Podcast
The Advisor's Fuel Podcast with Adam Koos
Hosted by Adam Koos · EN
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/
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Episodes
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Risk Management That Advisors Can Actually Execute (Market Breadth + Defender Rules) with Vincent Randazzo
Feb 2400:50:21Tap to summarizeMost 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) 03:10 – Why advisors struggle with risk: they "understand it" but don't have a process 07:00 – Gut feel vs system: why Vince started building Defender (and what he learned in 2008) 12:15 – The core of Defender: market breadth, internals, and "x-ray vision" under the index 18:10 – Simple execution: 100% / 66% / 33% / 0% exposure (no drama, no emotion) 22:30 – Sequence of returns risk: why the average return lie gets retirees hurt 28:10 – 1998–2000: breadth signals, mirage markets, and what tops can look like "under the surface" 33:30 – "We don't predict, we prepare": how to communicate risk without sounding like a doomer 37:10 – Current market view: correction risk vs "major top" risk (what Vince is watching now) 41:30 – Lightning Round: one chart to show skeptics, weekly checklist, biggest chart crimes 48:00 – The real ROI: advisor confidence → client trust → a practice that survives storms 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. 💡 Indexes can lie at market tops. Market-cap weighting can mask weakness underneath—breadth helps you see the real condition of the market. 💡 Drawdown control protects compounding. Avoiding deep losses changes the math of outcomes—especially approaching or living in retirement. 💡 Simplicity wins in the real world. A clean, directive exposure framework beats "more charts, more noise, more opinions." 💡 Clients don't demand you beat the market. They want to know you're paying attention and you have a plan when the house feels like it's on fire. Key Quotes 🗣 "People… don't have a process for actually managing [risk]. And worse than that, they're taught not to even try." 🗣 "We're looking under the surface… our x-ray is on all the time." 🗣 "The goal is a smart buy-and-hold… combined with active risk management." 🗣 "You cannot put a price tag on trust." 🗣 "The biggest benefit… is confidence." Connect With Vincent Website: https://viewright.ai/ X: @CMTRandazzo LinkedIn: https://www.linkedin.com/in/vincentrandazzo/ 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 Website: https://www.adrenalineadvisor.com
Transcribe →A Will Doesn't Avoid Probate: The Trust & POA Gaps Advisors Keep Missing (with guest Dan Baron)
Feb 1000:47:06Tap to summarizeMost 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 02:15 – Dan's background: from business owner to estate planning attorney 06:20 – The most common planning gaps (and why "a will" isn't the fix) 11:40 – Incapacity planning: why POA is the document everyone ignores until it's too late 17:10 – Why advisors underestimate business owners + real estate in estate planning 22:00 – Advisor questions that uncover planning issues fast (without giving legal advice) 26:45 – Trust triggers: minor kids, real estate, businesses, divorce/creditor risk 33:10 – Co-trustees/co-executors: why it turns into a deadlock 36:20 – When a trust is NOT necessary (and what to do instead) 39:30 – Trust types in plain English: revocable vs. irrevocable (and when each matters) 46:10 – Charitable planning + donor-advised funds 49:20 – How advisors should build attorney relationships (and what NOT to do) 55:40 – Rapid fire: most overlooked document, biggest advisor misconception, daily ritual Key Takeaways 💡 A will does NOT avoid probate. If a client thinks "I have a will, so we're good," they're likely wrong. 💡 POA must be done while the client is competent. Once incapacity hits, families often find out the hard way that it's too late. 💡 Trust "no-brainers" for advisors: minor children, real estate with multiple beneficiaries, business owners, and situations with creditor/divorce risk. 💡 Advisors need to look beyond AUM. Real estate, closely held businesses, and tangible property create the biggest messes—because they're outside the portfolio view. 💡 Review cadence matters: revisit the plan every 3–5 years (not always to change documents, but to catch family/life changes). 💡 Best COI strategy: stop chasing quid-pro-quo "referrals." Start building real collaboration through scenario conversations and client-first problem solving. Key Quotes 🗣 "A will does not avoid probate." 🗣 "Stay in your lane… there's a lot of disconnect and misconceptions." 🗣 "37% of our calls are from a child saying mom or dad is incapacitated… and it's too late." 🗣 "Banks are changing their rules every single day… a one-size-fits-all POA doesn't work." 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/adamkoosWebsite: https://www.adrenalineadvisor.com
Transcribe →The Conversation Advisors Should Be Having With Business Owners (But Often Aren't)
