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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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How do business owners and CEOs increase their profits, increase efficiency and reduce the amount of time they spend within the business, all while growing their net worth for eventual sale and exit? Our mission is to answer this question and unlock the secrets to success in the world of business transition planning. Welcome to Elevate Your Business - a podcast where we discuss valuable but sophistricated and complex growth and exit strategies - and make them easy to understand. Join us as w ...
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De allerbeste series, podcasts en tv-programma's: wáár vind je die? Nou, hier. Je kent de VPRO Koos podcast als dé podcast over podcasts. Maar Koos' podcast gaat meer doen. Vanaf nu bespreken Atze de Vrieze en Yuki Kho elke week één onmisbare mediatip om te kijken of te luisteren, samen met een van onze VPRO Gids-experts.
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In this special episode share, Adam Koós, joins Gary Heldt as a guest on the Grow Your Business and Grow Your Wealth Podcast for a wide-ranging conversation on fiduciary responsibility, business exit planning, and the hidden risks business owners face when they wait too long to plan. Adam shares his personal journey from pre-med to finance, why he …
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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…
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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…
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In this How I Built This episode of The Elevate Your Business Podcast, Adam sits down with George Sortino — a Sicilian-born, American-made entrepreneur who built hotels, restaurants, bowling alleys, sports books, barbershops, and entertainment centers across Northern Ohio. From arriving in the U.S. at age seven, to buying his first hotel with no mo…
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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 in…
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In this episode of The Elevate Your Business Podcast, host Paden Squires sits down with Adam Koós — founder and president of Libertas Wealth Management Group and creator of Adrenaline Advisor Consulting. Adam shares how he built a thriving firm from the ground up after starting his career just ten days before 9/11. From grinding through door-to-doo…
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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, m…
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In this episode of The Elevate Your Business Podcast, host Adam Koós welcomes Christine, a former corporate leader who turned her career burnout into a catalyst for creating a purpose-driven business. Christine opens up about the moment she realized success wasn't just about climbing the corporate ladder, how she built a business aligned with her v…
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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-driv…
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Adam Koós joins legacy coach Angelina Carleton on her show to explore one of the most overlooked (yet critical) parts of building and exiting a business: defining what legacy really means. Too often, business owners wait until the last minute to plan their exit, focusing only on financials or legal documents while avoiding the deeper, more personal…
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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 …
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In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Traci DeForge, founder of Produce Your Podcast, to explore how podcasting has evolved into one of the most powerful tools for business development and brand authority. With over 30 years of experience in broadcast media and Fortune 500 consulting, Traci shares how s…
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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 techn…
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In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Bill Woods, co-founder and CMO of 50 Marketing and host of the Missing Half podcast, to explore the crucial role marketing plays in scaling your business and boosting your company's value at exit. With over two decades of experience in B2B and manufacturing marketin…
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In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Shelly Peterson, President of Kahuna Investments, to discuss her remarkable journey from a successful career in pharmaceutical sales to managing over $250 million in real estate assets. Shelly shares how a life-changing investment inspired her to pivot careers and h…
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In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Sharad Mehta, the Founder and CEO of REsimpli, to discuss how he transformed his real estate business from a solo operation into a scalable powerhouse. Sharad shares his journey from an accountant at EY to a real estate mogul who has flipped over 800 properties and …
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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 impor…
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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…
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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, choosin…
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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/…
  continue reading
 
In this episode of Elevate Your Business, Adam welcomes Andrew Doup, founder of Syndication Counsel, to discuss the powerful tax benefits of Qualified Opportunity Zones. Andrew shares his expertise on how these zones work, the federal and state tax incentives they offer, and how investors can strategically leverage them to maximize their returns wh…
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In this episode of Elevate Your Business, Adam sits down with Joseph Sofia, Regional President of First National Bank in Central Ohio. With expertise in commercial and middle-market banking, loan origination, portfolio management, and credit analysis, Joseph shares practical insights for business owners navigating the complexities of scaling and se…
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In this episode of Elevate Your Business, Adam continues the "How I Built It" series with Andy Fruechtnicht, CEO, President, and Founder of Single Source IT, based in Columbus, Ohio. Andy shares his journey from his very first job to becoming a successful entrepreneur in the IT industry. He talks about what inspired him to start his business and th…
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In this episode of "Elevate Your Business," Adam talks with Bob St. Germain, Managing Director and Principal at Corporate Finance Associates in Columbus, Ohio, about why exit planning is essential for business owners from day one. Bob explains the importance of integrating exit strategies from day one, transforming the way owners think about and pl…
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In this episode of "Elevate Your Business," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your assets.…
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In this episode of "Elevate Your Business," Adam sits down with Robb Christenson and Chuck Nauman, Co-Founders and Partners at Peerless Search, a leading talent solutions firm specializing in Finance, Accounting, and Tech placements. Robb and Chuck share their insights on the current state of recruiting, emphasizing the crucial role of authenticity…
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In this episode of "Elevate Your Business," Adam welcomes John Aman, Partner at B2BCFO and a 30+ year veteran in the financial services industry. Specializing in lower and middle-market privately held companies with revenues ranging from $2 million to $60 million, John shares his expertise on how CFOs analyze financials to drive profit growth. Adam…
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