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_outlineThe 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...
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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 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...
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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, 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_outlineThe 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_outlineThe 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_outlineThe 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_outlineThe 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_outlineThe Advisor's Fuel Podcast with Adam Koos
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...
info_outlineThe Advisor's Fuel Podcast with Adam Koos
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 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...
info_outlineIf 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
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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.