Jan 2700:45:56Tap to summarizeThis 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 04:00 – The concentration risk advisors often overlook 08:30 – How businesses are actually valued (and why owners are surprised) 13:00 – Owner dependency and why buyers discount for it 18:30 – Customer concentration, retention, and perceived risk 24:00 – Why waiting "a few more years" costs real money 30:00 – Planning early vs. selling reactively 36:00 – Life after the sale: the emotional blind spot 42:00 – What advisors should be addressing long before an exit 🔑 Key Takeaways 💡 Exit planning is not a transaction — it's a multi-year advisory process💡 Most business owners overestimate value and underestimate risk💡 Owner dependency is one of the fastest ways to reduce enterprise value💡 Advisors who address exit planning early create better client outcomes💡 Planning years ahead creates optionality — waiting removes it 🧠 Notable Quotes 🗣 "Most business owners don't realize how much of their net worth is tied to their business."🗣 "If you don't plan ahead, you don't get what your business is worth — period."🗣 "Exit planning isn't about selling tomorrow. It's about being ready when the opportunity comes."🗣 "The goal isn't just to sell — it's to sell on your terms." 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 Website: https://www.adrenalineadvisor.com
Transcribe →Scaling Without Burnout: Systems, Staff, and Smarter Growth
Jan 1300:48:30Tap to summarizeIn 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 Why most advisors struggle to scale — and how control is often the real bottleneck The difference between marketing that builds familiarity vs. prospecting that creates action How automation and systems create freedom (not distance) from clients What it really means to hire the right people — and when the wrong hire caps your growth The shift from "financial planning firm that does marketing" to "marketing firm that does planning" Why growth isn't about working harder — it's about removing friction Lifestyle practice vs. scalable firm: choosing intentionally, not reactively 🔑 Key Takeaways 💡 Growth doesn't come from one tactic — it comes from building an entire system that works together💡 Delegation only works when the right people are in the right seats💡 Advisors have a responsibility to market ethically — not a discomfort to avoid💡 The ultimate scale comes when clients trust the firm, not just the founder 🧠 Notable Quotes 🗣 "If you know, but you don't act — then you don't know."🗣 "We're not a financial planning firm that does marketing. We're a marketing firm that happens to do financial planning."🗣 "The badge of honor isn't working 70 hours a week — it's building something that runs without you." 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/adamkoosWebsite: https://www.adrenalineadvisor.com
Transcribe →Global Value Cycles, Home-Country Bias & the Discipline Behind 'Good Losses': Part 2 with Meb Faber
Dec 1100:38:39Tap to summarizeIn 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. Whether you're refining your portfolio process, rethinking risk, or helping clients understand how markets really behave, this episode offers clear, practical insight advisors can put to work immediately. ________________________________________ Episode Timestamps 00:00 – Welcome & Part 2 kickoff 00:45 – Why U.S. investors are overexposed by default 03:00 – Home-country bias in both advisors and clients 05:20 – When foreign markets outperform the U.S. 08:10 – Value cycles and market regimes 12:00 – Why diversification feels bad in real time 15:00 – Trend following and the role of "good losses" 18:30 – Thinking in decades vs quarters 21:15 – How narratives help investors stay disciplined 24:40 – Small caps, value, and non-U.S. markets entering new cycles 28:00 – The emotional challenge of sticking with a system 31:00 – Real assets, gold, and inflation regimes 34:00 – Portfolio construction lessons advisors overlook 37:00 – Closing thoughts from Meb (end of Part 2) ________________________________________ Key Takeaways 💡 Home-country bias is one of the biggest blind spots in portfolio construction. Most investors dramatically overweight the U.S. without realizing how often other countries lead. 💡 Diversification still works — it just rarely feels good in real time. Global markets rotate in long, humbling cycles. 💡 "Good losses" are part of a disciplined system. Trend following isn't prediction — it's survival through deep, behavioral drawdowns. 💡 Value, small caps, and foreign markets may be entering a new leadership cycle. Patience is required because these cycles play out over years, not months. 💡 Clients absorb stories better than statistics. Simple analogies often outperform charts when explaining market behavior. ________________________________________ Key Quotes 🗣 "Home-country bias is one of the biggest problems investors don't realize they have." — Meb Faber 🗣 "Diversification works in practice, not in emotion." — Meb Faber 🗣 "A good loss is one that follows your rules." — Adam Koós 🗣 "Markets move in decades, not quarters." — Meb Faber ________________________________________ Connect with Meb Faber Website: https://mebfaber.com Cambria Investments: https://cambriainvestments.com The Meb Faber Show: https://themebfabershow.com Idea Farm Research: https://theideafarm.com X (Twitter): https://twitter.com/MebFaber YouTube: https://www.youtube.com/@MebFaber ________________________________________ Follow Adrenaline Advisor Facebook: https://facebook.com/adrenalineadvisorconsulting Instagram: https://instagram.com/adrenaline.advisor Threads: https://www.threads.com/@adrenaline.advisor LinkedIn: https://linkedin.com/company/adrenaline-advisor-consulting TikTok: https://tiktok.com/@adrenalineadvisor Email: info@adrenalineadvisor.com Website: https://adrenalineadvisor.com Connect with Adam Koós: LinkedIn: https://linkedin.com/in/adamkoos Website: https://adrenalineadvisor.com
