The Elevate Your Business Podcast with Adam Koos

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 we talk to successful entrepreneurs, share new and profitable ideas, and help you to grow wiser and wealthier... so that you can experience limitless success in both life and business. Hosted by Adam Koós, CFP®, CMT, CEPA

The Missing Piece in Most Exit Strategies 08/21/2025

The Missing Piece in Most Exit Strategies 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 side of what they’ll leave behind. Adam shares insights from 23 years of experience helping clients navigate business transitions, and why legacy planning starts long before you list your company for sale. They discuss how values, identity, and clarity impact decision-making, why some advisors and attorneys struggle to have real conversations about mortality and legacy, and what business owners can do now to ensure their exit aligns with their life - not just their bank account. Whether you're 2 years or 10 years away from selling, this episode is a powerful reminder that strategy is only part of the equation. Legacy is built by design. ⏱️ Episode Timestamps: 00:00 – Introducing Adam Koós + Today’s Topic 01:25 – Why Most Owners Avoid Planning Their Exit 03:05 – The Role of Mortality in Business Planning 05:00 – What Legacy Really Means (It’s Not a Will) 07:20 – Bridging the Gap Between Head and Heart 10:00 – Why Most Advisors Skip the Deeper Conversations 12:45 – The Cost of Misalignment in Business Transitions 15:30 – Designing a Life (and Business) That Reflects Your Values 18:10 – Why Exit Planning Is a Human Problem, Not Just a Financial One 21:00 – What a Purpose-Driven Exit Strategy Looks Like 25:00 – Advice for Business Owners Starting the Process 29:00 – Final Thoughts on Legacy, Fulfillment, and Intentional Planning Key Takeaways: Legacy planning isn’t legal paperwork. It’s the intentional process of aligning your exit with your values, identity, and long-term vision. Most owners wait too long. Avoidance and fear of mortality prevent critical conversations that shape a meaningful legacy. Exit planning is human work. It’s not just financial or strategic—it’s emotional, relational, and deeply personal. Values shape decisions. When you lead with purpose, you build a company (and exit plan) that reflects what matters most. Start earlier than you think. Even if you’re years away from selling, legacy work begins long before the paperwork. Key Quotes from Adam Koós: "You can’t build a meaningful exit plan if you haven’t defined what you want your life to look like on the other side." "It’s not about what you’re walking away from—it’s about what you’re walking into." "Legacy is built by design. If you don’t define it, someone else will." "Financials are only half the equation. The other half is purpose." Connect with Adam Koós www.elevateandexit.com Email: /episode/index/show/dc78ce5f-46dc-42bb-9c8e-5d7a2e37633f/id/37882995

The Power of Podcasting: How Traci DeForge Transforms Business Growth 07/17/2025

The Power of Podcasting: How Traci DeForge Transforms Business Growth 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 she’s helped everyone from scrappy startups to brands like Google and Hilton harness the power of podcasting. From launching your show with purpose to avoiding costly content mistakes, this episode delivers clear, practical strategies for creating a podcast that actually drives results. Traci also opens up about how her own journey, from radio executive to podcast pioneer, shaped the mission behind her company. Whether you're an advisor, entrepreneur, or small business owner, this episode will show you how podcasting can amplify your voice, generate leads, and deepen trust with your audience. ✨ Key Takeaways: Start with Why: Podcasting isn’t just about creating content. It’s about serving your audience with intention and value. Don’t Treat It Like a Hobby: Treat your podcast like a core piece of your business development strategy. Consistency Compounds: Showing up regularly and delivering high-value content builds trust over time. Podcasting Is a Business Tool: Done right, a podcast can generate leads, increase brand visibility, and attract the right clients. Your Clients Are Your Bosses: A service-first mentality is key to long-term growth and retention. Podcasting is Becoming Media: As traditional media fades, podcasting is positioned to become the next dominant content platform. 🎙️ Connect with Traci DeForge: Website: LinkedIn: Facebook: Instagram: Youtube: 📲 Connect with ELEVATE and Adam Koós: LinkedIn: · Facebook: · Instagram: · Threads: · LinkedIn: · Twiiter: · Tiktok: · Youtube: · email: info@elevateandexit · website: /episode/index/show/dc78ce5f-46dc-42bb-9c8e-5d7a2e37633f/id/37429405

The Marketing Gap Killing Your Valuation (and How to Fix It) with Bill Woods 06/26/2025

