your practice, or you do it but want a cleaner process, this episode is for you. Episode Timestamps00:00 - Intro and the four-part series 01:00 - Why every owner needs a plan (the business is ~80% of net worth) 02:00 - The discovery meeting, and why it runs so long 04:00 - Soft questions first, numbers last, and a 90%+ conversion rate 05:00 - The education meeting: teaching investing and the risk assessment 07:00 - The financial planning meeting and cash flow analysis 08:00 - Breaking the plan on purpose with stress tests 09:00 - Ancillary advice: income, tax, estate and insurance 11:00 - The six-week follow-up and how they run review meetings 12:00 - The Safe Haven Kit, start to finish 15:00 - How Adrenaline started (the Leo story) Key Takeaways💡 The discovery meeting is the longest one they run, two to two and a half hours and sometimes more, with no forms sent ahead and no shortcuts. Soft questions come first, the numbers come near the end. That process converts north of 90%. 💡 For most owners the business is around 80% of their net worth, so it has to live inside the plan as an asset. Value it conservatively, because owners almost always guess high. 💡 The risk assessment measures what a client wants. The plan output tells you what they need. The whole job is getting those two to line up. 💡 Once a plan looks good, break it on purpose. Push expenses up, pull the retirement date in, and show the client how much room they actually have. 💡 The Safe Haven Kit gets a client's whole financial house into one place, documents, passwords, an encrypted vault, and gives the executor access with one switch when the worst happens. Key Quotes🗣 "A dream without a plan is just a wish." 🗣 "We're not going to use this risk assessment to determine how we invest your money. That's what the financial plan output is for." 🗣 "Okay, your financial plan looks great. Now let's break it." Follow Adrenaline AdvisorFacebook: https://facebook.com/adrenalineadvisorconsulting Instagram: https://www.instagram.com/adrenaline.advisor Threads: https://www.threads.com/@adrenaline.advisor LinkedIn: https://www.linkedin.com/company/adrenaline-advisor-consulting/ TikTok: https://www.tiktok.com/@adrenalineadvisor YouTube: https://www.youtube.com/@AdrenalineAdvisor Email: info@adrenalineadvisor.com Website: www.adrenalineadvisor.com Connect With Adam KoósLinkedIn: https://www.linkedin.com/in/adamkoos Website: https://www.adrenalineadvisor.com
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| Founder Dependency, Profitability, and the Exit You(and Your Clients) Haven't Planned For | 09 Jun 2026 | 00:41:12 | |
Your business owner clients are the biggest bottleneck in their own company, and, if you run your own practice, I'm sure you can relate to them. They're answering phones, managing schedules, doing $20-an-hour tasks - and wondering why growth feels so hard. This week on Advisor's Fuel, Adam sits down with Tiffany Helton, an operational scaling and profit strategy expert who has spent 15+ years helping founder-led businesses get out of their own way. Tiffany breaks down exactly what founder dependency looks like, why most businesses aren't sellable (or even transferable), and what it actually takes to build a company that runs without you. Whether you're a financial advisor working with business owner clients, a CEPA helping clients think through exit strategy and enterprise value, or needing better operational systems in your own firm, this conversation is packed with practical insight you can use right now. Episode Timestamps00:00 - Intro: Meet Tiffany Helton, operational scaling and profit strategy expert 02:30 - What happens when you actually reach the self-managing company goal 10:00 - Founder dependency: what it is and how to know if you have it 15:00 - The four Ds - death, divorce, disability, disagreements - and why you have to plan now 19:00 - Adam's BTEP framework: Business Transition and Exit Planning 20:30 - Why exit planning is the answer even if you're not selling for 15 years 24:00 - Profitability vs. revenue: why growing top-line isn't enough 28:00 - Clean books, zero forecasts, and the $523/hour exercise 31:00 - Delegation vs. operational leadership: there's a real difference 38:00 - Where to start if you want more freedom - and the house-staging analogy Key Takeaways💡 Founder dependency isn't a personality flaw - almost every business owner ends up here. The question is whether you fix it before it costs you. 💡 If you removed yourself from your business tomorrow, would it survive? That's the real test. If the answer is no, that's your starting point. 💡 Most businesses aren't sellable because they're too owner-dependent. Buyers don't want to buy a job - they want to buy a system. 💡 Growing revenue doesn't automatically mean growing profit. Look at margins, budgets, and especially your labor percentage. 💡 Only about 20-30% of businesses have clean, organized books. Even fewer have a three-year financial forecast. Those gaps are where value gets left on the table. 💡 Exit planning isn't just for sellers. If you implement it early, you get a more profitable, less chaotic business right now - and exponentially more value when you do sell. 💡 Delegation is giving tasks away. Operational leadership is teaching your team to think like an owner. Both matter, but they're not the same thing. 💡 Every owner should be able to answer: does my business actually support my personal financial goals? Most can't. Key Quotes🗣 "If I remove you from your business, what happens? Because if the answer is it falls apart - that's the problem, and that's exactly what buyers see too." - Tiffany Helton 🗣 "80% of businesses don't sell. They dissolve. And 80% of business owners' net worth is in their company. Those two facts together should terrify every owner who hasn't started planning." - Adam Koos 🗣 "Everybody can work on growing net profit - not just revenue. I don't care if you're a $10 million business or a million-dollar business." - Tiffany Helton 🗣 "Exit planning is simply taking you from wherever you are today to wherever you want to be. In some cases, that's just more profit, better margins, and less owner dependency." - Adam Koos 🗣 "Fix it while you're living in it. Don't wait for the realtor to tell you what needs to be done before you do it." - Tiffany Helton Who This Episode Is For