Transcribe →"Trend Following, Market Volatility, and Portfolio Strategy: Meb Faber's Guide for Financial Advisors"
Dec 401:13:24Tap to summarizeIn 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 01:00 – Meb's path to quant investing 03:30 – Lessons from bubbles & early losses 06:00 – Challenging widely accepted beliefs 09:00 – Trend following & the 10-month rule 12:00 – Power laws and outlier returns 15:30 – Generational investing biases 18:00 – Buffett, Bogle & misunderstood market quotes 21:00 – The "worst days" myth 24:00 – Performance chasing in advisors 27:00 – Cambria's rules-based approach 30:00 – Concentration, diversification & recency bias 34:00 – Global value investing & patience 38:00 – Dividend misunderstandings 42:00 – Bonds, regimes & yield spreads 46:00 – Gold's role in portfolios 50:00 – Trend following vs prediction 53:00 – Biggest mistakes advisors make 57:00 – Buy & hold limitations 01:00:00 – Behavior traps & panic selling 01:10:00 – Closing thoughts (end of Part 1) Key Takeaways 💡 Trend following is about discipline, not prediction. Price reflects reality, and ignoring drawdowns is what leads clients to panic. 💡 Time horizon misunderstandings are one of advisors' biggest blind spots. Strategies can take decades — not quarters — to demonstrate edge. 💡 Performance chasing destroys more wealth than bad strategies. Most investors buy after periods of strength and sell after weakness. 💡 Dividends, bonds, and gold are misunderstood. Advisors must reframe expectations and explain trade-offs. 💡 Clients only want two things in a downturn: Am I going to be okay? Do you have a plan? If you can answer yes to both, retention skyrockets. 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:https://www.cambriainvestments.com/ https://mebfaber.com/ https://www.themebfabershow.com/ LinkedIn:https://www.linkedin.com/in/mebanefaber/ X (Twitter):https://x.com/MebFaber YouTube:https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w?sub_confirmation=1 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 Website: https://www.adrenalineadvisor.com
Transcribe →Carl Richards on Sketches, Conversations, and the Future of Advice
Oct 3000:36:07Tap to summarizeAdam 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: 02:00 – How a desperate sketch in a client meeting changed everything 06:00 – The email that landed Carl at The New York Times 09:00 – Luck, persistence, and increasing your "luck surface area" 11:00 – Why Your Money is really a "conversation grenade" 13:00 – Carl's favorite sketches on risk and uncertainty 14:00 – Shifting from being "slightly better" with money to seeing it differently 17:00 – "Less Wrong Tomorrow" and how advisors can use it with clients 22:00 – What separates transformative advisors from the rest 24:00 – Presence, listening, and watching for the "crunchy bits" 26:00 – Why clients abandon plans (and what advisors might be missing) 30:00 – AI, self-driving money, and the evolving value of advisors Key Takeaways: 💡 Simple sketches can transform complex financial conversations. 💡 Advisors must shift focus from jargon to meaning and presence. 💡 Clients abandon plans when they don't feel truly heard. 💡 "Less Wrong Tomorrow" is a powerful sketch for guiding clients. 💡 AI may automate money—but human guidance remains irreplaceable. Key Quotes from Carl Richards: 🗣 "What if you're not bad at money—what if you're just asking the wrong questions?" 🗣 "The best advisors are deeply present and attuned to their clients." 🗣 "The most powerful sketch? Less Wrong Tomorrow." 🗣 "Self-driving money is coming—but someone still has to tell it where to go." Connect with Carl Richards: Website: behaviorgap.com https://www.linkedin.com/in/thinkingcarl/ https://x.com/behaviorgap https://www.instagram.com/behaviorgap Book: Your Money: Reimagining Wealth in Simple Sketches (available October 21) 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: 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
Transcribe →Decoding Market Psychology with David Keller
