Tactical Models, Trend Following, and the Mindset Shift That Changed My Practice
The Advisor's Fuel Podcast with Adam Koos
Release Date: 06/26/2025
The Conversation Advisors Should Be Having With Business Owners (But Often Aren’t)
The Advisor's Fuel Podcast with Adam Koos
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...
info_outline
Scaling Without Burnout: Systems, Staff, and Smarter Growth
The Advisor's Fuel Podcast with Adam Koos
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...
info_outline
Global Value Cycles, Home-Country Bias & the Discipline Behind ‘Good Losses’: Part 2 with Meb Faber
The Advisor's Fuel Podcast with Adam Koos
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. 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...
info_outline
“Trend Following, Market Volatility, and Portfolio Strategy: Meb Faber’s Guide for Financial Advisors”
The Advisor's Fuel Podcast with Adam Koos
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...
info_outline
Carl Richards on Sketches, Conversations, and the Future of Advice
The Advisor's Fuel Podcast with Adam Koos
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...
info_outline
Decoding Market Psychology with David Keller
The Advisor's Fuel Podcast with Adam Koos
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...
info_outline
The Hidden Fuel Behind Explosive Practice Growth
The Advisor's Fuel Podcast with Adam Koos
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...
info_outline
High Performers Don’t “Wing It”
The Advisor's Fuel Podcast with Adam Koos
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...
info_outline
Tactical Models, Trend Following, and the Mindset Shift That Changed My Practice
The Advisor's Fuel Podcast with Adam Koos
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...
info_outline
Unlock the Power of Tech in Finance: Automation Strategies for Advisors with Arielle Minicozzi
The Advisor's Fuel Podcast with Adam Koos
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...
info_outlineIn 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
05:30 – What’s Top of Mind: Market Seasonality & the 2024 Election
07:30 – Should Clients Wait to Invest? (Advisor Framing Tips)
10:00 – Why Tactical Trend-Following Entered Adam’s Practice
13:00 – Tactical vs. Strategic Models: Construction and Purpose
16:00 – Analogies to Help Clients Understand Complex Strategy
18:00 – Why Clients Abandon Financial Plans
20:00 – The U.S. Debt Problem and Economic Outlook
22:00 – Advisor PSA: Most Clients Don’t Have a Plan Until 52
23:00 – Where to Start: Fiduciary Referrals and Building Trust
Key Takeaways:
🔹 Tactical Isn’t Timing: Trend following doesn’t predict the market—it adapts to it.
🔹 Realistic Portfolios = Sticking to the Plan: If clients abandon their portfolio, they were probably in the wrong one to begin with.
🔹 Election-Year Paralysis Is Real: Advisors must lead with calm, not predictions.
🔹 Strategic + Tactical = Flexibility + Discipline: Most clients benefit from a blended approach.
🔹 Use Analogies: Tornado sirens, playoffs, road trips—good metaphors lead to better client buy-in.
🔹 Technical Analysis Is a Differentiator: It’s not mainstream—but it’s powerful when used correctly.
🔹 Build Planning Conversations Sooner: Don’t let prospects wait until their 50s to start.
🔹 Risk Framing Beats Return Chasing: Align portfolios with emotional capacity, not projections.
Key Quotes from Adam Koós:
🗣 “Every seven tornado sirens, one touches down. That’s why tactical models matter.”
🗣 “Clients don’t abandon financial plans—they abandon portfolios that weren’t built for them.”
🗣 “I don’t have a crystal ball, and I’m honest about it. That’s what builds trust.”
🗣 “You can’t just diversify and hope. We need to engineer portfolios people won’t walk away from.”
🗣 “Trend following changed my practice because it gave me conviction in down markets.”
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:
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 on LinkedIn: https://www.linkedin.com/in/adamkoos/