Name: Tiffany Helton, Cultivate Advisors Email: tiffany@cultivateadvisors.com Website: https://cultivateadvisors.com/our-advisors/tiffany-helton/ LinkedIn: https://www.linkedin.com/in/tiffany-helton-a0239b8/ Follow Adrenaline AdvisorFacebook - facebook.com/adrenalineadvisorconsulting Instagram - instagram.com/adrenaline.advisor Threads - threads.com/@adrenaline.advisor LinkedIn - linkedin.com/company/adrenaline-advisor-consulting TikTok - tiktok.com/@adrenalineadvisor YouTube - youtube.com/@AdrenalineAdvisor Email: info@adrenalineadvisor.com Website - adrenalineadvisor.com Connect with Adam Koos, CFP, CMT, CEPALinkedIn - linkedin.com/in/adamkoos Website - adrenalineadvisor.com
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| Follow the Money: A Rules-Based Look at What's Driving Markets | 26 May 2026 | 00:32:51 | |
Most advisors are getting their market intel from the same three TV networks that make money every time you stay glued to the screen. John and Jack Kosar of Asbury Research don't work that way. They follow the data. In this episode, the three of us dig into what the market is actually doing right now - not what the headlines say it's doing. We talk about breadth, sector rotation, bond yields, the Mag 7 concentration debate, the AI bubble question, and what you should actually be saying to nervous clients this quarter. John's been doing this for over 40 years. Jack brings the institutional translation layer that makes it actionable. If you've ever felt like the financial media is working against your clients, this one's for you. Episode Timestamps00:00 - Intro & guest background: John and Jack Kosar of Asbury Research 02:30 - Reading the current tape: S&P fresh highs, breadth, and what's really leading 07:30 - Sector rotation deep-dive: what's quietly winning and what's losing steam 11:30 - Bond yields and the inflation signal the market can't ignore 15:30 - The Mag 7 concentration debate: fragile market or media narrative? 19:30 - Why forecasting is just guessing dressed up in a suit - and what to do instead 23:30 - AI bubble vs. dot-com: the real difference this time around 26:30 - Preparing for the next big correction: what 2022 taught us 29:30 - One piece of advice for advisors sitting across from nervous clients Key Takeaways💡 The parts of the market that should be leading - NASDAQ, semiconductors, Mag 7 - are leading. When the data lines up that cleanly, tune out the noise. 💡 Drawdown analysis is one of the most underused tools in an advisor's kit. When the market sells off, that's exactly when you should be studying what's holding up - because that's what you want to own on the way back. 💡 Bond yields near multi-year highs are a signal from the bond market that inflation is real, regardless of what any talking head says. The bond market doesn't lie. 💡 Market timing and trend-following are not the same thing. Nobody is trying to predict the future - they're following the money. There's a big difference. 💡 The 'stay invested always' narrative benefits fund companies, not your clients. The best days and worst days in the market tend to cluster together during high-volatility periods. 💡 Asbury's blend of their sector rotation model (CIF) and correction protection model (CPM) was up 8.6% in 2022 - a year the S&P was down nearly 20%. 💡 If you're worried about clients missing 'the best days,' make sure they're also prepared to survive the worst ones. They tend to show up together. Notable Quotes🗣 "The business is way too tilted toward forecasting. Forecasting is a euphemism for guessing. It gets you on TV. It gets your clients excited maybe. But I make more money and I sleep better at night just following the models." - John Kosar 🗣 "The messaging that goes out to investors is really tilted toward: just give me your money and shut up and I'll send you an electronic birthday card once a year. And I think we could do better than that." - Adam Koos 🗣 "Clients want to know that you have a plan - and that you're going to do something about it if the market starts to go sideways. You don't have to be a market technician. You just have to be open-minded enough to look at options that are tested and proven." - Jack Kosar 🗣 "Follow the money. The money is the boss. If you can figure out a way to track where the money is going in a comprehensive way, you don't need forecasts." - John Kosar
Resources & Links Mentioned Asbury Research - rules-based market analysis firm founded in 2005, offering SMAs on the Schwab platform and model portfolios available on advisor TAMPs. Interested in adding Asbury's models to your TAMP or learning more about their SMAs on Schwab? Reach out directly to John or Jack via the links below. Connect with Asbury ResearchWebsite: www.asburyresearch.com YouTube: https://www.youtube.com/@asburyresearch John Kosar LinkedIn: https://www.linkedin.com/in/johnjkosar/ Email: john@asburyresearch.com Jack Kosar LinkedIn: https://www.linkedin.com/in/jack-kosar/ Email: jack@asburyresearch.com
Follow Adrenaline Advisor Facebook: https://facebook.com/adrenalineadvisorconsulting Instagram: https://www.instagram.com/adrenaline.advisor Threads: https://www.threads.com/@adrenaline.advisor LinkedIn: https://www.linkedin.com/company/adrenaline-advisor-consulting/ TikTok: https://www.tiktok.com/@adrenalineadvisor YouTube: https://www.youtube.com/@AdrenalineAdvisor Email: info@adrenalineadvisor.com Website: www.adrenalineadvisor.com
Connect with Adam Koos LinkedIn: https://www.linkedin.com/in/adamkoos Website: https://www.adrenalineadvisor.com
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| How to Work with the Wealthiest Segment of the Population, Part 1 of 4 | 12 May 2026 | 00:18:39 | |