Sep 2500:56:15Tap to summarizeAdam 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: 01:00 – David's unconventional path from music and psychology into finance 04:00 – Early days at Bloomberg and discovering technical analysis 06:00 – Running Fidelity's technical research department and the chart room legacy 13:00 – Why David launched Sierra Alpha Research and Market Misbehavior 18:00 – Breaking down myths about technical analysis and "predicting the future" 22:00 – How momentum, price, and relative strength guide smarter investing 27:00 – Famous quotes and lessons from Buffett, Templeton, and others 31:00 – Behavioral biases that derail both clients and advisors 38:00 – Why routines matter more than predictions in successful investing 46:00 – David's go-to indicators and risk management tools 52:00 – Practical advice for the next generation of financial advisors Key Takeaways: 💡 Technical analysis isn't about fortune telling; it's about recognizing reality in the markets. 💡 Advisors face the double challenge of managing both client and personal biases. 💡 Routines and consistent processes matter more than "perfect calls." 💡 Behavioral finance and momentum studies validate what technicians have practiced for decades. 💡 Staying objective requires tools, indicators, and humility. 💡 The best investors don't know everything; they ask the best questions. Key Quotes from David Keller: 🗣 "It's okay to be wrong. It's not okay to stay wrong." 🗣 "Price is fact - and it has information just like earnings do." 🗣 "A consistent but imperfect process beats a perfect but inconsistent one." 🗣 "The most successful investors aren't the smartest — they're the most self-aware." 🗣 "Relative strength is about putting your money with the playoff teams." Connect with David Keller and Market Misbehavior: Website: https://www.marketmisbehavior.com YouTube https://www.youtube.com/@DKellerCMT LinkedIn: https://www.linkedin.com/in/dckeller/ Connect with Adam Koós and 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
Transcribe →The Hidden Fuel Behind Explosive Practice Growth
Aug 2800:35:29Tap to summarizeIn 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 01:00 – Why Adam doubled his business and what drove it 03:00 – The COVID pivot: client retention through systems 05:00 – Building a scalable practice: no silver bullets, just structure 07:00 – Finding the right "fuel" to scale as a solo advisor 09:00 – Adam's upbringing and the drive behind his success 11:00 – "We're a marketing firm that does planning" — what that really means 14:00 – Ethics, trust, and doing what's right in financial services 16:00 – Why marketing is a responsibility, not a luxury 18:00 – The real engine behind growth: onboarding and segmentation 20:00 – Scaling with systems, minimums, and fee structures 22:00 – Delegation, automation, and protecting your time 24:00 – Stop chasing the horizon: focus on the daily activities 27:00 – Protecting clients from bad advice and bad actors 31:00 – The power of mentorship and shamelessly asking for help 33:00 – Finding your own fuel and building a firm around happiness and intention Key Takeaways: Growth requires structure. Success doesn't come from one big idea — it's the result of repeatable systems, intentional strategy, and consistent execution. Marketing is service. If you're doing great work and not reaching the people who need you, you're falling short. Marketing is how you earn the right to help more people. Your onboarding process matters. A strong onboarding experience is foundational to building trust and increasing conversion — don't overlook it. Delegate to scale. You can't grow alone. Automation and systems protect your time so you can focus on what matters most. Vision > Vanity Metrics. Focus less on arbitrary goals and more on the daily activities that drive long-term success. Key Quotes: "We're not a financial planning firm that does marketing — we're a marketing firm that happens to do financial planning." – Adam Koós (00:11:00) "If you're a great advisor but no one knows about you, what good are you?" – Adam Koós (00:16:00) "Delegation and systems are what give you your time and freedom back — not hustle." – Adam Koós (00:22:00) "I don't believe it's our privilege to learn marketing — it's our responsibility." – Adam Koós (00:16:30) "You have to build the firm that makes you happy. Otherwise, what's the point?" – Adam Koós (00:33:00) 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 Website: truestfancoaching.com Mastermind Info: truestfan.com/pfamastermind YouTube Channel: @truestfancoaching LinkedIn: linkedin.com/in/truestfan
Transcribe →High Performers Don't "Wing It"
Jul 31, 202500:21:06Tap to summarizeIf 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: 00:45 – Why most advisors don't make time to plan 02:03 – The 5-part framework: values, vision, mission, goals, and targets 04:30 – Time and values audit 06:30 – $50/hour vs. $800/hour work 08:00 – What's your unique ability — and are you doing enough of it? 09:05 – "Perfect Day" planning exercise 11:30 – Visualizing your future without limits 13:45 – Why SMART goals fall short 15:00 – Backing into income and lifestyle goals 16:30 – Turning your vision into weekly actions 17:50 – What high performers do differently 19:00 – Laminate your goals (yes, really) 20:00 – Final thoughts 🔑 Key Takeaways: Winging it isn't a strategy, even if you're already successful A simple 5-part framework can help you align your business with your life Your calendar reveals your true priorities High-performers plan backwards from vision and income goals Delegating low-value tasks is essential for sustainable growth You don't need a new idea, you need a better system 👤 Connect with Adam LinkedIn: https://www.linkedin.com/in/adamkoos/ Learn more about 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 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. Register for the webinar Register for the Q+A call
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