The Marketing Gap Killing Your Valuation (and How to Fix It) with Bill Woods 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 marketing, Bill breaks down how building a repeatable, scalable, and predictable marketing and sales engine can elevate your valuation multiples and attract the right kind of buyers. He shares what most business owners get wrong about marketing, the surprising return of direct mail, why voice-of-customer research matters more than ever, and how founder-led branding can give you a competitive edge. This episode also covers the difference between brand promise and brand aspiration, the importance of patience in ROI expectations, and actionable ways to align your strategy with what today’s acquirers are really looking for. Whether you’re scaling for growth or preparing for a strategic exit, this conversation delivers practical insights every business owner should hear. Episode Timestamps: 00:00 - Welcome and Intro to Elevate Your Business 01:50 - Meet Bill Woods: CMO of 50 Marketing and Host of Missing Half 03:15 - Common Marketing Mistakes: Strategy Gaps and Customer Disconnects 05:30 - Voice of Customer: Why Listening Drives ROI 08:00 - Content That Converts: 100 Views from the Right People Can Be a Game-Changer 10:50 - Direct Mail Isn’t Dead: Why Physical Mail Works in B2B Again 13:10 - Brand Promise vs. Brand Aspiration: A Critical Distinction 18:00 - AI in Marketing: What’s Useful and What’s Overhyped 22:30 - Personal Branding for Founders: Standing Out in B2B 27:30 - Patience and ROI: Marketing Isn’t a 30-Day Turnaround 31:20 - Content Strategy at 50 Marketing: Algorithm Awareness + ICP Focus 36:30 - Posting Natively vs. Schedulers: Does It Make a Difference? 41:20 - Marketing’s Role in Multiples and Buyer Readiness 44:30 - Final Thoughts and Where to Learn More Key Takeaways: 🔹 Strategy Before Tactics: Most marketing fails because the strategy is unclear or disconnected from real customer needs. 🔹 Marketing = Multiples: A repeatable, scalable marketing engine drives higher valuation and buyer interest at exit. 🔹 Voice of the Customer Matters: Consistent customer feedback loops lead to better product-market fit and stronger ROI. 🔹 Direct Mail Is Back: In a cluttered digital world, physical mail stands out—and even Gen Z is paying attention. 🔹 Don’t Confuse Brand Promise with Brand Aspiration: Your brand must reflect what you can deliver today, not what you hope to deliver someday. 🔹 Native Posting Wins: Social media platforms often suppress scheduled posts—posting directly can boost reach and visibility. 🔹 Be Patient with ROI: B2B buying cycles are long. You need time, consistency, and persistence to see returns. 🔹 Founder-Led Branding Is Underrated: People buy from people. Having the founder as a visible brand advocate can give your business a real advantage. Key Quotes from Bill Woods: "100 views on the right B2B video could be worth $20 million. Don’t compare it to YouTube influencers." — (08:00) "Your brand promise is what you deliver today. Your brand aspiration is where you want to be—don’t confuse them." — (18:00) "We’re in an age where voice-of-customer research isn’t a nice-to-have. It’s a must." — (05:30) "Everything old is new again—direct mail is winning attention where email is overflowing." — (11:00) "The companies with repeatable, scalable marketing engines earn the best multiples. Period." — (41:20) Connect with Bill Woods and 50 Marketing: Website: LinkedIn (Personal): LinkedIn (Company): Facebook: Instagram: Connect with ELEVATE and Adam Koós: 🎧 🌐 For more resources on scaling your business, building a successful exit strategy, and business transition education, visit: 🔗 Follow ELEVATE and Exit on Social Media: Facebook: Instagram: Threads: LinkedIn: Twitter: TikTok: Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) through the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm located in Columbus, Ohio. ******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans). /episode/index/show/dc78ce5f-46dc-42bb-9c8e-5d7a2e37633f/id/37125485

From Layoffs to Legacy: How Shelly Peterson Scaled a $250M Real Estate Empire 05/15/2025