If you want to work with the wealthiest and most underserved segment of the population, this episode is your starting point. In Part 1 of this 4-part series, Adam Koos breaks down exactly why business owners represent the biggest opportunity in financial advising today -- and more importantly, how to start that conversation the right way. From eye-opening statistics to the specific talking points that make owners nod their heads, this episode gives you a practical, repeatable framework for sitting down with any business owner and immediately adding value. Episode Timestamps:00:00 - Welcome & series overview 01:30 - Why business owners are the wealthiest, most underserved segment 02:30 - The baby boomer exit wave: $14 trillion in business value 04:00 - The 3 shocking stats that start every owner conversation 06:00 - What to say when you first sit down with a business owner 09:00 - Adam's personal story: what's at stake for every business owner 10:30 - The follow-up framework: what owners are missing (and what resonates) 13:00 - What advisors can actually do to move the needle 15:30 - Introducing Adrenaline Advisor & the Talking Points newsletter Key Takeaways: 💡 80% of owners' net worth is tied up in the business -- not investments, not savings. That one stat will get any owner's attention immediately. 💡 80% of companies never sell. They dissolve. That means most owners stand to lose most of their net worth without a proactive exit plan. 💡 You don't need to have completed a business exit to start the conversation. The statistics and the follow-up framework do the heavy lifting for you. 💡 Most owners are missing the same things: an updated estate plan, a continuity plan, documented processes, organized financials, and clarity on what their business needs to be worth to make work optional. 💡 Your job as the advisor is to quarterback the process -- not do everything yourself. COIs and strategic partners carry much of the execution. Key Quotes: 🗣 "The wealthiest segment of the population in the United States is business owners -- and they're also the most underserved." 🗣 "80% of companies never sell. They dissolve. And those owners lose 80% of their net worth." 🗣 "75% of owners surveyed a year after they sell deeply regret selling -- because they didn't have a plan for what life looked like after." 🗣 "When you install an exit plan, you'll find yourself working less, making more money, and having a company that's actually worth something." Connect With Adam Koos: LinkedIn: https://www.linkedin.com/in/adamkoos Website: https://www.adrenalineadvisor.com Follow Adrenaline Advisor: Facebook: https://facebook.com/adrenalineadvisorconsulting Instagram: https://www.instagram.com/adrenaline.advisor Threads: https://www.threads.com/@adrenaline.advisor LinkedIn: https://www.linkedin.com/company/adrenaline-advisor-consulting/ TikTok: https://www.tiktok.com/@adrenalineadvisor YouTube: https://www.youtube.com/@AdrenalineAdvisor Email: info@adrenalineadvisor.com Website: https://www.adrenalineadvisor.com
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| Strategy Before Tactics: Marketing Mistakes That Hurt Exit Value | 28 Apr 2026 | 00:35:02 | |
In this episode of Advisor's Fuel Podcast, Adam sits down with Bill Woods, co-founder and CMO of Fifty Marketing and host of The Missing Half podcast, for a candid, high-value conversation on what growth-minded businesses consistently get wrong about marketing, and how fixing those gaps can do more than drive revenue. It can materially increase the value of the business you've built. For financial advisors, this conversation goes deeper than marketing. Whether you're a practice owner who may sell someday, an advisor focused on succession planning, or a Exit Planning Institute professional helping business-owner clients prepare for exit, the lessons in this episode are directly applicable. Bill brings more than 20 years of B2B marketing expertise and hands-on M&A experience, and he shares practical insights on building a business buyers want, creating more transferable value, and avoiding the common growth mistakes that suppress valuation. Whether your goal is to scale faster, improve profitability, increase your firm's multiple, or better advise business-owner clients, this episode delivers frameworks you can put to work immediately. Episode Timestamps00:00 - Intro & Adam's take on why marketing strategy is the missing piece for most advisors and business owners 01:00 - Guest intro: Bill Woods, Fifty Marketing, and the Missing Half podcast 03:00 - The biggest marketing mistakes B2B business owners make - and why strategy beats tactics every time 05:00 - Voice of customer: why it's no longer a nice-to-have and how to build it into your process 06:30 - What the 'missing half' actually is - the gap in B2B marketing most owners never see 08:00 - Why 100 views on a niche B2B video might be worth millions (and why D2C metrics mislead you) 09:30 - What's changed in 20+ years of marketing - and what surprisingly still works 14:00 - The return of direct mail - and why Bill's agency changed their playbook 16:00 - Branding for business owners: brand promise vs. brand aspiration - and why mixing them up costs you 19:00 - AI in B2B marketing: where it actually creates value, and where the hype outpaces reality 22:00 - Marketing ROI: the patience problem and why B2B buying cycles demand a different mindset 25:00 - Fifty Marketing's content strategy - personal branding for founders and why most competitors aren't doing it 28:00 - Native posting vs. scheduling tools: the algorithm truth that could be hurting your reach right now 31:00 - The one piece of marketing advice for every business owner planning to scale and exit Key Takeaways💡 Strategy first, always. The biggest marketing mistake isn't a bad channel - it's no clear strategy. Owners who skip this step waste money at scale. 💡 Voice of customer isn't optional. Building products and marketing campaigns without consistent customer feedback is the fastest way to generate zero ROI on big investment. 💡 B2B metrics are not D2C metrics. Stop comparing your niche content to MrBeast. 100 targeted views on a long-cycle B2B product could represent millions in pipeline. 💡 Brand promise vs. brand aspiration is a critical distinction. Your promise is what you can deliver today. Selling your aspiration as your promise creates a customer experience disconnect that kills trust. 💡 Native posting beats scheduling tools. LinkedIn, Instagram, and TikTok all penalize third-party posting - sometimes by 20-30% or more. Post natively, especially for personal branding content. 💡 Personal branding drives outsized B2B results. In Bill's competitive analysis, fewer than 10% of competitors had a leader doing consistent personal branding. That gap is an opportunity right now. 💡 A repeatable marketing engine changes your exit multiple. Buyers want predictable, scalable systems - not just a good product. Build the marketing machine before you need to sell it. 💡 Patience is a competitive advantage. Marketing for B2B requires showing up consistently over long buying cycles. The advisors and business owners who stay the course win. Key Quotes🗣 "If you have a repeatable, scalable, and predictable marketing and sales engine, you are going to attract a completely different pool of buyers and a completely different multiple range." 🗣 "Marketing is simple - but it's hard. It's simple to have a great strategy. It's hard to execute it consistently over time." 🗣 "Voice of customer isn't a nice-to-have anymore. It is a have-to-have - consistently." 🗣 "If you get a hundred views on a piece of niche B2B content, and fifty of those represent buyers with 20-million-dollar buying cycles - where's the ceremony? That is a huge win." 🗣 "Your brand promise is what you can deliver today. You cannot communicate your brand aspiration as your brand promise, or you're going to have a disconnect with your customer experience." 🗣 "If you're humble enough to work on what's in front of you today - the small, incremental steps - that's what actually gets you to the exit you're envisioning ten years from now." Connect With Bill Woods
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| When Good Plans Go Bad: Real Wealth Disputes Financial Advisors Need to Know with Professor Kelly Lise Murray - Wealth Dispute Resolution Attorney & Legal Scholar | 14 Apr 2026 | 00:38:34 | |
What happens when a family does everything right - saves diligently, works with advisors, builds real wealth - and still ends up in court? It's not a hypothetical. It happens every day. And in most cases, it was 100% preventable. In this episode of Advisor's Fuel, Adam Koos sits down with Professor Kelly Lise Murray - attorney, mediator, legal scholar, and host of the Wealth Litigated podcast - to break down the real-world estate planning disasters that land families in expensive, emotionally devastating litigation. Kelly spent nearly two decades teaching law at Vanderbilt University before shifting her focus to wealth dispute resolution full-time. She covers real courtroom cases involving trusts, estates, divorces, prenuptial agreements, and family wealth conflicts - what she calls 'all the drama of true crime without the blood.' This episode is required listening for any advisor who wants to know what can go wrong - and how to help clients avoid it. Episode Timestamps
💡 The #1 estate planning mistake in blended families: failing to update documents before and after remarriage. A new spouse automatically has elective share rights that can override your will. 💡 Coordination is everything. Legal documents, beneficiary designations, and financial plans must work together - or the courts will decide how they interact. 💡 A missed checkbox on an estate tax return cost the Griffin estate $800,000+. Two sets of eyes on every execution detail is non-negotiable. 💡 A prenuptial agreement only works if it's executed correctly. A lawyer who drafts his own prenup, presented the day before the wedding, got it thrown out by the Ohio courts. 💡 If a client says 'my spouse will just control everything when I'm gone,' that's your cue - not to judge, but to introduce structural safeguards like co-trustees, trust protectors, and contingent beneficiaries. 💡 Estate plans are not portable across state lines. Clients who move need a full legal review of all lifecycle documents in their new state. Key Quotes🗣"It's not a matter of if - it's when you get involved in some sort of litigation." 🗣"Coordination - the lack of coordination - leads to litigation." 🗣"I don't advise that you estate plan in a box. Go online and don't ask AI what to do with your estate plan. You really do need non-hallucinated knowledge of the cases in your state." 🗣"Frame it as structural support - not a condemnation of their financial budgeting abilities. It's a structure to prevent litigation, which would deplete the estate." 🗣"The number one most procrastinated financial planning item is estate planning. Without a doubt." Cases Referenced in this Episode:
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| Retirement Planning Meets March Madness: How Smart Investors Play the Odds | 24 Mar 2026 | 00:07:35 | |
In this episode, Adam uses March Madness to break down a lesson every financial advisor can appreciate: most people want to win, but very few are willing to prepare to win. Using the NCAA tournament as a framework, he shows why excitement, prediction, and long-shot thinking often lead people in the wrong direction. Whether they're filling out a bracket or building a retirement portfolio. This is a sharp, practical episode about probabilities, discipline, momentum, and why higher-probability decisions matter more than getting lucky once. For advisors and investors alike, the message is clear: sustainable outcomes are built on process, not prediction. Episode Timestamps:00:00 – March Madness, busted brackets, and why people still play anyway 💡 Most people are drawn to exciting long shots, but outcomes are usually driven by high-probability decisions, not unlikely upsets. 💡 In both brackets and portfolios, discipline beats prediction. Adam emphasizes the importance of following strength, momentum, and repeatable processes instead of trying to guess what will happen next. 💡 A winning retirement strategy should not be built around "Cinderella stories." It should be built around probabilities, trend strength, and intentional decision-making over time. Key Quotes:🗣 "Most people have the will to win, but few have the will to prepare to win." 🗣 "We are trend followers, not trend predictors." 🗣 "We don't build portfolios on surprises. We build them on probabilities and repeatable outcomes." 🗣 "Retirement isn't a game." Follow Adrenaline Advisor:Facebook: https://facebook.com/adrenalineadvisorconsulting Instagram: https://www.instagram.com/adrenaline.advisor Threads: https://www.threads.com/@adrenaline.advisor LinkedIn: https://www.linkedin.com/company/adrenaline-advisor-consulting/ Tiktok: https://www.tiktok.com/@adrenalineadvisor YouTube: https://www.youtube.com/@AdrenalineAdvisor Email: info@adrenalineadvisor.com Website: www.adrenalineadvisor.com Connect with Adam Koós:LinkedIn: https://www.linkedin.com/in/adamkoos