From Layoffs to Legacy: How Shelly Peterson Scaled a $250M Real Estate Empire 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 how she leveraged her relationship-building skills to thrive in the world of passive real estate investing. Shelly also discusses the challenges of transitioning from the corporate world to entrepreneurship, how she and her husband built Kahuna Investments from the ground up, and the power of empowering women to take control of their financial futures. With practical advice on scaling a real estate business, managing investor relations, and maintaining a “white-glove” service approach, this episode is packed with actionable insights for business owners looking to grow and systemize their operations. Whether you're scaling your business or exploring new investment opportunities, this episode offers a powerful story of resilience, transformation, and the strategic mindset required to build a lasting legacy. Episode Timestamps: 00:00 - Welcome to Elevate Your Business Podcast 00:36 - Housekeeping and Introductions 01:02 - Introducing Shelly Peterson: From Pharma to Real Estate 01:58 - Shelly’s Journey: Transitioning from Corporate America to Real Estate 08:35 - Building Investor Relationships: The Key to Real Estate Success 09:24 - Empowering Women to Take Control of Their Financial Future 12:51 - Getting Started with Passive Real Estate Investing: Shelly’s Tips 16:00 - High-Level Investor Service: Ensuring Transparency and Communication 18:15 - Financial Reporting Done Right: The Kahuna Approach 20:09 - The Mindset Shift: Moving from Corporate to Real Estate 20:41 - Overcoming Knowledge Gaps: Learning the Language of Real Estate 23:16 - Building a Positive Team Culture: Leading with Heart 25:53 - What’s Next for Kahuna Investments: The Kahuna Fund and Future Plans 27:30 - Hiring with Purpose: Building a Culture-Driven Team 28:26 - Navigating Market Changes: The Role of Market Knowledge and Political Climate 30:03 - Closing Remarks: Free Book Offer and Contact Information Key Takeaways: Transitioning Careers: Shelly Peterson’s journey from pharmaceutical sales to managing a $250M real estate portfolio highlights the power of embracing change and leveraging past skills in new industries. Empowering Women in Finance: Shelly is passionate about helping women take control of their financial futures by investing in assets that generate cash flow rather than simply spending. Building Investor Trust: High-quality financial reporting and transparent communication are crucial for maintaining strong relationships with passive investors. Mindset Shifts: Moving from corporate life to entrepreneurship requires breaking away from old identities and fully immersing oneself in the new field. Leadership and Culture: Successful businesses thrive on a strong team culture, clear values, and an all-in mentality. Shelly’s approach to leadership fosters loyalty and motivation among her team. Scaling with Systems: Kahuna Investments is focused on strategic growth, building a culture-driven team, and creating efficient systems to manage their expanding portfolio. Key Quotes from Shelly Peterson: "I always say the journey is the reward, and so if you're a business owner out there, if you're feeling the hustle and grind and it gets tiring, you have to remember that the journey is the reward." - (00:01:58) "What really is sexy for us gals is when we put money into something that's making us money." - (00:09:41) "I love watching women taking control of their finances and really partnering up with their partner and just doing it together." - (00:12:11) "It hurts my heart because financial reporting should be the gold standard across the industry, but it's not." - (00:18:15) "I was completely lost for the first year. I thought, 'Why would anybody want to do this?' But shame on me, I thought I was above it." - (00:21:28) "I told my regionals, 'You're either with us or you're not. If you have one foot in the door and one foot out, there's no business of you being here at Kahuna.'" - (00:24:08) Connect with Shelley Peterson of Kahuna Investments: Website: Facebook: LinkedIn: LinkedIn: Connect with ELEVATE and Adam Koós: CLICK BELOW to subscribe to the ELEVATE Your Business Podcast on Apple!: For more resources on scaling your business, building a successful exit strategy, and business transition education, visit: Or connect with ELEVATE and Adam Koós on Social Media: Facebook: Instagram: Threads: LinkedIn: Twitter: TikTok: For questions or more information, contact: Email: [email protected] Website: Phone: (614) 543-1350 --- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio. ******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans). /episode/index/show/dc78ce5f-46dc-42bb-9c8e-5d7a2e37633f/id/36539120

Systemize to Scale: How Sharad Mehta Built a Real Estate Powerhouse 05/08/2025

Systemize to Scale: How Sharad Mehta Built a Real Estate Powerhouse 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 built a portfolio of 60 rental units owned free and clear. As a business owner, scaling efficiently while maintaining profitability is key. Sharad breaks down how he systemized his entire operation by building REsimpli, an all-in-one real estate software solution that integrates marketing, lead management, accounting, and team collaboration. Learn how his passion for data-driven decisions and simplifying workflows allowed him to scale without sacrificing quality or profitability. If you’re looking to build a business that can operate independently of you, this episode is packed with insights on how to automate processes, leverage technology, and maintain consistency in order to scale. Plus, Sharad discusses his philosophy of financial conservatism and how it guided his decision to own properties free and clear instead of leveraging them. Whether you’re in real estate or running any kind of business, this episode provides actionable strategies for creating a scalable, resilient, and exit-ready business. Episode Highlights: 00:00 Welcome to ELEVATE Your Business Podcast 00:28 Introducing Sharad Mehta: Building a Real Estate Powerhouse 01:30 From Accounting to Real Estate: Sharad’s Entrepreneurial Journey 03:21 The Power of Systems: How REsimpli Was Born 06:01 Automating Real Estate Operations for Scalability 14:03 Building a Business That Runs Itself 18:24 Data-Driven Decisions for Sustainable Growth 18:34 Managing a Remote Real Estate Team 20:32 Building Trust and Reliable Partnerships 21:26 Real Estate as a Scalable Business Model 22:11 Why Automation Matters in Scaling 24:27 Maintaining Consistency While Scaling 29:16 Navigating Market Changes with Systems 31:23 Numbers Don’t Lie: Using Data to Drive Success 33:36 Conclusion and Contact Information Connect with Sharad Mehta and REsimpli: Website: Facebook: LinkedIn: Instagram: Twitter: YouTube: Connect with ELEVATE and Adam Koós: CLICK BELOW to subscribe to the ELEVATE Your Business Podcast on Apple!: For more resources on scaling your business, building a successful exit strategy, and business transition education, visit: Or connect with ELEVATE and Adam Koós on Social Media: Facebook: Instagram: Threads: LinkedIn: Twitter: TikTok: Subscribe on YouTube: Subscribe on Apple Podcasts: Subscribe on Spotify: For questions or more information, contact: Email: [email protected] Website: Phone: (614) 543-1350 --- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio. ******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans). /episode/index/show/dc78ce5f-46dc-42bb-9c8e-5d7a2e37633f/id/36477550