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| How Financial Advisors Can Prevent Burnout and Improve Team Performance with Matt Granados | 10 Mar 2026 | 00:33:27 | |
Is your advisory team underperforming or is your system setting them up to fail? In this episode, Adam Koós sits down with Matt Granados, founder of Life Pulse, Inc., to challenge conventional thinking about motivation, productivity, and team performance. Matt has worked with organizations like Google, Twitter, and the US Air Force, helping them move from high-performance burnout to optimal, sustainable success. For financial advisors drowning in people problems, reactive workflows, and inefficient systems, this conversation offers a roadmap to reclaim your time, increase productivity by 10-15 hours per week, and build a team that bridges the gap back to you not the other way around. If you're spending more time babysitting your staff than serving clients, this episode is for you. Episode Timestamps: 00:00 – Intro & Matt Granados background Key Takeaways: 💡 Your team isn't broken—your system is. People problems are symptoms of systemic issues. Fix the root cause, not the symptom, and your team will naturally perform better. Key Quotes: 🗣 "Your job is to be a firm foundation. Your team's job is to bridge the gap back to you—not the other way around." Connect With Matt Granados: Website: https://www.lifepulseinc.com/ LinkedIn: https://www.linkedin.com/company/life-pulse-inc/ Facebook: https://www.facebook.com/LifePulseInc Instagram: https://www.instagram.com/lifepulseinc/ Podcast: https://www.lifepulseinc.com/podcast Episode Resources: https://www.lifepulseinc.com/afp
Follow Adrenaline Advisor: Facebook: https://facebook.com/adrenalineadvisorconsulting Instagram: https://www.instagram.com/adrenaline.advisor Threads: https://www.threads.com/@adrenaline.advisor LinkedIn: https://www.linkedin.com/company/adrenaline-advisor-consulting/ Tiktok: https://www.tiktok.com/@adrenalineadvisor YouTube: https://www.youtube.com/@AdrenalineAdvisor email: info@adrenalineadvisor.com Website: www.adrenalineadvisor.com
Connect with Adam Koós: LinkedIn: https://www.linkedin.com/in/adamkoos #AdvisorProductivity #PracticeManagement #TeamPerformance #AdvisorBurnout #FinancialAdvisors #LeadershipForAdvisors #AdvisorGrowth
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| Risk Management That Advisors Can Actually Execute (Market Breadth + Defender Rules) with Vincent Randazzo | 24 Feb 2026 | 00:50:21 | |
Most advisors say they manage risk. Very few have a repeatable, data-driven process to actually do it - especially when markets get volatile, and clients want answers. In this episode of The Advisor's Fuel, Adam Koós sits down with Vincent Randazzo, founder of View Right Advisors and former head of technical research at Lowry Research (now CFRA), to unpack how advisors can use market internals, breadth, and rules-based signals to reduce drawdowns, protect compounding, and build client trust, without drowning in charts and noise.
Episode Timestamps 00:00 – Kickoff + Vincent's background (Lowry/CFRA, market cycles, technical research)
Key Takeaways 💡 Risk management isn't a belief system—it's a process. If your "plan" is hoping the market comes back, you don't have a plan.
Key Quotes 🗣 "People… don't have a process for actually managing [risk]. And worse than that, they're taught not to even try."
Connect With Vincent
Follow Adrenaline Advisor Facebook: https://facebook.com/adrenalineadvisorconsulting LinkedIn: https://www.linkedin.com/in/adamkoos
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| A Will Doesn't Avoid Probate: The Trust & POA Gaps Advisors Keep Missing (with guest Dan Baron) | 10 Feb 2026 | 00:47:06 | |
Most advisors think "estate planning" is a checkbox: will done, beneficiaries named, move on. That's exactly why clients get crushed later—by probate, incapacity, outdated documents, and assets the advisor wasn't even looking at (real estate + businesses being the big two). In this episode, Adam Koós sits down with estate planning attorney Dan Baron (founding member of Baron Law LLC) to break down the real-world blind spots inside most client plans—and how advisors can use estate planning conversations to deepen relationships, reduce risk, and build stronger COI alliances. Episode Timestamps 00:00 – Intro + why this matters for advisors Key Takeaways 💡 A will does NOT avoid probate. If a client thinks "I have a will, so we're good," they're likely wrong. Key Quotes 🗣 "A will does not avoid probate." Connect With the Guest: ● Website: https://www.baronlawcleveland.com ● Baron Law LinkedIn: https://www.linkedin.com/company/baron-law/ ● Dan Baron LinkedIn: https://www.linkedin.com/in/dan-baron-55abb326/ Follow Adrenaline Advisor: Facebook: https://facebook.com/adrenalineadvisorconsulting Instagram: https://www.instagram.com/adrenaline.advisor Threads: https://www.threads.com/@adrenaline.advisor LinkedIn: https://www.linkedin.com/company/adrenaline-advisor-consulting/ Tiktok: https://www.tiktok.com/@adrenalineadvisor email: info@adrenalineadvisor.com Website: www.adrenalineadvisor.com Connect with Adam Koós: LinkedIn: https://www.linkedin.com/in/adamkoos | |||
| The Conversation Advisors Should Be Having With Business Owners (But Often Aren't) | 27 Jan 2026 | 00:45:56 | |
This episode is a repurposed conversation from Get Your Fill: Financial Independence and Long Life, where Adam Koós joined the show as a guest to talk candidly about what actually happens when business owners approach an exit — and where advisors often underestimate the risk. In this discussion, Adam breaks down why the majority of business owners never monetize the asset that represents most of their net worth, and why "I'll deal with that later" is one of the most expensive assumptions advisors inherit from business-owner clients. Rather than focusing on tactics or deal mechanics, this conversation centers on the advisory conversation itself — what needs to be addressed years in advance, what buyers truly care about, and how poor planning quietly erodes enterprise value. For advisors who work with business owners, this episode highlights the difference between retirement planning around a business and planning for the transition of the business itself. ⏱️ Episode Timestamps 00:00 – Why most business owners never sell their business 🔑 Key Takeaways 💡 Exit planning is not a transaction — it's a multi-year advisory process 🧠 Notable Quotes 🗣 "Most business owners don't realize how much of their net worth is tied to their business." Follow Adrenaline Advisor: Facebook: https://facebook.com/adrenalineadvisorconsulting Instagram: https://www.instagram.com/adrenaline.advisor Threads: https://www.threads.com/@adrenaline.advisor LinkedIn: https://www.linkedin.com/company/adrenaline-advisor-consulting/ Tiktok: https://www.tiktok.com/@adrenalineadvisor email: info@adrenalineadvisor.com Website: www.adrenalineadvisor.com
Connect with Adam Koós: LinkedIn: https://www.linkedin.com/in/adamkoos | |||
| Scaling Without Burnout: Systems, Staff, and Smarter Growth | 13 Jan 2026 | 00:48:30 | |
In this repurposed episode, Adam Koós joins Scottie Taylor for a wide-ranging conversation on what it actually takes to grow a financial advisory practice without working 70-hour weeks. Adam shares the real lessons from building and scaling multiple businesses — including his RIA, Elevate & Exit (focused on business transition and exit planning), and Adrenaline Advisor (education and community for financial advisors) — while staying focused on systems, delegation, and long-term sustainability. This conversation goes beyond surface-level growth tactics. Adam and Scottie dig into the mindset shifts advisors must make as they move from "doing everything" to building firms that can grow without them being the bottleneck. If you're an advisor who wants more leverage, better clients, and a business that doesn't depend on your constant presence — this episode will resonate. ⏱️ Episode Highlights
🔑 Key Takeaways 💡 Growth doesn't come from one tactic — it comes from building an entire system that works together 🧠 Notable Quotes 🗣 "If you know, but you don't act — then you don't know." Follow Adrenaline Advisor: Facebook: https://facebook.com/adrenalineadvisorconsulting Instagram: https://www.instagram.com/adrenaline.advisor Threads: https://www.threads.com/@adrenaline.advisor LinkedIn: https://www.linkedin.com/company/adrenaline-advisor-consulting/ Tiktok: https://www.tiktok.com/@adrenalineadvisor email: info@adrenalineadvisor.com Website: www.adrenalineadvisor.com
Connect with Adam Koós: LinkedIn: https://www.linkedin.com/in/adamkoos | |||
| Global Value Cycles, Home-Country Bias & the Discipline Behind 'Good Losses': Part 2 with Meb Faber | 11 Dec 2025 | 00:38:39 | |
In Part 2 of Adam's conversation with Cambria CIO and researcher Meb Faber, they dig into the realities of global investing, why home-country bias hurts more portfolios than advisors realize, and how disciplined rules can turn "losses" into part of a long-term edge. They also discuss value cycles, trend signals, real assets, and why diversification still works—even when it feels uncomfortable. | |||
| "Trend Following, Market Volatility, and Portfolio Strategy: Meb Faber's Guide for Financial Advisors" | 04 Dec 2025 | 01:13:24 | |
In this episode, Adam sits down with Cambria CIO and renowned researcher Meb Faber for a candid, high-impact conversation on what advisors consistently misunderstand about markets. They dig into trend following, global diversification, performance chasing, drawdowns, investor behavior, and the uncomfortable truths that shape real-world outcomes for clients. Whether you're building portfolios, coaching clients through volatility, or refining your own advisory process, this episode will sharpen how you think about risk, return, and discipline in an industry full of noise. Episode Timestamps 00:00 – Intro & welcome Key Takeaways 💡 Trend following is about discipline, not prediction. 💡 Time horizon misunderstandings are one of advisors' biggest blind spots. 💡 Performance chasing destroys more wealth than bad strategies. 💡 Dividends, bonds, and gold are misunderstood. 💡 Clients only want two things in a downturn:
Key Quotes 🗣 "Every trade makes you richer or wiser — but never both." — Meb Faber 🗣 "People anchor to the all-time high. It's one thing to know a portfolio could fall 40%… it's another thing to live through it." — Meb Faber 🗣 "If you sell without a re-entry plan, it becomes permanent." — Meb Faber 🗣 "Clients want to know two things: Am I going to be okay? And do you have a plan?" — Adam Koós Connect With Meb Faber: Website: LinkedIn: X (Twitter): YouTube:
Follow Adrenaline Advisor Facebook: https://facebook.com/adrenalineadvisorconsulting Instagram: https://www.instagram.com/adrenaline.advisor Threads: https://www.threads.com/@adrenaline.advisor LinkedIn: https://www.linkedin.com/company/adrenaline-advisor-consulting/ Tiktok: https://www.tiktok.com/@adrenalineadvisor email: info@adrenalineadvisor.com Website: www.adrenalineadvisor.com Connect with Adam Koós: | |||
| Carl Richards on Sketches, Conversations, and the Future of Advice | 30 Oct 2025 | 00:36:07 | |
Adam Koós welcomes Carl Richards, speaker, author, and creator of the Sketch Guy column in The New York Times. Carl shares the story of how a simple whiteboard sketch changed the trajectory of his career, leading to books, speaking events, and his new release, Your Money: Reimagining Wealth in Simple Sketches. Together, Adam and Carl explore the intersection of money, meaning, and communication, and why advisors must focus on presence, listening, and guiding clients through uncertainty. From "conversation grenades" to the sketch advisors use most ("Less Wrong Tomorrow"), this conversation is packed with insights for advisors who want to connect deeply with clients and build lasting impact. Episode Timestamps: Key Takeaways: Key Quotes from Carl Richards: Connect with Carl Richards: The link to pre-order Carl's book on Amazon, or folks can head to their favorite local bookstore The link to place a bulk order of Carl's book. Listeners can save an additional 5% by using the code YourMoney5 at checkout.