Leveraging Qualified Opportunity Zone State Tax Credits with Andrew Doup 12/19/2024

Smart Strategies for a Successful Business Exit with Joseph Sofia 12/12/2024

How I Built It with Andy Fruechtnicht, Founder and CEO of Single Source IT - Elevate Your Business 11/21/2024

Getting 'Exit Planning' Out of Your Vocabulary with Bob St. Germain 11/07/2024

Simplifying Estate Planning with Dan Baron of Baron Law 10/24/2024

Recruiting and Attracting Top Talent with Robb Christenson and Chuck Nauman of Peerless Search 09/26/2024

CFO Secrets: Maximizing Profits with CFO Strategies with John Aman, Partner at B2BCFO 08/29/2024

The Future of Accounting and CPAs with David Hartley 08/15/2024

Understanding ESOPs with Joseph Sophia, Troy Starr, and Greg Daugherty 08/01/2024

Navigating Digital Business Acquisitions for IT Professionals with Michael Frew 07/18/2024

How To Use 1031s and DSTs To Minimize Real Estate Taxes with Greg Smith, VP of IPX1031 07/04/2024

Mastering Financial Metrics and Team Building with Jody Grunden 06/13/2024

From Adversity to Thriving Restaurateur: A Conversation with Just Chicken Founder D'Andre Martin 06/06/2024

Unlocking College Savings: Tax-Free Tuition Hacks and Income Shifting Strategies with Amber Gilsdorf and Katie Cox 05/23/2024

Behind the Pages: Mastering Business Influence with Ghostwriter Extraordinaire, Michael Levin 05/16/2024

Behind the Pages: Mastering Business Influence with Ghostwriter Extraordinaire, Michael Levin Tune in to the next episode of "Elevate Your Business" for an engaging discussion between host Adam Koos and Michael Levin, a seasoned ghostwriter with an impressive track record of over 1000 books spanning three decades. In this episode, they delve into the intricacies of avoiding the "commodity trap" and building trust in a landscape where establishing credibility can be challenging. With a focus on the significance of authorship in the business world, Adam and Michael explore why writing a book is not just beneficial, but essential for professionals looking to make their mark. Join the conversation as Michael offers insights into the collaborative process between ghostwriters and their clients, offering valuable perspectives on what goes into crafting a successful book. Whether you're considering working with a ghostwriter or tackling the writing process solo, Michael shares practical advice for bringing your literary ideas to fruition efficiently. Moreover, gain valuable insights into overcoming common obstacles that may be holding you back from realizing your writing goals, and discover actionable strategies for turning your aspirations into tangible achievements. Don't miss out on this insightful episode packed with tips for leveraging the power of storytelling to enhance your business and personal brand. Contact Michael BestEarningAuthor.com: Cell: 617-543-3747 Email: Subscribe on YouTube: Subscribe on Apple Podcasts: Subscribe on Spotify: Libertas Wealth: For more VIDEO podcasts like this one: For more AUDIO podcasts: For educational VIDEOS and Stock Market Updates: For general financial educational ARTICLES: For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: Or follow Adam on Instagram @AdamDKoos /episode/index/show/dc78ce5f-46dc-42bb-9c8e-5d7a2e37633f/id/31306557

Bridging Talent and Opportunity: Inside HBCU Connect with CEO and Founder Will Moss 05/09/2024

Marketing and Digital Domination with Bill Kiefaber, President and Owner of Marketing Works 04/25/2024