Follow Adam Koós and Advisor's Fuel: Instagram: https://www.instagram.com/adrenaline.advisor Threads: https://www.threads.com/@adrenaline.advisor LinkedIn: https://www.linkedin.com/company/adrenaline-advisor-consulting/ Tiktok: https://www.tiktok.com/@adrenalineadvisor email: info@adrenalineadvisor.com Website: www.adrenalineadvisor.com | |||
| Decoding Market Psychology with David Keller | 25 Sep 2025 | 00:56:15 | |
Adam Koós sits down with David Keller, CMT - President and Chief Strategist at Sierra Alpha Research, former Director of Research at Fidelity, and host of Market Misbehavior. David's unique background in music and psychology led him into technical analysis, where he's spent decades helping advisors and portfolio managers understand market cycles, manage risk, and avoid costly behavioral biases. From Bloomberg to Fidelity's legendary chart room, to launching his own research firm, David has built a career around making complex market ideas clear and actionable. This conversation is packed with lessons on technical analysis, investor psychology, and the daily routines that separate average advisors from exceptional ones. Episode Timestamps: Key Takeaways: Key Quotes from David Keller: Connect with David Keller and Market Misbehavior: Connect with Adam Koós and Adrenaline Advisor: | |||
| The Hidden Fuel Behind Explosive Practice Growth | 28 Aug 2025 | 00:35:29 | |
In this special episode, we flip the mic - Adam Koós joins The Purpose Focused Advisor podcast with Rob Brown to unpack the strategies, mindset shifts, and systems that led to massive growth at Libertas Wealth. Adam shares how he doubled his firm's AUM and revenue in just two years, not by chasing gimmicks, but by committing to systems, vision-driven leadership, and client-first experiences. He dives deep into why he calls Libertas a "marketing firm that happens to do financial planning," and how that shift unlocked new levels of trust, growth, and fulfillment. You'll hear insights on automation, onboarding, daily action over distant goals, and the power of delegation. Adam also opens up about the importance of saving clients from bad advice, choosing integrity over shortcuts, and building a firm that's both scalable and deeply human. If you're a financial professional looking to grow with intention, this is your blueprint. Episode Timestamps: 00:00 – The marketing mindset shift that changed everything
Key Takeaways:
Key Quotes: "We're not a financial planning firm that does marketing — we're a marketing firm that happens to do financial planning." "If you're a great advisor but no one knows about you, what good are you?" "Delegation and systems are what give you your time and freedom back — not hustle." "I don't believe it's our privilege to learn marketing — it's our responsibility." "You have to build the firm that makes you happy. Otherwise, what's the point?" Connect with Adam Koós or Learn More About ADRENALINE Facebook: https://facebook.com/adrenalineadvisorconsulting Instagram: https://www.instagram.com/adrenaline.advisor Threads: https://www.threads.com/@adrenaline.advisor LinkedIn: https://www.linkedin.com/company/adrenaline-advisor-consulting/ Tiktok: https://www.tiktok.com/@adrenalineadvisor email: info@adrenalineadvisor.com Website: www.adrenalineadvisor.com Connect with Rob Brown & The Purpose-Focused Advisor Podcast: The Purpose-Focused Advisor on Apple | |||
| High Performers Don't "Wing It" | 31 Jul 2025 | 00:21:06 | |
If you want to scale your advisory practice, grow with intention, and spend more time in your zone of genius, this episode is for you. In this solo episode, Adam Koós shares the same 5-part planning framework he teaches inside the Adrenaline Program. You'll learn how high-performing financial advisors reverse-engineer their ideal life, align their calendar with their values, and focus only on the work that moves the needle. This isn't fluff. It's the operating system behind firms that scale without chaos. Whether you're tired of feeling reactive or ready to build a business that supports your goals (not just your clients'), you'll walk away with a blueprint to help you grow with clarity, structure, and confidence. ⏱️ Episode Timestamps: 🔑 Key Takeaways:
👤 Connect with Adam LinkedIn: https://www.linkedin.com/in/adamkoos/ Learn more about ADRENALINE Advisor Facebook: https://facebook.com/adrenalineadvisorconsulting Depending on when you're listening to this, our Adrenaline Advisor program is either getting ready to launch or has just opened to the public. It's designed specifically for advisors who want more clients, better systems, and streamlined processes that support real growth. We host ongoing Q+A calls where you can ask questions and see if Adrenaline is the right fit—and we also offer free webinars with CFP®-approved CE credits that give you a preview of the strategies we teach inside the program.
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| Tactical Models, Trend Following, and the Mindset Shift That Changed My Practice | 26 Jun 2025 | 00:24:32 | |
In this episode of The Advisors Fuel Podcast, Adam Koós flips the mic and joins George G on The Aligned Money Show for a candid conversation about managing money, market uncertainty, and the hard lessons that shaped his investing philosophy. He shares the story of how two major crashes nearly drove him out of the industry, and how discovering technical analysis and trend following not only saved his practice but reshaped the way he serves clients. Adam pulls back the curtain on his hybrid investment approach, combining strategic models with tactical trend-following, and explains how he helps clients stick to their plans by building portfolios that actually align with their emotional risk tolerance, not just their target return. From election-year volatility to model construction, advisor-client communication, and the real reason most clients abandon their plan, this one's packed with insight for any advisor looking to sharpen their edge. Episode Timestamps: 00:00 – Intro + Adam's Surprise Karaoke Background Key Takeaways: 🔹 Tactical Isn't Timing: Trend following doesn't predict the market—it adapts to it. Key Quotes from Adam Koós: 🗣 "Every seven tornado sirens, one touches down. That's why tactical models matter." Connect with George and The Aligned Money Show: Show Page: Aligned Money Show LinkedIn: George G Website: https://moneyalignmentacademy.com/
The ADRENALINE Advisor brand was born from helping a longtime friend reignite his practice. It's since grown into a powerful community for driven advisors looking to sharpen their systems, elevate their client experience, and build businesses with serious momentum. Subscribe to get free training alerts, new podcast episodes, exclusive content, and more delivered straight to your inbox: 👉 https://mailchi.mp/adrenalineadvisor/signupform
Stay Connected with ADRENALINE Advisor: Instagram: https://www.instagram.com/adrenaline.advisor Threads: https://www.threads.com/@adrenaline.advisor LinkedIn: https://www.linkedin.com/company/adrenaline-advisor-consulting/ Tiktok: https://www.tiktok.com/@adrenalineadvisor email: info@adrenalineadvisor.com Website: www.adrenalineadvisor.com Connect with Adam on LinkedIn: https://www.linkedin.com/in/adamkoos/ | |||
| Unlock the Power of Tech in Finance: Automation Strategies for Advisors with Arielle Minicozzi | 24 Apr 2025 | 00:35:27 | |
In this episode of the Advisors Fuel Podcast, host Adam Koós interviews Arielle Minicozzi, founder of Sphynx Automation. Arielle shares insights on how financial advisors can work smarter by automating business processes using low or no-code technology tools. Drawing from her extensive background as a financial planner, Arielle emphasizes the importance of proper documentation, understanding workflow, and leveraging automation to minimize errors and free up time for more meaningful client interactions. They discuss common misconceptions about automation, the benefits of AI, and practical examples of automations that can significantly enhance efficiency within advisory firms. Arielle also announces upcoming initiatives, including an Automation Academy geared towards advisors starting their firms. This episode is packed with valuable tips for any advisor looking to integrate technology to enhance their practice. Ways to connect with Arielle: Facebook: www.Facebook.com/sphynxautomation Twitter Handle: @sphynxautomator Instagram page: www.instagram.com/sphynxautomation LinkedIn profile: https://www.linkedin.com/company/sphynxautomation Company Website: www.sphynxautomation.com Be sure to check out this episode on YouTube: https://youtu.be/k7zpjurLR1E The ADRENALINE advisor brand was born out of helping a longtime friend reignite his practice and has since evolved into a space for driven advisors who want to sharpen their systems, rethink their client experience, and build a business with momentum. Subscribe to get updates, free training alerts, new podcast episodes, and exclusive accounts - delivered straight to your inbox. Sign up here: https://mailchi.mp/adrenalineadvisor/signupform Stay connected with the ADRENALINE brand LinkedIn: https://www.linkedin.com/company/adrenaline-advisor-consulting Instagram: www.instagram.com/adrenaline.advisor Website: www.adrenalineadvisor.com Subscribe on Apple Podcasts: http://bit.ly/3Q3xEV9 Subscribe on Spotify: https://bit.ly/4hpkEVU 00:00 Introduction to Advisors Fuel Podcast 00:23 Meet the Founder of Sphynx Automation 01:25 The Importance of Delegation and Automation 04:07 Arielle's Journey to Automation 07:45 Getting Started with Automation for Advisors 10:28 Advanced Automation Techniques 17:24 Common Mistakes and Time Investment in Automation 23:30 Future of Automation and AI in Financial Services 28:24 Misconceptions About Automation 31:31 What's Next for Sphynx Automation 34:34 Conclusion and Contact Information | |||
| "Buy and Hold" is Broken: How Top Financial Advisors are Protecting Clients' Money and Standing Out | 27 Mar 2025 | 00:43:37 | |
In this episode of The Advisor's Fuel podcast, host Adam Koós sits down with John Kosar, Chief Market Strategist and Founder of Asbury Research, along with Jack Kosar, VP of Investment Strategy. With over 40 years of experience in technical analysis, John shares insights into how Asbury Research helps financial professionals make smarter investment decisions. Jack discusses their firm's quantitative approach to portfolio management and how advisors can incorporate risk management strategies to protect clients from catastrophic market downturns—especially in today's volatile environment. The conversation also explores the core principles of technical analysis, the foundation of Asbury Research, and their proprietary Asbury 6 Barometer Tool, which assesses the market's internal health. Adam, John, and Jack dive into the critical tools and strategies financial advisors need to navigate uncertainty and build more resilient portfolios. If you're looking to refine your investment strategy and enhance risk management for your clients, this is an episode you won't want to miss! https://www.asburyresearch.com/
Check out the video on YouTube: https://youtu.be/VVKKgDr7XCg
Subscribe on Apple Podcasts: http://bit.ly/3Q3xEV9 Subscribe on Spotify: https://bit.ly/4hpkEVU
Need additional resources on how to grow your career in Financial Planning and Wealth Management? Check out https://adrenalineadvisor.com/ | |||
| From Idea to Impact: The Ultimate Podcasting Success Guide with Traci Deforge, Produce Your Podcast | 06 Feb 2025 | 01:05:25 | |
In this episode, we sit down with Traci DeForge, a podcasting expert with three decades of experience in broadcast media and Fortune 500 consulting. As the founder of Produce Your Podcast, Traci shares her insights on launching and sustaining a successful podcast. We dive into the key steps for getting started, overcoming imposter syndrome, choosing the right gear, and avoiding common mistakes and stereotypes. Whether you're a new podcaster or looking to grow, Traci offers expert advice on managing your own editing, planning a sustainable content calendar, and building listener retention. Plus, we discuss the importance of understanding your metrics to track success and keep your podcast thriving. Tune in for actionable strategies to take your podcast to the next level!
https://produceyourpodcast.com/
Subscribe on Apple Podcasts: http://bit.ly/3Q3xEV9 Subscribe on Spotify: https://bit.ly/4hpkEVU
Need additional resources on how to grow your career in Financial Planning and Wealth Management? Check out https://adrenalineadvisor.com/ | |||
| The Advisor's Fuel Podcast coming soon! | 15 Jan 2025 | 00:00:30 | |
The Advisor's Fuel Podcast with Adam Koos, where high performing Financial Planners and Wealth Advisors discover proven processes and actual strategies to elevate their client experience, grow their businesses faster and achieve unprecedented success. Brought to you Adrenaline Advisor Consulting at https://adrenalineadvisor.com/ | |||