Defining Success and Empowering CEOs with Kiley Peters, Executive Coach and Founder of RAYNE IX 04/11/2024

Cultivating Innovation and Culture: Insights from Dr. Jonathan Baktari MD, CEO of eNational Testing and Host of BaktariMD 03/28/2024

Appreciation Marketing and Making Customers For Life with Curtis Lewsey, Best Selling Author and Founder of AMCards 03/14/2024

Appreciation Marketing and Making Customers For Life with Curtis Lewsey, Best Selling Author and Founder of AMCards Adam welcomes Curtis Lewsey, Founder of AMCards and Best Selling Co-Author of Curtis joins the show to talk about how his 15 years of cold-calling experience helped lead him to change his perspective on how he was selling to customers. Instead of marketing to potential leads Curtis embraced the concept of "appreciation marketing," and has now built a company focusing on helping businesses and sales teams all over the country make customers for life. Curtis also answers the one question that business owners need to consider (but seldom think to ask themselves) on how much profit to invest on a sale to show your appreciation and create a customer for life. Subscribe on YouTube: Subscribe on Apple Podcasts: Subscribe on Spotify: For more VIDEO podcasts like this one: For more AUDIO podcasts: For educational VIDEOS and Stock Market Updates: For general financial educational ARTICLES: For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: Or follow Adam on Instagram @FinancialSurgeon: --- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio. ******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plan /episode/index/show/dc78ce5f-46dc-42bb-9c8e-5d7a2e37633f/id/30367578

Tips To Improve Your Sales Team with Tim Byrd, CSL, of Sales Xceleration 02/29/2024

Tips To Improve Your Sales Team with Tim Byrd, CSL, of Sales Xceleration Adam welcomes Tim Byrd, CSL of Sales Xceleration to chat about the current state of sales teams within a company. With so many disruptions to the world over the last few years, Tim talks about the challenges of building a sales team in this new business world. Learn more about: - The things Tim looks for when evaluating sales teams - The impact of an ineffective sales manager - Secrets of addressing the shortfalls of a sales teams - Trends business owners need to be aware of when considering the growth of their company Contact Tim Byrd 609-577-4090 Subscribe on YouTube: Subscribe on Apple Podcasts: Subscribe on Spotify: For more VIDEO podcasts like this one: For more AUDIO podcasts: For educational VIDEOS and Stock Market Updates: For general financial educational ARTICLES: For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: Or follow Adam on Instagram @FinancialSurgeon: --- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio. ******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plan /episode/index/show/dc78ce5f-46dc-42bb-9c8e-5d7a2e37633f/id/30158908

The Greatest Tax Incentive Ever (and it's Going Away?) - Qualified Opportunity Zones with Andrew Doup 02/15/2024

The Greatest Tax Incentive Ever (and it's Going Away?) - Qualified Opportunity Zones with Andrew Doup Welcome to the inaugural episode of "The Elevate Your Business Podcast with Adam Koos"! In this debut episode, Adam Koos is joined by special guest Andrew Doup, Attorney and President of . Together, they delve into the fascinating world of Qualified Opportunity Zones (QOZ), exploring what they are, how they're determined, and who stands to benefit the most from this incredible income tax incentive. As they discuss the potential future of QOZs and the looming possibility of their disappearance, listeners are invited to gain valuable insights into this timely and impactful aspect of investment strategy. Subscribe on YouTube: Subscribe on Apple Podcasts: Subscribe on Spotify: For more VIDEO podcasts like this one: For more AUDIO podcasts: For educational VIDEOS and Stock Market Updates: For general financial educational ARTICLES: For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: Or follow Adam on Instagram @FinancialSurgeon: --- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio. ******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plan /episode/index/show/dc78ce5f-46dc-42bb-9c8e-5d7a2e37633f/id/29952228

Welcome to The Elevate Your Business Podcast! 02/07/2024

Welcome to The Elevate Your Business Podcast! 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 we talk to successful entrepreneurs, share new and profitable ideas, and help you to grow wiser and wealthier... so that you can experience limitless success in both life and business. Libertas Wealth: Subscribe on Apple Podcasts: Subscribe on Spotify: Subscribe on Google Podcasts: For more VIDEO podcasts like this one: For more AUDIO podcasts: For educational VIDEOS and Stock Market Updates: For general financial educational ARTICLES: For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: Or follow Adam on Instagram @FinancialSurgeon: --- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio. ******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plan /episode/index/show/dc78ce5f-46dc-42bb-9c8e-5d7a2e37633f/id/29845908

The Elevate Your Business Podcast with Adam Koos

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